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

Creative Planning’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 Q1	$2.84M	Sell	94,225 -7,738	-8%	-$248K	﹤0.01%	1618
2025 Q4	$3.25M	Sell	101,963 -3,047	-3%	-$94.7K	﹤0.01%	1327
2025 Q3	$3.09M	Sell	105,010 -13,088	-11%	-$379K	﹤0.01%	1197
2025 Q2	$3.45M	Buy	118,098 +22,680	+24%	+$646K	﹤0.01%	954
2025 Q1	$2.84M	Sell	95,418 -4,766	-5%	-$145K	﹤0.01%	969
2024 Q4	$2.94M	Sell	100,184 -13,581	-12%	-$417K	﹤0.01%	910
2024 Q3	$3.67M	Sell	113,765 -7,517	-6%	-$235K	﹤0.01%	764
2024 Q2	$3.64M	Sell	121,282 -28,754	-19%	-$872K	﹤0.01%	738
2024 Q1	$4.77M	Sell	150,036 -45,587	-23%	-$1.4M	0.01%	619
2023 Q4	$5.83M	Buy	195,623 +14,798	+8%	+$406K	0.01%	528
2023 Q3	$4.95M	Buy	180,825 +169,985	+1,568%	+$4.95M	0.01%	540
2023 Q2	$323K	Buy	10,840 +1,600	+17%	+$46.9K	﹤0.01%	1850
2023 Q1	$270K	Buy	+9,240	New	+$269K	﹤0.01%	1891
2017 Q3	–	Sell	-5,400	Closed	-$94K	–	3347
2017 Q2	$94K	Buy	5,400 +1,460	+37%	+$24.2K	﹤0.01%	2037
2017 Q1	$63K	Sell	3,940 -4,000	-50%	-$62.3K	﹤0.01%	2303
2016 Q4	$116K	Hold	7,940	–	–	﹤0.01%	1763
2016 Q3	$124K	Buy	7,940 +3,300	+71%	+$51.8K	﹤0.01%	1703
2016 Q2	$70K	Buy	4,640 +4,600	+11,500%	+$68.6K	﹤0.01%	1913
2016 Q1	$1K	Hold	40	–	–	﹤0.01%	4164
2015 Q4	$1K	Hold	40	–	–	﹤0.01%	4238
2015 Q3	$1K	Buy	+40	New	+$626	﹤0.01%	4134
2015 Q2	–	Sell	-1,610	Closed	-$25K	–	2619
2015 Q1	$25K	Buy	1,610 +580	+56%	+$8.67K	﹤0.01%	2560
2014 Q4	$15K	Buy	1,030 +1,000	+3,333%	+$13.7K	﹤0.01%	2867
2014 Q3	$0	Sell	30 -200	-87%	-$2.54K	﹤0.01%	4127
2014 Q2	$3K	Buy	230 +200	+667%	+$2.37K	﹤0.01%	3417
2014 Q1	$0	Hold	30	–	–	﹤0.01%	3732
2013 Q4	$0	Hold	30	–	–	﹤0.01%	3448
2013 Q3	$0	Hold	30	–	–	﹤0.01%	3332
2013 Q2	$0	Buy	+30	New	+$279	﹤0.01%	3114

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Creative Planning's RSPH Position: Q1 2026 in Review

Creative Planning reduced its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 7.6% in Q1 2026, selling an estimated $248K and leaving 94,225 shares worth $2.84M. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Creative Planning first reported a position in RSPH in Q2 2013 and has held it in 29 quarters since. The position peaked at $5.83M in Q4 2023. 182 funds tracked by Wall St. Rank hold RSPH as of Q1 2026.

Creative Planning held 94,225 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $2.84M as of Q1 2026.
Creative Planning sold 7,738 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2026, an estimated $248K.
Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1618 holding.
Creative Planning first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2013 and has held it in 29 quarters since.
Creative Planning's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $5.83M in Q4 2023.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.