Sharkey, Howes & Javer’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Sharkey, Howes & Javer’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
2019 Q3	–	Sell	-240	Closed	-$5K	–	146
2019 Q2	$5K	Hold	240	–	–	﹤0.01%	172
2019 Q1	$5K	Hold	240	–	–	﹤0.01%	175
2018 Q4	$4K	Buy	+240	New	+$4.56K	﹤0.01%	175
2018 Q2	–	Sell	-60	Closed	-$1K	–	214
2018 Q1	$1K	Hold	60	–	–	﹤0.01%	210
2017 Q4	$1K	Hold	60	–	–	﹤0.01%	200
2017 Q3	$1K	Buy	+60	New	+$1.04K	﹤0.01%	198

Other funds holding RSPH

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Frontier Investment Management Dallas, Texas $1.61B AUM 1.86% 1-Year Est. Return

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return