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

Western Wealth Management’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
2023 Q1	–	Sell	-7,320	Closed	-$211K	–	662
2022 Q4	$211K	Sell	7,320 -8,020	-52%	-$223K	0.02%	559
2022 Q3	$386K	Hold	15,340	–	–	0.02%	567
2022 Q2	$411K	Hold	15,340	–	–	0.02%	528
2022 Q1	$470K	Buy	15,340 +7,670	+100%	+$230K	0.02%	544
2021 Q4	$245K	Buy	+7,670	New	+$233K	0.02%	522
2021 Q2	$226K	Hold	7,690	–	–	0.02%	571
2021 Q1	$206K	Hold	7,690	–	–	0.03%	497
2020 Q4	$201K	Buy	+7,690	New	+$191K	0.03%	449

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Western Wealth Management's RSPH Position: Q1 2023 in Review

Western Wealth Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2023, closing a stake of 7,320 shares — an estimated $211K sold.

Western Wealth Management first reported a position in RSPH in Q4 2020 and held it in 8 quarters. The position peaked at $470K in Q1 2022. 182 funds tracked by Wall St. Rank hold RSPH as of Q1 2023.

Western Wealth Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2023 after selling out during the quarter.
Western Wealth Management sold 7,320 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2023, an estimated $211K.
Western Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2020 and held it in 8 quarters.
Western Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $470K in Q1 2022.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2023.

Based on Western Wealth Management's 13F filing for Q1 2023, filed 30 Aug 2023.