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

Plante Moran Financial 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
2022
Q4 		– Sell
-250
Closed -$6K – 956
2022
Q3 		$6K Buy
+250
New +$6.85K ﹤0.01% 670

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
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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Plante Moran Financial Advisors's RSPH Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2022, closing a stake of 250 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in RSPH in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 189 funds tracked by Wall St. Rank hold RSPH as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 250 Invesco S&P 500 Equal Weight Health Care ETF shares in Q4 2022, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $6K in Q3 2022.
  • 189 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.