Berger Financial Group’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Berger Financial Group’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	$1.97M	Sell	59,353 -1,107	-2%	-$34.4K	0.1%	153
2026 Q1	$1.83M	Sell	60,460 -2,673	-4%	-$85.7K	0.1%	151
2025 Q4	$2.01M	Sell	63,133 -6,677	-10%	-$207K	0.12%	145
2025 Q3	$2.05M	Sell	69,810 -5,900	-8%	-$171K	0.12%	139
2025 Q2	$2.21M	Sell	75,710 -18,459	-20%	-$525K	0.14%	124
2025 Q1	$2.8M	Sell	94,169 -7,926	-8%	-$240K	0.19%	109
2024 Q4	$2.99M	Sell	102,095 -7,963	-7%	-$245K	0.21%	102
2024 Q3	$3.55M	Sell	110,058 -7,155	-6%	-$224K	0.26%	91
2024 Q2	$3.52M	Sell	117,213 -11,103	-9%	-$337K	0.28%	88
2024 Q1	$4.08M	Buy	+128,316	New	+$3.94M	0.34%	83

Other funds holding RSPH

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $217M AUM 21.15% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

Berger Financial Group's RSPH Position: Q2 2026 in Review

Berger Financial Group reduced its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 1.8% in Q2 2026, selling an estimated $34.4K and leaving 59,353 shares worth $1.97M. The position accounts for 0.1% of the portfolio, ranked #153.

Berger Financial Group first reported a position in RSPH in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.08M in Q1 2024. 93 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Berger Financial Group held 59,353 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $1.97M as of Q2 2026.
Berger Financial Group sold 1,107 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $34.4K.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.1% of Berger Financial Group's portfolio in Q2 2026, its #153 holding.
Berger Financial Group first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2024 and has held it in 10 quarters since.
Berger Financial Group's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $4.08M in Q1 2024.
93 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.