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

Elmwood Wealth Management’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	$402K	Sell	12,126 -491	-4%	-$15.3K	0.1%	143
2026 Q1	$381K	Buy	12,617 +491	+4%	+$15.7K	0.11%	136
2025 Q4	$386K	Buy	+12,126	New	+$377K	0.12%	126
2022 Q1	–	Sell	-150	Closed	-$5K	–	277
2021 Q4	$5K	Buy	+150	New	+$4.57K	﹤0.01%	316
2021 Q2	$4K	Hold	150	–	–	﹤0.01%	288
2021 Q1	$4K	Buy	+150	New	+$3.99K	﹤0.01%	276

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

Elmwood Wealth Management's RSPH Position: Q2 2026 in Review

Elmwood Wealth Management reduced its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 3.9% in Q2 2026, selling an estimated $15.3K and leaving 12,126 shares worth $402K. The position accounts for 0.1% of the portfolio, ranked #143.

Elmwood Wealth Management first reported a position in RSPH in Q1 2021 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Elmwood Wealth Management held 12,126 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $402K as of Q2 2026.
Elmwood Wealth Management sold 491 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $15.3K.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.1% of Elmwood Wealth Management's portfolio in Q2 2026, its #143 holding.
Elmwood Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2021 and has held it in 6 quarters since.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.