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Voisard Asset Management Group’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Voisard Asset Management Group’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
Q2 		– Sell
-240
Closed -$7.63K – 418
2024
Q1 		$7.63K Hold
240
– – ﹤0.01% 254
2023
Q4 		$7.15K Buy
+240
New +$6.58K ﹤0.01% 265

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Voisard Asset Management Group's RSPH Position: Q2 2024 in Review

Voisard Asset Management Group sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2024, closing a stake of 240 shares — an estimated $7.63K sold.

Voisard Asset Management Group first reported a position in RSPH in Q4 2023 and held it in 2 quarters. The position peaked at $7.63K in Q1 2024. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2024.

  • Voisard Asset Management Group reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 240 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2024, an estimated $7.63K.
  • Voisard Asset Management Group first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2023 and held it in 2 quarters.
  • Voisard Asset Management Group's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $7.63K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2024.

Based on Voisard Asset Management Group's 13F filing for Q2 2024, filed 15 Jul 2024.