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

Avaii 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
Q3 		$333K Buy
+9,086
New +$326K 0.1% 125

Other funds holding RSPH

VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Avaii Wealth Management's RSPH Position: Q3 2026 in Review

Avaii Wealth Management opened a new position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2026: 9,086 shares worth $333K. The stake represents 0.1% of the portfolio and ranks #125 among its holdings.

10 funds tracked by Wall St. Rank hold RSPH as of Q3 2026.

  • Avaii Wealth Management held 9,086 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $333K as of Q3 2026.
  • Invesco S&P 500 Equal Weight Health Care ETF was a new Avaii Wealth Management position in Q3 2026.
  • Invesco S&P 500 Equal Weight Health Care ETF made up 0.1% of Avaii Wealth Management's portfolio in Q3 2026, its #125 holding.
  • 10 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2026.

Based on Avaii Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.