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

Empirical Asset 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	$924K	Sell	27,830 -1,065	-4%	-$33.1K	0.21%	124
2026 Q1	$872K	Sell	28,895 -215	-0.7%	-$6.89K	0.23%	119
2025 Q4	$927K	Sell	29,110 -100	-0.3%	-$3.11K	0.26%	107
2025 Q3	$858K	Sell	29,210 -570	-2%	-$16.5K	0.24%	123
2025 Q2	$869K	Sell	29,780 -1,100	-4%	-$31.3K	0.27%	102
2025 Q1	$919K	Sell	30,880 -1,020	-3%	-$30.9K	0.31%	85
2024 Q4	$935K	Sell	31,900 -1,110	-3%	-$34.1K	0.31%	91
2024 Q3	$1.06M	Sell	33,010 -405	-1%	-$12.7K	0.38%	75
2024 Q2	$1M	Sell	33,415 -2,425	-7%	-$73.6K	0.38%	68
2024 Q1	$1.14M	Buy	+35,840	New	+$1.1M	0.55%	49

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

Empirical Asset Management's RSPH Position: Q2 2026 in Review

Empirical Asset Management reduced its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 3.7% in Q2 2026, selling an estimated $33.1K and leaving 27,830 shares worth $924K. The position accounts for 0.21% of the portfolio, ranked #124.

Empirical Asset Management first reported a position in RSPH in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.14M in Q1 2024. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Empirical Asset Management held 27,830 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $924K as of Q2 2026.
Empirical Asset Management sold 1,065 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $33.1K.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.21% of Empirical Asset Management's portfolio in Q2 2026, its #124 holding.
Empirical Asset Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2024 and has held it in 10 quarters since.
Empirical Asset Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $1.14M in Q1 2024.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.