SSWM
RSPH icon

Sheets Smith Wealth Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Sheets Smith Wealth Management’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
Q4 		– Sell
-800
Closed -$21.9K – 460
2023
Q3 		$21.9K Buy
+800
New +$23.3K ﹤0.01% 429

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sheets Smith Wealth Management's RSPH Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2023, closing a stake of 800 shares — an estimated $21.9K sold.

Sheets Smith Wealth Management first reported a position in RSPH in Q3 2023 and held it in 1 quarter. The position peaked at $21.9K in Q3 2023. 194 funds tracked by Wall St. Rank hold RSPH as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 800 Invesco S&P 500 Equal Weight Health Care ETF shares in Q4 2023, an estimated $21.9K.
  • Sheets Smith Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $21.9K in Q3 2023.
  • 194 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.