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

Fortune Financial 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 Q1	–	Sell	-6,402	Closed	-$204K	–	151
2025 Q4	$204K	Buy	+6,402	New	+$199K	0.14%	97
2025 Q2	–	Sell	-8,102	Closed	-$241K	–	99
2025 Q1	$241K	Hold	8,102	–	–	0.21%	88
2024 Q4	$237K	Hold	8,102	–	–	0.22%	82
2024 Q3	$261K	Sell	8,102 -239	-3%	-$7.48K	0.24%	83
2024 Q2	$250K	Hold	8,341	–	–	0.15%	118
2024 Q1	$265K	Sell	8,341 -629	-7%	-$19.3K	0.17%	120
2023 Q4	$267K	Sell	8,970 -703	-7%	-$19.3K	0.19%	108
2023 Q3	$265K	Sell	9,673 -7	-0.1%	-$204	0.2%	100
2023 Q2	$288K	Buy	+9,680	New	+$284K	0.22%	96

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Fortune Financial Advisors's RSPH Position: Q1 2026 in Review

Fortune Financial Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2026, closing a stake of 6,402 shares — an estimated $204K sold.

Fortune Financial Advisors first reported a position in RSPH in Q2 2023 and held it in 9 quarters. The position peaked at $288K in Q2 2023. 182 funds tracked by Wall St. Rank hold RSPH as of Q1 2026.

Fortune Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2026 after selling out during the quarter.
Fortune Financial Advisors sold 6,402 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2026, an estimated $204K.
Fortune Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2023 and held it in 9 quarters.
Fortune Financial Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $288K in Q2 2023.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2026.

Based on Fortune Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.