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

RIA Advisory 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
2024
Q1 		– Sell
-78,669
Closed -$2.97M – 193
2023
Q4 		$2.97M Buy
+78,669
New +$2.16M 1.24% 12

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RIA Advisory Group's RSPH Position: Q1 2024 in Review

RIA Advisory Group sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2024, closing a stake of 78,669 shares — an estimated $2.97M sold.

RIA Advisory Group first reported a position in RSPH in Q4 2023 and held it in 1 quarter. The position peaked at $2.97M in Q4 2023. 190 funds tracked by Wall St. Rank hold RSPH as of Q1 2024.

  • RIA Advisory Group reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2024 after selling out during the quarter.
  • RIA Advisory Group sold 78,669 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2024, an estimated $2.97M.
  • RIA Advisory Group first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2023 and held it in 1 quarter.
  • RIA Advisory Group's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $2.97M in Q4 2023.
  • 190 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2024.

Based on RIA Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.