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

Tilia Fiduciary 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
2022 Q4	–	Sell	-360	Closed	-$9K	–	529
2022 Q3	$9K	Hold	360	–	–	0.01%	383
2022 Q2	$10K	Hold	360	–	–	0.01%	385
2022 Q1	$11K	Hold	360	–	–	0.01%	393
2021 Q4	$12K	Buy	+360	New	+$11K	0.01%	398

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

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

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

PFM

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

Tilia Fiduciary Partners's RSPH Position: Q4 2022 in Review

Tilia Fiduciary Partners sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2022, closing a stake of 360 shares — an estimated $9K sold.

Tilia Fiduciary Partners first reported a position in RSPH in Q4 2021 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 190 funds tracked by Wall St. Rank hold RSPH as of Q4 2022.

Tilia Fiduciary Partners reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q4 2022 after selling out during the quarter.
Tilia Fiduciary Partners sold 360 Invesco S&P 500 Equal Weight Health Care ETF shares in Q4 2022, an estimated $9K.
Tilia Fiduciary Partners first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2021 and held it in 4 quarters.
Tilia Fiduciary Partners's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $12K in Q4 2021.
190 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2022.

Based on Tilia Fiduciary Partners's 13F filing for Q4 2022, filed 10 Feb 2023.