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

Empirical 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
2025
Q1 		– Sell
-9,440
Closed -$277K – 705
2024
Q4 		$277K Buy
+9,440
New +$290K 0.01% 520

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $616M AUM 14.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Empirical Wealth Management's RSPH Position: Q1 2025 in Review

Empirical Wealth Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2025, closing a stake of 9,440 shares — an estimated $277K sold.

Empirical Wealth Management first reported a position in RSPH in Q4 2024 and held it in 1 quarter. The position peaked at $277K in Q4 2024. 187 funds tracked by Wall St. Rank hold RSPH as of Q1 2025.

  • Empirical Wealth Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 9,440 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2025, an estimated $277K.
  • Empirical Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2024 and held it in 1 quarter.
  • Empirical Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $277K in Q4 2024.
  • 187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2025.

Based on Empirical Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.