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

Regal 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
2020 Q3	–	Sell	-23,630	Closed	-$525K	–	221
2020 Q2	$525K	Buy	+23,630	New	+$506K	0.1%	176
2019 Q2	–	Sell	-32,750	Closed	-$646K	–	363
2019 Q1	$646K	Sell	32,750 -18,260	-36%	-$352K	0.13%	162
2018 Q4	$906K	Buy	+51,010	New	+$969K	0.2%	132

Other funds holding RSPH

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regal Investment Advisors's RSPH Position: Q3 2020 in Review

Regal Investment Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2020, closing a stake of 23,630 shares — an estimated $525K sold.

Regal Investment Advisors first reported a position in RSPH in Q4 2018 and held it in 3 quarters. The position peaked at $906K in Q4 2018. 153 funds tracked by Wall St. Rank hold RSPH as of Q3 2020.

Regal Investment Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q3 2020 after selling out during the quarter.
Regal Investment Advisors sold 23,630 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2020, an estimated $525K.
Regal Investment Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2018 and held it in 3 quarters.
Regal Investment Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $906K in Q4 2018.
153 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2020.

Based on Regal Investment Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.