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

Arkadios 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	-10,264	Closed	-$310K	–	1863
2026 Q1	$310K	Buy	+10,264	New	+$329K	0.01%	1345
2021 Q4	–	Sell	-2,500	Closed	-$74K	–	1531
2021 Q3	$74K	Hold	2,500	–	–	0.01%	765
2021 Q2	$73K	Hold	2,500	–	–	0.01%	810
2021 Q1	$67K	Buy	2,500 +230	+10%	+$6.12K	0.01%	618
2020 Q4	$59K	Buy	2,270 +250	+12%	+$6.22K	0.01%	522
2020 Q3	$49.6K	Hold	2,020	–	–	0.02%	418
2020 Q2	$46.2K	Hold	2,020	–	–	0.03%	389
2020 Q1	$38.3K	Hold	2,020	–	–	0.02%	378
2019 Q4	$46.3K	Buy	+2,020	New	+$42.2K	0.03%	322

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

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

Arkadios Wealth Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2026, closing a stake of 10,264 shares — an estimated $310K sold.

Arkadios Wealth Advisors first reported a position in RSPH in Q4 2019 and held it in 9 quarters. The position peaked at $310K in Q1 2026. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Arkadios 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.
Arkadios Wealth Advisors sold 10,264 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $310K.
Arkadios Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2019 and held it in 9 quarters.
Arkadios Wealth Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $310K in Q1 2026.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.