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

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return