AssetMark Inc’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

AssetMark Inc’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 Q3	–	Sell	-1,080	Closed	-$38.7K	–	3758
2026 Q2	$35.9K	Hold	1,080	–	–	﹤0.01%	1962
2026 Q1	$32.6K	Hold	1,080	–	–	﹤0.01%	1893
2025 Q4	$34.4K	Hold	1,080	–	–	﹤0.01%	1841
2025 Q3	$31.7K	Hold	1,080	–	–	﹤0.01%	1797
2025 Q2	$31.5K	Hold	1,080	–	–	﹤0.01%	1690
2025 Q1	$32.1K	Hold	1,080	–	–	﹤0.01%	1566
2024 Q4	$31.6K	Hold	1,080	–	–	﹤0.01%	1542
2024 Q3	$34.8K	Buy	+1,080	New	+$33.8K	﹤0.01%	1375
2017 Q3	–	Sell	-10	Closed	–	–	1598
2017 Q2	$0	Buy	+10	New	+$166	﹤0.01%	1479
2017 Q1	–	Sell	-10	Closed	–	–	1413
2016 Q4	$0	Buy	+10	New	+$148	﹤0.01%	1367

Other funds holding RSPH

Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $231M AUM 12.98% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Yoder Wealth Management Walnut Creek, California $265M AUM 16.95% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

AssetMark Inc's RSPH Position: Q3 2026 in Review

AssetMark Inc sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2026, closing a stake of 1,080 shares — an estimated $38.7K sold.

AssetMark Inc first reported a position in RSPH in Q4 2016 and held it in 10 quarters. The position peaked at $35.9K in Q2 2026. 71 funds tracked by Wall St. Rank hold RSPH as of Q3 2026.

AssetMark Inc reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q3 2026 after selling out during the quarter.
AssetMark Inc sold 1,080 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2026, an estimated $38.7K.
AssetMark Inc first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2016 and held it in 10 quarters.
AssetMark Inc's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $35.9K in Q2 2026.
71 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.