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

Coastal Bridge 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	$2.01M	Buy	60,682 +70	+0.1%	+$2.18K	0.12%	166
2026 Q1	$1.83M	Buy	60,612 +4	+0%	+$128	0.13%	168
2025 Q4	$1.93M	Buy	60,608 +1,553	+3%	+$48.3K	0.14%	160
2025 Q3	$1.74M	Buy	59,055 +39,020	+195%	+$1.13M	0.13%	161
2025 Q2	$585K	Sell	20,035 -360	-2%	-$10.2K	0.05%	272
2025 Q1	$607K	Buy	+20,395	New	+$619K	0.05%	258

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

Coastal Bridge Advisors's RSPH Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 0.12% in Q2 2026, buying an estimated $2.18K and bringing the position to 60,682 shares worth $2.01M. The position accounts for 0.12% of the portfolio, ranked #166.

Coastal Bridge Advisors first reported a position in RSPH in Q1 2025 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Coastal Bridge Advisors held 60,682 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $2.01M as of Q2 2026.
Coastal Bridge Advisors bought 70 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $2.18K.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.12% of Coastal Bridge Advisors's portfolio in Q2 2026, its #166 holding.
Coastal Bridge Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2025 and has held it in 6 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 Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.