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

Realta Investment 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 Q3	–	Sell	-203	Closed	-$6.1K	–	687
2024 Q2	$6.1K	Hold	203	–	–	﹤0.01%	709
2024 Q1	$6.44K	Buy	+203	New	+$6.24K	﹤0.01%	729
2023 Q4	–	Sell	-185	Closed	-$55.2K	–	719
2023 Q3	$55.2K	Sell	185 -1,665	-90%	-$48.4K	0.01%	523
2023 Q2	$55.2K	Buy	+1,850	New	+$54.2K	0.01%	553
2023 Q1	–	Sell	-1,850	Closed	-$53.4K	–	737
2022 Q4	$53.4K	Hold	1,850	–	–	0.01%	546
2022 Q3	$47K	Buy	+1,850	New	+$50.7K	0.01%	534

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 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

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

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

MCM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Realta Investment Advisors's RSPH Position: Q3 2024 in Review

Realta Investment Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2024, closing a stake of 203 shares — an estimated $6.1K sold.

Realta Investment Advisors first reported a position in RSPH in Q3 2022 and held it in 6 quarters. The position peaked at $55.2K in Q3 2023. 186 funds tracked by Wall St. Rank hold RSPH as of Q3 2024.

Realta Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 203 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2024, an estimated $6.1K.
Realta Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2022 and held it in 6 quarters.
Realta Investment Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $55.2K in Q3 2023.
186 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.