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

MinichMacGregor 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
2023 Q1	–	Sell	-810	Closed	-$23.4K	–	530
2022 Q4	$23.4K	Buy	+810	New	+$22.6K	0.01%	286
2018 Q4	–	Sell	-800	Closed	-$16K	–	424
2018 Q3	$16K	Hold	800	–	–	0.01%	253
2018 Q2	$14K	Buy	+800	New	+$14.5K	0.01%	263

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MinichMacGregor Wealth Management's RSPH Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2023, closing a stake of 810 shares — an estimated $23.4K sold.

MinichMacGregor Wealth Management first reported a position in RSPH in Q2 2018 and held it in 3 quarters. The position peaked at $23.4K in Q4 2022. 182 funds tracked by Wall St. Rank hold RSPH as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 810 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2023, an estimated $23.4K.
MinichMacGregor Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2018 and held it in 3 quarters.
MinichMacGregor Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $23.4K in Q4 2022.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.