McCarthy Asset Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-1,940	Closed	-$59K	–	232
2022 Q1	$59K	Hold	1,940	–	–	0.04%	68
2021 Q4	$62K	Buy	1,940 +10	+0.5%	+$304	0.04%	74
2021 Q3	$58K	Hold	1,930	–	–	0.04%	75
2021 Q2	$57K	Hold	1,930	–	–	0.04%	84
2021 Q1	$52K	Hold	1,930	–	–	0.04%	92
2020 Q4	$50K	Buy	+1,930	New	+$48.1K	0.04%	87

Other funds holding RSPH

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

PFM

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

MCM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McCarthy Asset Management's RSPH Position: Q2 2022 in Review

McCarthy Asset Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2022, closing a stake of 1,940 shares — an estimated $59K sold.

McCarthy Asset Management first reported a position in RSPH in Q4 2020 and held it in 6 quarters. The position peaked at $62K in Q4 2021. 182 funds tracked by Wall St. Rank hold RSPH as of Q2 2022.

McCarthy Asset Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 1,940 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2022, an estimated $59K.
McCarthy Asset Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $62K in Q4 2021.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.