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

WealthShield 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
2018
Q1 		– Sell
-33,950
Closed -$618K – 256
2017
Q4 		$618K Buy
+33,950
New +$602K 0.38% 58

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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthShield Partners's RSPH Position: Q1 2018 in Review

WealthShield Partners sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2018, closing a stake of 33,950 shares — an estimated $618K sold.

WealthShield Partners first reported a position in RSPH in Q4 2017 and held it in 1 quarter. The position peaked at $618K in Q4 2017. 106 funds tracked by Wall St. Rank hold RSPH as of Q1 2018.

  • WealthShield Partners reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2018 after selling out during the quarter.
  • WealthShield Partners sold 33,950 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2018, an estimated $618K.
  • WealthShield Partners first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2017 and held it in 1 quarter.
  • WealthShield Partners's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $618K in Q4 2017.
  • 106 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2018.

Based on WealthShield Partners's 13F filing for Q1 2018, filed 11 May 2018.