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

Wealthcare Advisory 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
2021 Q2	–	Sell	-3,000	Closed	-$80K	–	1598
2021 Q1	$80K	Buy	+3,000	New	+$79.8K	0.01%	736
2020 Q2	–	Sell	-2,980	Closed	-$56K	–	1140
2020 Q1	$56K	Buy	2,980 +10	+0.3%	+$212	0.01%	491
2019 Q4	$66K	Hold	2,970	–	–	0.01%	487
2019 Q3	$58K	Hold	2,970	–	–	0.01%	501
2019 Q2	$60K	Hold	2,970	–	–	0.01%	467
2019 Q1	$59K	Hold	2,970	–	–	0.01%	428
2018 Q4	$53K	Hold	2,970	–	–	0.01%	419
2018 Q3	$61K	Hold	2,970	–	–	0.01%	427
2018 Q2	$54K	Buy	+2,970	New	+$53.9K	0.01%	448

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

Wealthcare Advisory Partners's RSPH Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2021, closing a stake of 3,000 shares — an estimated $80K sold.

Wealthcare Advisory Partners first reported a position in RSPH in Q2 2018 and held it in 9 quarters. The position peaked at $80K in Q1 2021. 164 funds tracked by Wall St. Rank hold RSPH as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 3,000 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2021, an estimated $80K.
Wealthcare Advisory Partners first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $80K 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 Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.