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

Atlas Capital 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
2025 Q2	$425K	Buy	14,567 +1	+0%	+$28	0.05%	277
2025 Q1	$433K	Buy	14,566 +1	+0%	+$30	0.05%	284
2024 Q4	$427K	Buy	14,565 +1	+0%	+$31	0.05%	276
2024 Q3	$469K	Buy	14,564 +1	+0%	+$31	0.07%	230
2024 Q2	$437K	Buy	14,563 +1	+0%	+$30	0.06%	248
2024 Q1	$463K	Hold	14,562	–	–	0.07%	227
2023 Q4	$434K	Hold	14,562	–	–	0.06%	241
2023 Q3	$399K	Sell	14,562 -1,108	-7%	-$32.2K	0.07%	232
2023 Q2	$467K	Sell	15,670 -10	-0.1%	-$293	0.07%	211
2023 Q1	$457K	Hold	15,680	–	–	0.07%	211
2022 Q4	$452K	Sell	15,680 -4,210	-21%	-$117K	0.08%	201
2022 Q3	$500K	Buy	19,890 +1,020	+5%	+$28K	0.09%	181
2022 Q2	$506K	Sell	18,870 -1,020	-5%	-$28.9K	0.09%	193
2022 Q1	$610K	Hold	19,890	–	–	0.09%	187
2021 Q4	$638K	Hold	19,890	–	–	0.1%	181
2021 Q3	$593K	Hold	19,890	–	–	0.1%	178
2021 Q2	$583K	Sell	19,890 -1,330	-6%	-$37.6K	0.1%	182
2021 Q1	$570K	Sell	21,220 -180	-0.8%	-$4.79K	0.11%	176
2020 Q4	$560K	Hold	21,400	–	–	0.12%	163
2020 Q3	$504K	Sell	21,400 -1,270	-6%	-$29.9K	0.12%	181
2020 Q2	$504K	Hold	22,670	–	–	0.12%	178
2020 Q1	$429K	Sell	22,670 -970	-4%	-$20.5K	0.13%	175
2019 Q4	$524K	Sell	23,640 -4,100	-15%	-$85.6K	0.13%	192
2019 Q3	$544K	Sell	27,740 -2,140	-7%	-$42.6K	0.16%	180
2019 Q2	$606K	Buy	+29,880	New	+$581K	0.2%	142

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Atlas Capital Advisors's RSPH Position: Q2 2025 in Review

Atlas Capital Advisors increased its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 0.01% in Q2 2025, buying an estimated $28 and bringing the position to 14,567 shares worth $425K. The position accounts for 0.05% of the portfolio, ranked #277.

Atlas Capital Advisors first reported a position in RSPH in Q2 2019 and has held it in 25 quarters since. The position peaked at $638K in Q4 2021. 164 funds tracked by Wall St. Rank hold RSPH as of Q2 2025.

Atlas Capital Advisors held 14,567 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $425K as of Q2 2025.
Atlas Capital Advisors bought 1 Invesco S&P 500 Equal Weight Health Care ETF share in Q2 2025, an estimated $28.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.05% of Atlas Capital Advisors's portfolio in Q2 2025, its #277 holding.
Atlas Capital Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2019 and has held it in 25 quarters since.
Atlas Capital Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $638K in Q4 2021.
164 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2025.

Based on Atlas Capital Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.