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

National Wealth Management 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
2022 Q2	–	Sell	-10,690	Closed	-$328K	–	132
2022 Q1	$328K	Buy	+10,690	New	+$320K	0.32%	75

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

National Wealth Management Group's RSPH Position: Q2 2022 in Review

National Wealth Management Group sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2022, closing a stake of 10,690 shares — an estimated $328K sold.

National Wealth Management Group first reported a position in RSPH in Q1 2022 and held it in 1 quarter. The position peaked at $328K in Q1 2022. 182 funds tracked by Wall St. Rank hold RSPH as of Q2 2022.

National Wealth Management Group reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2022 after selling out during the quarter.
National Wealth Management Group sold 10,690 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2022, an estimated $328K.
National Wealth Management Group first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2022 and held it in 1 quarter.
National Wealth Management Group's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $328K in Q1 2022.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2022.

Based on National Wealth Management Group's 13F filing for Q2 2022, filed 17 Nov 2023.