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

Pathway Financial Advisers’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 Q1	$5.87K	Hold	200	–	–	﹤0.01%	430
2022 Q4	$5.8K	Buy	+200	New	+$5.57K	﹤0.01%	479

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

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

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

RRWA

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pathway Financial Advisers's RSPH Position: Q1 2023 in Review

Pathway Financial Advisers held its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) position steady in Q1 2023 at 200 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

Pathway Financial Advisers first reported a position in RSPH in Q4 2022 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold RSPH as of Q1 2023.

Pathway Financial Advisers held 200 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $5.87K as of Q1 2023.
Pathway Financial Advisers left its Invesco S&P 500 Equal Weight Health Care ETF share count unchanged in Q1 2023.
Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of Pathway Financial Advisers's portfolio in Q1 2023, its #430 holding.
Pathway Financial Advisers first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2022 and has held it in 2 quarters since.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.