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

Beacon Pointe 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 Q1	$1.07M	Buy	+35,320	New	+$1.13M	0.01%	969
2025 Q3	–	Sell	-30,050	Closed	-$877K	–	1507
2025 Q2	$877K	Hold	30,050	–	–	0.01%	705
2025 Q1	$894K	Hold	30,050	–	–	0.01%	668
2024 Q4	$880K	Hold	30,050	–	–	0.01%	664
2024 Q3	$969K	Hold	30,050	–	–	0.01%	644
2024 Q2	$902K	Hold	30,050	–	–	0.01%	671
2024 Q1	$955K	Hold	30,050	–	–	0.01%	700
2023 Q4	$895K	Hold	30,050	–	–	0.01%	703
2023 Q3	$823K	Hold	30,050	–	–	0.01%	689
2023 Q2	$896K	Hold	30,050	–	–	0.01%	550
2023 Q1	$877K	Hold	30,050	–	–	0.01%	580
2022 Q4	$867K	Hold	30,050	–	–	0.02%	541
2022 Q3	$755K	Hold	30,050	–	–	0.02%	530
2022 Q2	$805K	Buy	+30,050	New	+$852K	0.02%	524

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Beacon Pointe Advisors's RSPH Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2026: 35,320 shares worth $1.07M. The stake represents 0.01% of the portfolio and ranks #969 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in RSPH as recently as Q2 2025.

Beacon Pointe Advisors first reported a position in RSPH in Q2 2022 and has held it in 14 quarters since. 182 funds tracked by Wall St. Rank hold RSPH as of Q1 2026.

Beacon Pointe Advisors held 35,320 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $1.07M as of Q1 2026.
Invesco S&P 500 Equal Weight Health Care ETF was a new Beacon Pointe Advisors position in Q1 2026.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #969 holding.
Beacon Pointe Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2022 and has held it in 14 quarters since.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.