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

Cerity 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
2026 Q2	$294K	Buy	8,870 +500	+6%	+$15.6K	﹤0.01%	2811
2026 Q1	$253K	Sell	8,370 -2,399	-22%	-$76.9K	﹤0.01%	2732
2025 Q4	$343K	Sell	10,769 -523	-5%	-$16.3K	﹤0.01%	2326
2025 Q3	$332K	Buy	11,292 +2,168	+24%	+$62.8K	﹤0.01%	2213
2025 Q2	$266K	Sell	9,124 -79	-0.9%	-$2.25K	﹤0.01%	2216
2025 Q1	$274K	Buy	9,203 +95	+1%	+$2.88K	﹤0.01%	2070
2024 Q4	$267K	Sell	9,108 -1,019	-10%	-$31.3K	﹤0.01%	2095
2024 Q3	$326K	Buy	10,127 +16	+0.2%	+$501	﹤0.01%	2002
2024 Q2	$304K	Sell	10,111 -585	-5%	-$17.7K	﹤0.01%	1814
2024 Q1	$340K	Sell	10,696 -50	-0.5%	-$1.54K	﹤0.01%	1796
2023 Q4	$320K	Buy	+10,746	New	+$294K	﹤0.01%	1480
2023 Q3	–	Sell	-7,190	Closed	-$214K	–	1660
2023 Q2	$214K	Hold	7,190	–	–	﹤0.01%	1483
2023 Q1	$210K	Hold	7,190	–	–	﹤0.01%	1694
2022 Q4	$207K	Buy	+7,190	New	+$200K	﹤0.01%	1329
2022 Q2	–	Sell	-7,190	Closed	-$220K	–	1234
2022 Q1	$220K	Hold	7,190	–	–	﹤0.01%	837
2021 Q4	$230K	Hold	7,190	–	–	﹤0.01%	883
2021 Q3	$214K	Hold	7,190	–	–	﹤0.01%	636
2021 Q2	$211K	Buy	+7,190	New	+$203K	﹤0.01%	668

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

Cerity Partners's RSPH Position: Q2 2026 in Review

Cerity Partners increased its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 6% in Q2 2026, buying an estimated $15.6K and bringing the position to 8,870 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #2811.

Cerity Partners first reported a position in RSPH in Q2 2021 and has held it in 18 quarters since. The position peaked at $343K in Q4 2025. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Cerity Partners held 8,870 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $294K as of Q2 2026.
Cerity Partners bought 500 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $15.6K.
Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2811 holding.
Cerity Partners first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2021 and has held it in 18 quarters since.
Cerity Partners's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $343K in Q4 2025.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.