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

CX Institutional’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 Q3	$207K	Buy	5,597 +837	+18%	+$30K	0.01%	738
2026 Q2	$158K	Sell	4,760 -25,289	-84%	-$787K	﹤0.01%	785
2026 Q1	$907K	Buy	30,049 +25,217	+522%	+$809K	0.03%	353
2025 Q4	$154K	Sell	4,832 -996	-17%	-$30.9K	﹤0.01%	773
2025 Q3	$171K	Buy	5,828 +5,294	+991%	+$153K	0.01%	735
2025 Q2	$16K	Sell	534 -2,052	-79%	-$58.4K	﹤0.01%	992
2025 Q1	$77K	Buy	+2,586	New	+$78.4K	﹤0.01%	780
2023 Q3	–	Sell	-38,260	Closed	-$1.14M	–	536
2023 Q2	$1.14M	Buy	+38,260	New	+$1.12M	0.06%	260
2023 Q1	–	Sell	-8,810	Closed	-$254K	–	569
2022 Q4	$254K	Sell	8,810 -34,980	-80%	-$974K	0.02%	462
2022 Q3	$1.1M	Buy	+43,790	New	+$1.2M	0.08%	244

Other funds holding RSPH

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

TFA

Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional's RSPH Position: Q3 2026 in Review

CX Institutional increased its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 18% in Q3 2026, buying an estimated $30K and bringing the position to 5,597 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #738.

CX Institutional first reported a position in RSPH in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.14M in Q2 2023. 10 funds tracked by Wall St. Rank hold RSPH as of Q3 2026.

CX Institutional held 5,597 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $207K as of Q3 2026.
CX Institutional bought 837 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2026, an estimated $30K.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #738 holding.
CX Institutional first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2022 and has held it in 10 quarters since.
CX Institutional's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $1.14M in Q2 2023.
10 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.