Stratos Wealth Partners’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Stratos Wealth Partners’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
2024 Q4	–	Sell	-13,980	Closed	-$451K	–	1527
2024 Q3	$451K	Buy	+13,980	New	+$438K	0.01%	972
2019 Q2	–	Sell	-51,160	Closed	-$1.01M	–	988
2019 Q1	$1.01M	Sell	51,160 -43,880	-46%	-$846K	0.05%	360
2018 Q4	$1.69M	Sell	95,040 -120	-0.1%	-$2.28K	0.09%	240
2018 Q3	$1.96M	Buy	95,160 +5,700	+6%	+$112K	0.09%	229
2018 Q2	$1.64M	Buy	+89,460	New	+$1.62M	0.07%	265
2017 Q1	–	Sell	-24,310	Closed	-$355K	–	848
2016 Q4	$355K	Buy	+24,310	New	+$359K	0.02%	474

Other funds holding RSPH

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 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

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

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return

MCM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Stratos Wealth Partners's RSPH Position: Q4 2024 in Review

Stratos Wealth Partners sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2024, closing a stake of 13,980 shares — an estimated $451K sold.

Stratos Wealth Partners first reported a position in RSPH in Q4 2016 and held it in 6 quarters. The position peaked at $1.96M in Q3 2018. 191 funds tracked by Wall St. Rank hold RSPH as of Q4 2024.

Stratos Wealth Partners reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q4 2024 after selling out during the quarter.
Stratos Wealth Partners sold 13,980 Invesco S&P 500 Equal Weight Health Care ETF shares in Q4 2024, an estimated $451K.
Stratos Wealth Partners first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2016 and held it in 6 quarters.
Stratos Wealth Partners's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $1.96M in Q3 2018.
191 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2024.

Based on Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.