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 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

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

CX Institutional's RSPH Position: Q2 2026 in Review

CX Institutional reduced its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 84% in Q2 2026, selling an estimated $787K and leaving 4,760 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

CX Institutional first reported a position in RSPH in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.14M in Q2 2023. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

CX Institutional held 4,760 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $158K as of Q2 2026.
CX Institutional sold 25,289 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $787K.
Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #785 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 9 quarters since.
CX Institutional's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $1.14M 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 CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.