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

WealthOne’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
2019
Q1 		– Sell
-620
Closed -$11K – 440
2018
Q4 		$11K Buy
+620
New +$11.8K 0.01% 363

Other funds holding RSPH

FIM
Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

WealthOne's RSPH Position: Q1 2019 in Review

WealthOne sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2019, closing a stake of 620 shares — an estimated $11K sold.

WealthOne first reported a position in RSPH in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 145 funds tracked by Wall St. Rank hold RSPH as of Q1 2019.

  • WealthOne reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 620 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2019, an estimated $11K.
  • WealthOne first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $11K in Q4 2018.
  • 145 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.