AWM
RSPH icon

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
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

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return