SHA
RSPH icon

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

Seneca House 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
2021
Q3 		– Sell
-9,150
Closed -$268K – 93
2021
Q2 		$268K Sell
9,150
-1,260
-12% -$35.7K 0.17% 70
2021
Q1 		$279K Sell
10,410
-600
-5% -$16K 0.2% 65
2020
Q4 		$288K Sell
11,010
-270
-2% -$6.72K 0.21% 65
2020
Q3 		$266K Buy
11,280
+160
+1% +$3.77K 0.21% 62
2020
Q2 		$247K Buy
11,120
+230
+2% +$4.92K 0.21% 64
2020
Q1 		$206K Sell
10,890
-2,440
-18% -$51.7K 0.22% 62
2019
Q4 		$295K Sell
13,330
-7,450
-36% -$156K 0.26% 73
2019
Q3 		$407K Sell
20,780
-930
-4% -$18.5K 0.38% 61
2019
Q2 		$437K Buy
21,710
+3,030
+16% +$58.9K 0.4% 63
2019
Q1 		$369K Buy
18,680
+3,030
+19% +$58.4K 0.32% 72
2018
Q4 		$278K Buy
15,650
+2,890
+23% +$54.9K 0.26% 77
2018
Q3 		$263K Sell
12,760
-3,590
-22% -$70.3K 0.21% 87
2018
Q2 		$299K Buy
16,350
+630
+4% +$11.4K 0.24% 79
2018
Q1 		$283K Buy
+15,720
New +$292K 0.24% 81

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
BHWA
Beacon Harbor Wealth Advisors Virginia Beach, Virginia $477M AUM 49.25% 1-Year Est. Return

Seneca House Advisors's RSPH Position: Q3 2021 in Review

Seneca House Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2021, closing a stake of 9,150 shares — an estimated $268K sold.

Seneca House Advisors first reported a position in RSPH in Q1 2018 and held it in 14 quarters. The position peaked at $437K in Q2 2019. 173 funds tracked by Wall St. Rank hold RSPH as of Q3 2021.

  • Seneca House Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q3 2021 after selling out during the quarter.
  • Seneca House Advisors sold 9,150 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2021, an estimated $268K.
  • Seneca House Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2018 and held it in 14 quarters.
  • Seneca House Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $437K in Q2 2019.
  • 173 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2021.

Based on Seneca House Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.