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Northwest Financial Advisors’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-650
Closed -$21K – 445
2024
Q3 		$21K Buy
+650
New +$20.4K 0.02% 314
2024
Q1 		– Sell
-478
Closed -$14.2K – 424
2023
Q4 		$14.2K Buy
+478
New +$13.1K 0.01% 344

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Northwest Financial Advisors's RSPH Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2024, closing a stake of 650 shares — an estimated $21K sold.

Northwest Financial Advisors first reported a position in RSPH in Q4 2023 and held it in 2 quarters. The position peaked at $21K in Q3 2024. 191 funds tracked by Wall St. Rank hold RSPH as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 650 Invesco S&P 500 Equal Weight Health Care ETF shares in Q4 2024, an estimated $21K.
  • Northwest Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $21K in Q3 2024.
  • 191 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.