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

Safeguard Financial’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
Q3 		– Sell
-400
Closed -$11K – 449
2023
Q2 		$11K Buy
+400
New +$11.7K 0.01% 329

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Safeguard Financial's RSPH Position: Q3 2023 in Review

Safeguard Financial sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2023, closing a stake of 400 shares — an estimated $11K sold.

Safeguard Financial first reported a position in RSPH in Q2 2023 and held it in 1 quarter. The position peaked at $11K in Q2 2023. 184 funds tracked by Wall St. Rank hold RSPH as of Q3 2023.

  • Safeguard Financial reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 400 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2023, an estimated $11K.
  • Safeguard Financial first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $11K in Q2 2023.
  • 184 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.