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Financial Advocates Investment Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-6,744
Closed -$201K – 741
2025
Q1 		$201K Sell
6,744
-1,320
-16% -$40K 0.01% 677
2024
Q4 		$236K Sell
8,064
-1,464
-15% -$45K 0.01% 663
2024
Q3 		$391K Buy
9,528
+509
+6% +$15.9K 0.02% 533
2024
Q2 		$271K Sell
9,019
-5,281
-37% -$160K 0.02% 598
2024
Q1 		$619K Buy
14,300
+7
+0% +$215 0.04% 414
2023
Q4 		$557K Buy
14,293
+4,780
+50% +$131K 0.04% 407
2023
Q3 		$261K Buy
9,513
+13
+0.1% +$378 0.02% 567
2023
Q2 		$283K Sell
9,500
-200
-2% -$5.86K 0.02% 538
2023
Q1 		$283K Buy
9,700
+10
+0.1% +$291 0.02% 571
2022
Q4 		$279K Buy
9,690
+570
+6% +$15.9K 0.02% 578
2022
Q3 		$223K Sell
9,120
-3,400
-27% -$93.2K 0.02% 633
2022
Q2 		$335K Sell
12,520
-110
-0.9% -$3.12K 0.03% 485
2022
Q1 		$387K Sell
12,630
-610
-5% -$18.3K 0.03% 507
2021
Q4 		$425K Sell
13,240
-190
-1% -$5.78K 0.03% 530
2021
Q3 		$400K Buy
13,430
+10
+0.1% +$308 0.03% 531
2021
Q2 		$393K Buy
13,420
+10
+0.1% +$283 0.03% 538
2021
Q1 		$360K Sell
13,410
-3,810
-22% -$101K 0.03% 558
2020
Q4 		$341K Buy
17,220
+3,030
+21% +$75.4K 0.02% 536
2020
Q3 		$335K Buy
+14,190
New +$334K 0.03% 454
2020
Q1 		– Sell
-11,340
Closed -$251K – 535
2019
Q4 		$251K Buy
+11,340
New +$237K 0.03% 437
2019
Q3 		– Sell
-11,590
Closed -$235K – 502
2019
Q2 		$235K Buy
11,590
+860
+8% +$16.7K 0.03% 414
2019
Q1 		$212K Buy
+10,730
New +$207K 0.03% 427
2018
Q4 		– Sell
-10,950
Closed -$226K – 491
2018
Q3 		$226K Buy
10,950
+10
+0.1% +$196 0.03% 453
2018
Q2 		$200K Buy
+10,940
New +$198K 0.02% 467

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $445B AUM 25.58% 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 $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Financial Advocates Investment Management's RSPH Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2025, closing a stake of 6,744 shares — an estimated $201K sold.

Financial Advocates Investment Management first reported a position in RSPH in Q2 2018 and held it in 24 quarters. The position peaked at $619K in Q1 2024. 164 funds tracked by Wall St. Rank hold RSPH as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 6,744 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2025, an estimated $201K.
  • Financial Advocates Investment Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2018 and held it in 24 quarters.
  • Financial Advocates Investment Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $619K in Q1 2024.
  • 164 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.