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

Clearstead 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
2026 Q2	$896K	Buy	27,010 +9,065	+51%	+$282K	0.01%	577
2026 Q1	$542K	Hold	17,945	–	–	﹤0.01%	693
2025 Q4	$572K	Hold	17,945	–	–	0.01%	617
2025 Q3	$527K	Hold	17,945	–	–	0.01%	620
2025 Q2	$524K	Sell	17,945 -11,406	-39%	-$325K	0.01%	604
2025 Q1	$873K	Buy	29,351 +11,406	+64%	+$346K	0.01%	448
2024 Q4	$526K	Sell	17,945 -1,575	-8%	-$48.4K	0.01%	562
2024 Q3	$629K	Hold	19,520	–	–	0.01%	518
2024 Q2	$586K	Hold	19,520	–	–	0.01%	507
2024 Q1	$596K	Hold	19,520	–	–	0.03%	292
2023 Q4	$581K	Hold	19,520	–	–	0.03%	293
2023 Q3	$535K	Hold	19,520	–	–	0.03%	285
2023 Q2	$582K	Hold	19,520	–	–	0.04%	273
2023 Q1	$569K	Hold	19,520	–	–	0.04%	241
2022 Q4	$563K	Hold	19,520	–	–	0.04%	243
2022 Q3	$491K	Buy	19,520 +17,680	+961%	+$485K	0.05%	228
2022 Q2	$49K	Hold	1,840	–	–	﹤0.01%	624
2022 Q1	$56K	Hold	1,840	–	–	﹤0.01%	657
2021 Q4	$59K	Hold	1,840	–	–	﹤0.01%	630
2021 Q3	$55K	Hold	1,840	–	–	﹤0.01%	601
2021 Q2	$54K	Hold	1,840	–	–	﹤0.01%	548
2021 Q1	$49K	Buy	+1,840	New	+$49K	﹤0.01%	550

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

Clearstead Advisors's RSPH Position: Q2 2026 in Review

Clearstead Advisors increased its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 51% in Q2 2026, buying an estimated $282K and bringing the position to 27,010 shares worth $896K. The position accounts for 0.01% of the portfolio, ranked #577.

Clearstead Advisors first reported a position in RSPH in Q1 2021 and has held it in 22 quarters since. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Clearstead Advisors held 27,010 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $896K as of Q2 2026.
Clearstead Advisors bought 9,065 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $282K.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #577 holding.
Clearstead Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2021 and has held it in 22 quarters since.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.