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

Acorn Wealth 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
2026 Q2	–	Sell	-7,603	Closed	-$230K	–	310
2026 Q1	$230K	Sell	7,603 -8,845	-54%	-$284K	0.07%	243
2025 Q4	$524K	Sell	16,448 -14,658	-47%	-$455K	0.16%	130
2025 Q3	$914K	Sell	31,106 -8,749	-22%	-$253K	0.29%	79
2025 Q2	$1.16M	Sell	39,855 -24,283	-38%	-$691K	0.43%	56
2025 Q1	$1.91M	Sell	64,138 -3,149	-5%	-$95.5K	0.79%	31
2024 Q4	$1.97M	Sell	67,287 -3,352	-5%	-$103K	0.81%	30
2024 Q3	$2.28M	Buy	70,639 +567	+0.8%	+$17.8K	0.98%	26
2024 Q2	$2.1M	Buy	70,072 +987	+1%	+$29.9K	1.04%	25
2024 Q1	$2.2M	Buy	69,085 +251	+0.4%	+$7.71K	1.15%	21
2023 Q4	$2.05M	Buy	68,834 +214	+0.3%	+$5.86K	1.22%	21
2023 Q3	$1.88M	Buy	68,620 +1,660	+2%	+$48.3K	1.25%	18
2023 Q2	$2M	Buy	66,960 +1,890	+3%	+$55.4K	1.36%	18
2023 Q1	$1.9M	Sell	65,070 -160	-0.2%	-$4.66K	1.4%	17
2022 Q4	$1.88M	Sell	65,230 -50	-0.1%	-$1.39K	1.44%	18
2022 Q3	$1.64M	Sell	65,280 -210	-0.3%	-$5.76K	1.34%	19
2022 Q2	$1.75M	Buy	65,490 +1,940	+3%	+$55K	1.38%	18
2022 Q1	$1.95M	Buy	63,550 +1,010	+2%	+$30.2K	1.34%	17
2021 Q4	$2M	Buy	62,540 +8,420	+16%	+$256K	1.27%	17
2021 Q3	$1.61M	Sell	54,120 -2,830	-5%	-$87.1K	1.13%	21
2021 Q2	$1.67M	Sell	56,950 -1,100	-2%	-$31.1K	1.15%	20
2021 Q1	$1.56M	Sell	58,050 -19,790	-25%	-$527K	1.12%	20
2020 Q4	$2.04M	Sell	77,840 -7,840	-9%	-$195K	1.6%	14
2020 Q3	$2.02M	Buy	85,680 +2,460	+3%	+$57.9K	1.77%	12
2020 Q2	$1.85M	Buy	83,220 +7,590	+10%	+$162K	1.72%	13
2020 Q1	$1.44M	Buy	75,630 +4,490	+6%	+$95.1K	1.61%	14
2019 Q4	$1.58M	Buy	71,140 +3,500	+5%	+$73.1K	1.33%	18
2019 Q3	$1.41M	Buy	67,640 +12,870	+23%	+$256K	1.21%	20
2019 Q2	$1.09M	Buy	54,770 +18,980	+53%	+$369K	1%	21
2019 Q1	$702K	Buy	35,790 +8,360	+30%	+$161K	0.63%	33
2018 Q4	$503K	Buy	27,430 +6,300	+30%	+$120K	0.52%	41
2018 Q3	$401K	Sell	21,130 -250	-1%	-$4.89K	0.4%	55
2018 Q2	$392K	Buy	21,380 +20	+0.1%	+$363	0.33%	54
2018 Q1	$386K	Sell	21,360 -140	-0.7%	-$2.6K	0.33%	52
2017 Q4	$397K	Buy	+21,500	New	+$381K	0.36%	49

Other funds holding RSPH

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

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

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

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

Acorn Wealth Advisors's RSPH Position: Q2 2026 in Review

Acorn Wealth Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2026, closing a stake of 7,603 shares — an estimated $230K sold.

Acorn Wealth Advisors first reported a position in RSPH in Q4 2017 and held it in 34 quarters. The position peaked at $2.28M in Q3 2024. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Acorn Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2026 after selling out during the quarter.
Acorn Wealth Advisors sold 7,603 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $230K.
Acorn Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2017 and held it in 34 quarters.
Acorn Wealth Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $2.28M in Q3 2024.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.