Prestige Wealth Management Group’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Prestige Wealth Management Group’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 Q3	–	Sell	-770	Closed	-$22.9K	–	1076
2023 Q2	$22.9K	Hold	770	–	–	0.01%	352
2023 Q1	$22.5K	Hold	770	–	–	0.01%	330
2022 Q4	$22.2K	Hold	770	–	–	0.01%	343
2022 Q3	$19K	Hold	770	–	–	0.01%	328
2022 Q2	$21K	Hold	770	–	–	0.01%	323
2022 Q1	$24K	Hold	770	–	–	0.01%	326
2021 Q4	$25K	Hold	770	–	–	0.01%	345
2021 Q3	$23K	Hold	770	–	–	0.01%	353
2021 Q2	$23K	Hold	770	–	–	0.01%	343
2021 Q1	$21K	Hold	770	–	–	0.01%	356
2020 Q4	$20K	Hold	770	–	–	0.01%	357
2020 Q3	$18K	Hold	770	–	–	0.01%	368
2020 Q2	$17K	Hold	770	–	–	0.01%	355
2020 Q1	$15K	Hold	770	–	–	0.01%	325
2019 Q4	$17K	Hold	770	–	–	0.01%	303
2019 Q3	$15K	Hold	770	–	–	0.01%	307
2019 Q2	$16K	Hold	770	–	–	0.01%	294
2019 Q1	$15K	Hold	770	–	–	0.01%	309
2018 Q4	$14K	Buy	+770	New	+$14.6K	0.01%	380

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

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

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

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

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

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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Prestige Wealth Management Group's RSPH Position: Q3 2023 in Review

Prestige Wealth Management Group sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2023, closing a stake of 770 shares — an estimated $22.9K sold.

Prestige Wealth Management Group first reported a position in RSPH in Q4 2018 and held it in 19 quarters. The position peaked at $25K in Q4 2021. 184 funds tracked by Wall St. Rank hold RSPH as of Q3 2023.

Prestige Wealth Management Group reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q3 2023 after selling out during the quarter.
Prestige Wealth Management Group sold 770 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2023, an estimated $22.9K.
Prestige Wealth Management Group first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2018 and held it in 19 quarters.
Prestige Wealth Management Group's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $25K in Q4 2021.
184 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2023.

Based on Prestige Wealth Management Group's 13F filing for Q3 2023, filed 14 Nov 2023.