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

Corient Private Wealth’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	$929K	Buy	27,990 +716	+3%	+$22.3K	﹤0.01%	1854
2026 Q1	$764K	Buy	27,274 +1,887	+7%	+$60.5K	﹤0.01%	1798
2025 Q4	$809K	Sell	25,387 -714	-3%	-$22.2K	﹤0.01%	1612
2025 Q3	$767K	Buy	26,101 +2,358	+10%	+$68.3K	﹤0.01%	1554
2025 Q2	$693K	Buy	23,743 +15	+0.1%	+$427	﹤0.01%	1532
2025 Q1	$706K	Buy	23,728 +356	+2%	+$10.8K	﹤0.01%	1436
2024 Q4	$685K	Sell	23,372 -2,622	-10%	-$80.6K	﹤0.01%	1468
2024 Q3	$838K	Buy	25,994 +2,862	+12%	+$89.6K	﹤0.01%	1491
2024 Q2	$695K	Sell	23,132 -11,420	-33%	-$346K	﹤0.01%	1478
2024 Q1	$1.1M	Buy	34,552 +2,560	+8%	+$78.6K	﹤0.01%	1286
2023 Q4	$953K	Sell	31,992 -10,260	-24%	-$281K	﹤0.01%	1304
2023 Q3	$1.16M	Sell	42,252 -1,518	-3%	-$44.2K	﹤0.01%	1141
2023 Q2	$1.3M	Buy	43,770 +30	+0.1%	+$879	﹤0.01%	1061
2023 Q1	$1.28M	Buy	+43,740	New	+$1.27M	﹤0.01%	994

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

Corient Private Wealth's RSPH Position: Q2 2026 in Review

Corient Private Wealth increased its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 2.6% in Q2 2026, buying an estimated $22.3K and bringing the position to 27,990 shares worth $929K. The position accounts for ﹤0.01% of the portfolio, ranked #1854.

Corient Private Wealth first reported a position in RSPH in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.3M in Q2 2023. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Corient Private Wealth held 27,990 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $929K as of Q2 2026.
Corient Private Wealth bought 716 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $22.3K.
Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1854 holding.
Corient Private Wealth first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2023 and has held it in 14 quarters since.
Corient Private Wealth's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $1.3M in Q2 2023.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.