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Personal CFO Solutions’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-19,806
Closed -$543K – 541
2023
Q3 		$543K Buy
19,806
+3,446
+21% +$100K 0.11% 183
2023
Q2 		$487K Buy
+16,360
New +$479K 0.1% 207

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

Personal CFO Solutions's RSPH Position: Q4 2023 in Review

Personal CFO Solutions sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2023, closing a stake of 19,806 shares — an estimated $543K sold.

Personal CFO Solutions first reported a position in RSPH in Q2 2023 and held it in 2 quarters. The position peaked at $543K in Q3 2023. 194 funds tracked by Wall St. Rank hold RSPH as of Q4 2023.

  • Personal CFO Solutions reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q4 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 19,806 Invesco S&P 500 Equal Weight Health Care ETF shares in Q4 2023, an estimated $543K.
  • Personal CFO Solutions first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2023 and held it in 2 quarters.
  • Personal CFO Solutions's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $543K in Q3 2023.
  • 194 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.