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Novak & Powell Financial Services’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Novak & Powell Financial Services’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
Q1 		– Sell
-5,500
Closed -$164K – 155
2023
Q4 		$164K Buy
+5,500
New +$151K 0.11% 144

Other funds holding RSPH

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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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Novak & Powell Financial Services's RSPH Position: Q1 2024 in Review

Novak & Powell Financial Services sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2024, closing a stake of 5,500 shares — an estimated $164K sold.

Novak & Powell Financial Services first reported a position in RSPH in Q4 2023 and held it in 1 quarter. The position peaked at $164K in Q4 2023. 190 funds tracked by Wall St. Rank hold RSPH as of Q1 2024.

  • Novak & Powell Financial Services reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2024 after selling out during the quarter.
  • Novak & Powell Financial Services sold 5,500 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2024, an estimated $164K.
  • Novak & Powell Financial Services first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2023 and held it in 1 quarter.
  • Novak & Powell Financial Services's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $164K in Q4 2023.
  • 190 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2024.

Based on Novak & Powell Financial Services's 13F filing for Q1 2024, filed 15 May 2024.