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

Cascade Wealth 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
2025 Q2	–	Sell	-21,900	Closed	-$610K	–	58
2025 Q1	$610K	Hold	21,900	–	–	0.42%	28
2024 Q4	$642K	Hold	21,900	–	–	0.43%	28
2024 Q3	$706K	Hold	21,900	–	–	0.5%	29
2024 Q2	$678K	Hold	21,900	–	–	0.5%	30
2024 Q1	$656K	Buy	+21,900	New	+$673K	0.56%	33

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

MCM

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Cascade Wealth Advisors's RSPH Position: Q2 2025 in Review

Cascade Wealth Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2025, closing a stake of 21,900 shares — an estimated $610K sold.

Cascade Wealth Advisors first reported a position in RSPH in Q1 2024 and held it in 5 quarters. The position peaked at $706K in Q3 2024. 164 funds tracked by Wall St. Rank hold RSPH as of Q2 2025.

Cascade Wealth Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2025 after selling out during the quarter.
Cascade Wealth Advisors sold 21,900 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2025, an estimated $610K.
Cascade Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2024 and held it in 5 quarters.
Cascade Wealth Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $706K in Q3 2024.
164 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2025.

Based on Cascade Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.