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

Retirement 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 Q2	–	Sell	-320	Closed	-$9K	–	818
2023 Q1	$9K	Hold	320	–	–	﹤0.01%	405
2022 Q4	$9K	Hold	320	–	–	﹤0.01%	366
2022 Q3	$8K	Hold	320	–	–	0.01%	284
2022 Q2	$9K	Hold	320	–	–	﹤0.01%	457
2022 Q1	$10K	Hold	320	–	–	﹤0.01%	468
2021 Q4	$10K	Buy	+320	New	+$9.74K	﹤0.01%	444
2020 Q4	–	Sell	-550	Closed	-$13K	–	724
2020 Q3	$13K	Hold	550	–	–	0.01%	383
2020 Q2	$12K	Buy	+550	New	+$11.8K	0.01%	372
2019 Q4	$12K	Buy	+550	New	+$11.5K	0.01%	371

Other funds holding RSPH

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Bank of America

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

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

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

Royal Bank of Canada

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

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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