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

Phoenix 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
2021 Q4	–	Sell	-1,000	Closed	-$30K	–	309
2021 Q3	$30K	Hold	1,000	–	–	0.02%	234
2021 Q2	$30K	Hold	1,000	–	–	0.02%	224
2021 Q1	$27K	Hold	1,000	–	–	0.02%	236
2020 Q4	$26K	Buy	+1,000	New	+$24.9K	0.02%	238

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

SAS

Stelac Advisory Services New York $537M AUM 30.43% 1-Year Est. Return

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

Phoenix Wealth Advisors's RSPH Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2021, closing a stake of 1,000 shares — an estimated $30K sold.

Phoenix Wealth Advisors first reported a position in RSPH in Q4 2020 and held it in 4 quarters. The position peaked at $30K in Q3 2021. 179 funds tracked by Wall St. Rank hold RSPH as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 1,000 Invesco S&P 500 Equal Weight Health Care ETF shares in Q4 2021, an estimated $30K.
Phoenix Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $30K in Q3 2021.
179 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.