Litman Gregory Wealth Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Litman Gregory Wealth Management’s Portfolio RSPH Stock Details RSPH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,930	Closed	-$52K	–	161
2021 Q1	$52K	Hold	1,930	–	–	0.01%	99
2020 Q4	$50K	Hold	1,930	–	–	0.01%	98
2020 Q3	$45K	Hold	1,930	–	–	0.01%	100
2020 Q2	$43K	Hold	1,930	–	–	0.01%	99
2020 Q1	$37K	Hold	1,930	–	–	0.01%	93
2019 Q4	$43K	Hold	1,930	–	–	0.01%	101
2019 Q3	$38K	Hold	1,930	–	–	0.01%	83
2019 Q2	$39K	Hold	1,930	–	–	0.01%	99
2019 Q1	$38K	Hold	1,930	–	–	0.01%	75
2018 Q4	$34K	Hold	1,930	–	–	0.01%	81
2018 Q3	$40K	Buy	+1,930	New	+$37.8K	0.01%	61

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

FMC

Financial Management Concepts Winter Springs, Florida $137M AUM 18.74% 1-Year Est. Return

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

Litman Gregory Wealth Management's RSPH Position: Q2 2021 in Review

Litman Gregory Wealth Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2021, closing a stake of 1,930 shares — an estimated $52K sold.

Litman Gregory Wealth Management first reported a position in RSPH in Q3 2018 and held it in 11 quarters. The position peaked at $52K in Q1 2021. 164 funds tracked by Wall St. Rank hold RSPH as of Q2 2021.

Litman Gregory Wealth Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2021 after selling out during the quarter.
Litman Gregory Wealth Management sold 1,930 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2021, an estimated $52K.
Litman Gregory Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2018 and held it in 11 quarters.
Litman Gregory Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $52K in Q1 2021.
164 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2021, filed 27 Jul 2021.