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

Retirement Planning Group (Kansas)’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 Q1	–	Sell	-7,097	Closed	-$211K	–	216
2023 Q4	$211K	Buy	+7,097	New	+$194K	0.02%	177
2023 Q3	–	Sell	-7,480	Closed	-$223K	–	165
2023 Q2	$223K	Buy	7,480 +190	+3%	+$5.57K	0.02%	155
2023 Q1	$213K	Buy	+7,290	New	+$212K	0.02%	138

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

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

RRWA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Retirement Planning Group (Kansas)'s RSPH Position: Q1 2024 in Review

Retirement Planning Group (Kansas) sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2024, closing a stake of 7,097 shares — an estimated $211K sold.

Retirement Planning Group (Kansas) first reported a position in RSPH in Q1 2023 and held it in 3 quarters. The position peaked at $223K in Q2 2023. 190 funds tracked by Wall St. Rank hold RSPH as of Q1 2024.

Retirement Planning Group (Kansas) reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2024 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 7,097 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2024, an estimated $211K.
Retirement Planning Group (Kansas) first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2023 and held it in 3 quarters.
Retirement Planning Group (Kansas)'s Invesco S&P 500 Equal Weight Health Care ETF position peaked at $223K in Q2 2023.
190 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2024.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2024, filed 12 Apr 2024.