PWA
RSPH icon

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

PCG Wealth 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
2025
Q2 		– Sell
-19,526
Closed -$581K – 132
2025
Q1 		$581K Sell
19,526
-12,053
-38% -$366K 0.2% 84
2024
Q4 		$925K Sell
31,579
-5,646
-15% -$174K 0.34% 71
2024
Q3 		$1.2M Sell
37,225
-115
-0.3% -$3.6K 0.46% 62
2024
Q2 		$1.12M Buy
37,340
+932
+3% +$28.3K 0.49% 56
2024
Q1 		$1.16M Buy
36,408
+2,947
+9% +$90.5K 0.55% 48
2023
Q4 		$996K Buy
33,461
+890
+3% +$24.4K 0.56% 45
2023
Q3 		$892K Buy
32,571
+3,291
+11% +$95.8K 0.59% 44
2023
Q2 		$873K Buy
29,280
+17,750
+154% +$520K 0.54% 45
2023
Q1 		$336K Buy
11,530
+1,360
+13% +$39.6K 0.21% 76
2022
Q4 		$293K Buy
10,170
+130
+1% +$3.62K 0.19% 81
2022
Q3 		$254K Buy
+10,040
New +$275K 0.09% 117

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return