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

OV Management’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
Q3 		– Sell
-82,758
Closed -$3.03M – 61
2024
Q2 		$3.03M Buy
82,758
+787
+1% +$23.9K 2.12% 12
2024
Q1 		$2.88M Hold
81,971
– – 2.09% 15
2023
Q4 		$2.68M Buy
+81,971
New +$2.25M 2.21% 15

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OV Management's RSPH Position: Q3 2024 in Review

OV Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2024, closing a stake of 82,758 shares — an estimated $3.03M sold.

OV Management first reported a position in RSPH in Q4 2023 and held it in 3 quarters. The position peaked at $3.03M in Q2 2024. 186 funds tracked by Wall St. Rank hold RSPH as of Q3 2024.

  • OV Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q3 2024 after selling out during the quarter.
  • OV Management sold 82,758 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2024, an estimated $3.03M.
  • OV Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2023 and held it in 3 quarters.
  • OV Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $3.03M in Q2 2024.
  • 186 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2024.

Based on OV Management's 13F filing for Q3 2024, filed 12 Nov 2024.