Valeo Financial Advisors’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Valeo Financial Advisors’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
2021 Q2	–	Sell	-100	Closed	-$3K	–	1548
2021 Q1	$3K	Hold	100	–	–	﹤0.01%	1719
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	1479
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	1428
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	1790
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	1573
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	1483
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	1407
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	1427
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	1385
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	1314
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	1507
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	1375
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	1352
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	1207
2017 Q3	$2K	Buy	+100	New	+$1.74K	﹤0.01%	1041

Other funds holding RSPH

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

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

MCM

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

FMC

Financial Management Concepts Winter Springs, Florida $137M AUM 18.74% 1-Year Est. Return

SAS

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

Valeo Financial Advisors's RSPH Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2021, closing a stake of 100 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in RSPH in Q3 2017 and held it in 15 quarters. The position peaked at $3K in Q1 2021. 164 funds tracked by Wall St. Rank hold RSPH as of Q2 2021.

Valeo Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 100 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2021, an estimated $3K.
Valeo Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $3K in Q1 2021.
164 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.