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

Pinnacle Private Wealth’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
2022 Q2	$1.08M	Sell	40,400 -160	-0.4%	-$4.54K	0.42%	67
2022 Q1	$1.24M	Sell	40,560 -4,700	-10%	-$141K	0.39%	61
2021 Q4	$1.45M	Buy	+45,260	New	+$1.38M	0.45%	54

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

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

Pinnacle Private Wealth's RSPH Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 0.39% in Q2 2022, selling an estimated $4.54K and leaving 40,400 shares worth $1.08M. The position accounts for 0.42% of the portfolio, ranked #67.

Pinnacle Private Wealth first reported a position in RSPH in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.45M in Q4 2021. 181 funds tracked by Wall St. Rank hold RSPH as of Q2 2022.

Pinnacle Private Wealth held 40,400 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $1.08M as of Q2 2022.
Pinnacle Private Wealth sold 160 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2022, an estimated $4.54K.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.42% of Pinnacle Private Wealth's portfolio in Q2 2022, its #67 holding.
Pinnacle Private Wealth first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $1.45M in Q4 2021.
181 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.