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

SFI 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
2023 Q1	–	Sell	-8,300	Closed	-$239K	–	90
2022 Q4	$239K	Sell	8,300 -52,330	-86%	-$1.46M	0.26%	57
2022 Q3	$1.52M	Sell	60,630 -68,520	-53%	-$1.88M	1.77%	25
2022 Q2	$3.46M	Sell	129,150 -420	-0.3%	-$11.9K	3.83%	10
2022 Q1	$3.97K	Buy	129,570 +60	+0%	+$1.8K	2.42%	11
2021 Q4	$4.06M	Buy	+129,510	New	+$3.94M	3.59%	10

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

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

RRWA

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SFI Advisors's RSPH Position: Q1 2023 in Review

SFI Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2023, closing a stake of 8,300 shares — an estimated $239K sold.

SFI Advisors first reported a position in RSPH in Q4 2021 and held it in 5 quarters. The position peaked at $4.06M in Q4 2021. 183 funds tracked by Wall St. Rank hold RSPH as of Q1 2023.

SFI Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2023 after selling out during the quarter.
SFI Advisors sold 8,300 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2023, an estimated $239K.
SFI Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2021 and held it in 5 quarters.
SFI Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $4.06M in Q4 2021.
183 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2023.

Based on SFI Advisors's 13F filing for Q1 2023, filed 15 May 2023.