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Lowe Wealth Advisors’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Lowe Wealth Advisors’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
2018
Q2 		– Sell
-570
Closed -$10K – 256
2018
Q1 		$10K Hold
570
– – 0.01% 152
2017
Q4 		$10K Buy
+570
New +$10.1K 0.01% 157

Other funds holding RSPH

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lowe Wealth Advisors's RSPH Position: Q2 2018 in Review

Lowe Wealth Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2018, closing a stake of 570 shares — an estimated $10K sold.

Lowe Wealth Advisors first reported a position in RSPH in Q4 2017 and held it in 2 quarters. The position peaked at $10K in Q1 2018. 109 funds tracked by Wall St. Rank hold RSPH as of Q2 2018.

  • Lowe Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2018 after selling out during the quarter.
  • Lowe Wealth Advisors sold 570 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2018, an estimated $10K.
  • Lowe Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2017 and held it in 2 quarters.
  • Lowe Wealth Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $10K in Q1 2018.
  • 109 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2018.

Based on Lowe Wealth Advisors's 13F filing for Q2 2018, filed 12 Jul 2018.