CFML
RSPH icon

COMPASS FINANCIAL MANAGEMENT LLC’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$29K Buy
+873
New +$27.2K ﹤0.01% 804

Other funds holding RSPH

Morgan Stanley
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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FC
FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's RSPH Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2026: 873 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #804 among its holdings.

157 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 873 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $29K as of Q2 2026.
  • Invesco S&P 500 Equal Weight Health Care ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #804 holding.
  • 157 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.