Moisand Fitzgerald Tamayo’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Moisand Fitzgerald Tamayo’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 Q2	–	Sell	-2,000	Closed	-$58.3K	–	781
2023 Q1	$58.3K	Buy	+2,000	New	+$58.2K	0.01%	163
2022 Q3	–	Sell	-1,220	Closed	-$33K	–	840
2022 Q2	$33K	Buy	+1,220	New	+$34.6K	0.01%	186
2022 Q1	–	Sell	-1,720	Closed	-$55K	–	632
2021 Q4	$55K	Hold	1,720	–	–	0.02%	148
2021 Q3	$51K	Hold	1,720	–	–	0.02%	150
2021 Q2	$50K	Buy	+1,720	New	+$48.7K	0.02%	155

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

RRWA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PFM

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

Moisand Fitzgerald Tamayo's RSPH Position: Q2 2023 in Review

Moisand Fitzgerald Tamayo sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2023, closing a stake of 2,000 shares — an estimated $58.3K sold.

Moisand Fitzgerald Tamayo first reported a position in RSPH in Q2 2021 and held it in 5 quarters. The position peaked at $58.3K in Q1 2023. 189 funds tracked by Wall St. Rank hold RSPH as of Q2 2023.

Moisand Fitzgerald Tamayo reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 2,000 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2023, an estimated $58.3K.
Moisand Fitzgerald Tamayo first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2021 and held it in 5 quarters.
Moisand Fitzgerald Tamayo's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $58.3K in Q1 2023.
189 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2023, filed 12 Jul 2023.