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Tyler-Stone Wealth Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-300
Closed -$9.01K – 804
2024
Q2 		$9.01K Hold
300
– – ﹤0.01% 673
2024
Q1 		$9.54K Buy
+300
New +$9.22K ﹤0.01% 659

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tyler-Stone Wealth Management's RSPH Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2024, closing a stake of 300 shares — an estimated $9.01K sold.

Tyler-Stone Wealth Management first reported a position in RSPH in Q1 2024 and held it in 2 quarters. The position peaked at $9.54K in Q1 2024. 186 funds tracked by Wall St. Rank hold RSPH as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 300 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2024, an estimated $9.01K.
  • Tyler-Stone Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2024 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $9.54K in Q1 2024.
  • 186 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.