Nalls Sherbakoff Group’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Nalls Sherbakoff Group’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 Q4	$3.12K	Buy	+105	New	+$2.88K	﹤0.01%	334

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

RRWA

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

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

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

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

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

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

Nalls Sherbakoff Group's RSPH Position: Q4 2023 in Review

Nalls Sherbakoff Group opened a new position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2023: 105 shares worth $3.12K. The stake represents ﹤0.01% of the portfolio and ranks #334 among its holdings.

194 funds tracked by Wall St. Rank hold RSPH as of Q4 2023.

Nalls Sherbakoff Group held 105 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $3.12K as of Q4 2023.
Invesco S&P 500 Equal Weight Health Care ETF was a new Nalls Sherbakoff Group position in Q4 2023.
Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of Nalls Sherbakoff Group's portfolio in Q4 2023, its #334 holding.
194 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2023.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2023, filed 9 Apr 2024.