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

PFG 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
2024
Q2 		– Sell
-10,307
Closed -$328K – 694
2024
Q1 		$328K Sell
10,307
-11,812
-53% -$363K 0.02% 497
2023
Q4 		$659K Sell
22,119
-602
-3% -$16.5K 0.05% 325
2023
Q3 		$623K Buy
22,721
+71
+0.3% +$2.07K 0.06% 318
2023
Q2 		$675K Buy
+22,650
New +$664K 0.05% 352

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

PFG Advisors's RSPH Position: Q2 2024 in Review

PFG Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2024, closing a stake of 10,307 shares — an estimated $328K sold.

PFG Advisors first reported a position in RSPH in Q2 2023 and held it in 4 quarters. The position peaked at $675K in Q2 2023. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2024.

  • PFG Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2024 after selling out during the quarter.
  • PFG Advisors sold 10,307 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2024, an estimated $328K.
  • PFG Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2023 and held it in 4 quarters.
  • PFG Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $675K in Q2 2023.
  • 187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2024.

Based on PFG Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.