WA
RSPH icon

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

WFG Advisors’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
2015
Q1 		– Sell
-350
Closed -$5K – 2023
2014
Q4 		$5K Sell
350
-1,400
-80% -$19.2K ﹤0.01% 1644
2014
Q3 		$23K Hold
1,750
– – ﹤0.01% 1227
2014
Q2 		$22K Hold
1,750
– – ﹤0.01% 1239
2014
Q1 		$21K Buy
1,750
+350
+25% +$4.04K ﹤0.01% 1234
2013
Q4 		$15K Hold
1,400
– – ﹤0.01% 1460
2013
Q3 		$14K Sell
1,400
-590
-30% -$5.84K ﹤0.01% 1408
2013
Q2 		$19K Buy
+1,990
New +$18.5K ﹤0.01% 1232

Other funds holding RSPH

WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

WFG Advisors's RSPH Position: Q1 2015 in Review

WFG Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2015, closing a stake of 350 shares — an estimated $5K sold.

WFG Advisors first reported a position in RSPH in Q2 2013 and held it in 7 quarters. The position peaked at $23K in Q3 2014. 71 funds tracked by Wall St. Rank hold RSPH as of Q1 2015.

  • WFG Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 350 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2015, an estimated $5K.
  • WFG Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $23K in Q3 2014.
  • 71 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.