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

AE 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
2026 Q2	$47.4K	Buy	1,427 +597	+72%	+$18.6K	﹤0.01%	2106
2026 Q1	$25.1K	Buy	830 +1	+0.1%	+$32	﹤0.01%	2093
2025 Q4	$26.4K	Sell	829 -149	-15%	-$4.63K	﹤0.01%	1976
2025 Q3	$28.7K	Buy	978 +1	+0.1%	+$29	﹤0.01%	1823
2025 Q2	$28.5K	Buy	977 +36	+4%	+$1.02K	﹤0.01%	1700
2025 Q1	$28K	Buy	941 +376	+67%	+$11.4K	﹤0.01%	1669
2024 Q4	$16.5K	Buy	+565	New	+$17.4K	﹤0.01%	1767
2024 Q1	–	Sell	-14,218	Closed	-$426K	–	1811
2023 Q4	$426K	Buy	14,218 +4,867	+52%	+$133K	﹤0.01%	1537
2023 Q3	$256K	Buy	+9,351	New	+$272K	﹤0.01%	1675

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

AE Wealth Management's RSPH Position: Q2 2026 in Review

AE Wealth Management increased its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 72% in Q2 2026, buying an estimated $18.6K and bringing the position to 1,427 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2106.

AE Wealth Management first reported a position in RSPH in Q3 2023 and has held it in 9 quarters since. The position peaked at $426K in Q4 2023. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

AE Wealth Management held 1,427 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $47.4K as of Q2 2026.
AE Wealth Management bought 597 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $18.6K.
Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2106 holding.
AE Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2023 and has held it in 9 quarters since.
AE Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $426K in Q4 2023.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.