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

EP Wealth 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	$121K	Buy	+3,631	New	+$113K	﹤0.01%	1634
2025 Q2	$187K	Buy	6,400 +880	+16%	+$25.1K	﹤0.01%	1272
2025 Q1	$164K	Hold	5,520	–	–	﹤0.01%	1173
2024 Q4	$162K	Hold	5,520	–	–	﹤0.01%	1133
2024 Q3	$178K	Hold	5,520	–	–	﹤0.01%	1072
2024 Q2	$166K	Hold	5,520	–	–	﹤0.01%	781
2024 Q1	$175K	Buy	5,520 +900	+19%	+$27.6K	﹤0.01%	753
2023 Q4	$138K	Sell	4,620 -6,280	-58%	-$172K	﹤0.01%	752
2023 Q3	$299K	Sell	10,900 -943,770	-99%	-$27.5M	﹤0.01%	561
2023 Q2	$325K	Buy	954,670 +925,820	+3,209%	+$27.1M	﹤0.01%	547
2023 Q1	$276K	Buy	28,850 +17,950	+165%	+$522K	﹤0.01%	506
2022 Q4	$314K	Buy	+10,900	New	+$304K	0.01%	462
2022 Q3	–	Sell	-10,900	Closed	-$292K	–	567
2022 Q2	$292K	Sell	10,900 -1,170	-10%	-$33.2K	0.01%	486
2022 Q1	$370K	Buy	+12,070	New	+$361K	0.01%	446
2021 Q4	–	Sell	-12,160	Closed	-$363K	–	561
2021 Q3	$363K	Sell	12,160 -2,440	-17%	-$75.1K	0.01%	391
2021 Q2	$428K	Hold	14,600	–	–	0.01%	364
2021 Q1	$392K	Hold	14,600	–	–	0.01%	359
2020 Q4	$382K	Hold	14,600	–	–	0.01%	309
2020 Q3	$344K	Sell	14,600 -2,500	-15%	-$58.8K	0.01%	276
2020 Q2	$380K	Sell	17,100 -3,310	-16%	-$70.8K	0.02%	279
2020 Q1	$386K	Buy	+20,410	New	+$432K	0.02%	280
2015 Q4	–	Sell	-100,750	Closed	-$1.13M	–	158
2015 Q3	$1.13M	Buy	+100,750	New	+$1.58M	0.22%	56

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

EP Wealth Advisors's RSPH Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2026: 3,631 shares worth $121K. The stake represents ﹤0.01% of the portfolio and ranks #1634 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in RSPH as recently as Q2 2025.

EP Wealth Advisors first reported a position in RSPH in Q3 2015 and has held it in 22 quarters since. The position peaked at $1.13M in Q3 2015. 188 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

EP Wealth Advisors held 3,631 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $121K as of Q2 2026.
Invesco S&P 500 Equal Weight Health Care ETF was a new EP Wealth Advisors position in Q2 2026.
Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1634 holding.
EP Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2015 and has held it in 22 quarters since.
EP Wealth Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $1.13M in Q3 2015.
188 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.