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

Avidian Wealth Enterprises’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	$519K	Hold	15,640	–	–	0.01%	469
2026 Q1	$472K	Hold	15,640	–	–	0.01%	451
2025 Q4	$498K	Hold	15,640	–	–	0.02%	378
2025 Q3	$460K	Hold	15,640	–	–	0.02%	385
2025 Q2	$456K	Hold	15,640	–	–	0.02%	355
2025 Q1	$465K	Sell	15,640 -1,000	-6%	-$30.3K	0.02%	321
2024 Q4	$488K	Hold	16,640	–	–	0.02%	297
2024 Q3	$536K	Hold	16,640	–	–	0.02%	287
2024 Q2	$500K	Hold	16,640	–	–	0.02%	295
2024 Q1	$529K	Sell	16,640 -680	-4%	-$20.9K	0.03%	259
2023 Q4	$516K	Hold	17,320	–	–	0.03%	262
2023 Q3	$475K	Sell	17,320 -50	-0.3%	-$1.46K	0.03%	266
2023 Q2	$518K	Buy	17,370 +4,180	+32%	+$122K	0.03%	259
2023 Q1	$385K	Buy	13,190 +50	+0.4%	+$1.46K	0.02%	341
2022 Q4	$379K	Hold	13,140	–	–	0.02%	319
2022 Q3	$330K	Hold	13,140	–	–	0.02%	306
2022 Q2	$352K	Hold	13,140	–	–	0.02%	320
2022 Q1	$403K	Hold	13,140	–	–	0.02%	342
2021 Q4	$421K	Buy	+13,140	New	+$400K	0.03%	333

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

Avidian Wealth Enterprises's RSPH Position: Q2 2026 in Review

Avidian Wealth Enterprises held its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) position steady in Q2 2026 at 15,640 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #469.

Avidian Wealth Enterprises first reported a position in RSPH in Q4 2021 and has held it in 19 quarters since. The position peaked at $536K in Q3 2024. 188 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Avidian Wealth Enterprises held 15,640 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $519K as of Q2 2026.
Avidian Wealth Enterprises left its Invesco S&P 500 Equal Weight Health Care ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #469 holding.
Avidian Wealth Enterprises first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2021 and has held it in 19 quarters since.
Avidian Wealth Enterprises's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $536K in Q3 2024.
188 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.