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Capasso Planning Partners’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Capasso Planning Partners’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
Q4 		– Sell
-7,947
Closed -$234K – 82
2025
Q3 		$234K Buy
+7,947
New +$230K 0.14% 67

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Capasso Planning Partners's RSPH Position: Q4 2025 in Review

Capasso Planning Partners sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q4 2025, closing a stake of 7,947 shares — an estimated $234K sold.

Capasso Planning Partners first reported a position in RSPH in Q3 2025 and held it in 1 quarter. The position peaked at $234K in Q3 2025. 184 funds tracked by Wall St. Rank hold RSPH as of Q4 2025.

  • Capasso Planning Partners reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q4 2025 after selling out during the quarter.
  • Capasso Planning Partners sold 7,947 Invesco S&P 500 Equal Weight Health Care ETF shares in Q4 2025, an estimated $234K.
  • Capasso Planning Partners first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2025 and held it in 1 quarter.
  • Capasso Planning Partners's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $234K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q4 2025.

Based on Capasso Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.