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

Squar Milner Financial Services’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
2020 Q2	–	Sell	-5,290	Closed	-$100K	–	602
2020 Q1	$100K	Hold	5,290	–	–	0.06%	264
2019 Q4	$117K	Buy	+5,290	New	+$110K	0.06%	293
2019 Q3	–	Sell	-5,290	Closed	-$107K	–	609
2019 Q2	$107K	Hold	5,290	–	–	0.07%	268
2019 Q1	$104K	Hold	5,290	–	–	0.08%	250
2018 Q4	$94K	Hold	5,290	–	–	0.09%	228
2018 Q3	$109K	Hold	5,290	–	–	0.1%	233
2018 Q2	$97K	Buy	+5,290	New	+$95.9K	0.09%	255

Other funds holding RSPH

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

SAS

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Squar Milner Financial Services's RSPH Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2020, closing a stake of 5,290 shares — an estimated $100K sold.

Squar Milner Financial Services first reported a position in RSPH in Q2 2018 and held it in 7 quarters. The position peaked at $117K in Q4 2019. 154 funds tracked by Wall St. Rank hold RSPH as of Q2 2020.

Squar Milner Financial Services reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 5,290 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2020, an estimated $100K.
Squar Milner Financial Services first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $117K in Q4 2019.
154 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.