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

DHJJ Financial 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 		$483K Hold
14,560
– – 0.14% 115
2026
Q1 		$440K Hold
14,560
– – 0.15% 114
2025
Q4 		$464K Sell
14,560
-256
-2% -$7.96K 0.15% 109
2025
Q3 		$435K Hold
14,816
– – 0.15% 109
2025
Q2 		$432K Buy
14,816
+1
+0% +$28 0.16% 111
2025
Q1 		$441K Sell
14,815
-422
-3% -$12.8K 0.18% 96
2024
Q4 		$446K Sell
15,237
-355
-2% -$10.9K 0.17% 98
2024
Q3 		$503K Sell
15,592
-50
-0.3% -$1.56K 0.2% 93
2024
Q2 		$470K Sell
15,642
-14
-0.1% -$425 0.2% 89
2024
Q1 		$498K Hold
15,656
– – 0.22% 80
2023
Q4 		$466K Buy
15,656
+1
+0% +$27 0.22% 82
2023
Q3 		$429K Sell
15,655
-5
-0% -$145 0.22% 81
2023
Q2 		$467K Hold
15,660
– – 0.24% 81
2023
Q1 		$457K Sell
15,660
-30
-0.2% -$873 0.25% 85
2022
Q4 		$452K Sell
15,690
-1,200
-7% -$33.4K 0.26% 82
2022
Q3 		$424K Buy
16,890
+10
+0.1% +$274 0.25% 83
2022
Q2 		$452K Hold
16,880
– – 0.25% 80
2022
Q1 		$523K Hold
16,880
– – 0.25% 81
2021
Q4 		$541K Buy
16,880
+110
+0.7% +$3.35K 0.25% 74
2021
Q3 		$500K Sell
16,770
-310
-2% -$9.54K 0.26% 76
2021
Q2 		$500K Sell
17,080
-180
-1% -$5.09K 0.26% 70
2021
Q1 		$463K Sell
17,260
-500
-3% -$13.3K 0.27% 69
2020
Q4 		$465K Buy
+17,760
New +$442K 0.29% 65

Other funds holding RSPH

Morgan Stanley
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DHJJ Financial Advisors's RSPH Position: Q2 2026 in Review

DHJJ Financial Advisors held its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) position steady in Q2 2026 at 14,560 shares worth $483K. The position accounts for 0.14% of the portfolio, ranked #115.

DHJJ Financial Advisors first reported a position in RSPH in Q4 2020 and has held it in 23 quarters since. The position peaked at $541K in Q4 2021. 188 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

  • DHJJ Financial Advisors held 14,560 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $483K as of Q2 2026.
  • DHJJ Financial Advisors left its Invesco S&P 500 Equal Weight Health Care ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight Health Care ETF made up 0.14% of DHJJ Financial Advisors's portfolio in Q2 2026, its #115 holding.
  • DHJJ Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2020 and has held it in 23 quarters since.
  • DHJJ Financial Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $541K in Q4 2021.
  • 188 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.