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

Freedom 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
Q3 		– Sell
-16,522
Closed -$482K – 575
2025
Q2 		$482K Sell
16,522
-258
-2% -$7.34K 0.04% 455
2025
Q1 		$499K Sell
16,780
-1,393
-8% -$42.3K 0.04% 421
2024
Q4 		$532K Sell
18,173
-2,705
-13% -$83.2K 0.04% 413
2024
Q3 		$673K Sell
20,878
-1,421
-6% -$44.5K 0.05% 338
2024
Q2 		$670K Sell
22,299
-3,904
-15% -$118K 0.05% 331
2024
Q1 		$833K Sell
26,203
-7,706
-23% -$237K 0.07% 301
2023
Q4 		$1.01M Sell
33,909
-1,189
-3% -$32.6K 0.08% 245
2023
Q3 		$962K Buy
+35,098
New +$1.02M 0.12% 215
2023
Q2 		– Sell
-113,390
Closed -$3.31M – 757
2023
Q1 		$3.31M Sell
113,390
-107,880
-49% -$3.14M 0.37% 56
2022
Q4 		$6.38M Sell
221,270
-8,260
-4% -$230K 0.72% 12
2022
Q3 		$5.77M Buy
229,530
+4,690
+2% +$129K 0.67% 16
2022
Q2 		$6.02M Sell
224,840
-15,680
-7% -$444K 0.64% 17
2022
Q1 		$7.37M Buy
240,520
+127,950
+114% +$3.83M 0.66% 15
2021
Q4 		$3.61M Buy
112,570
+90,540
+411% +$2.76M 0.26% 85
2021
Q3 		$657K Sell
22,030
-340
-2% -$10.5K 0.05% 429
2021
Q2 		$655K Sell
22,370
-1,400
-6% -$39.6K 0.05% 454
2021
Q1 		$638K Buy
+23,770
New +$633K 0.05% 441
2018
Q3 		– Sell
-98,110
Closed -$1.79M – 963
2018
Q2 		$1.79M Buy
98,110
+970
+1% +$17.6K 0.11% 187
2018
Q1 		$1.75M Sell
97,140
-620
-0.6% -$11.5K 0.09% 210
2017
Q4 		$1.76M Buy
97,760
+5,530
+6% +$98K 0.09% 184
2017
Q3 		$1.62M Buy
92,230
+12,060
+15% +$210K 0.09% 193
2017
Q2 		$1.4M Buy
80,170
+3,710
+5% +$61.6K 0.08% 203
2017
Q1 		$1.22M Buy
76,460
+12,020
+19% +$187K 0.07% 235
2016
Q4 		$940K Buy
+64,440
New +$953K 0.06% 262

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Freedom Investment Management's RSPH Position: Q3 2025 in Review

Freedom Investment Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2025, closing a stake of 16,522 shares — an estimated $482K sold.

Freedom Investment Management first reported a position in RSPH in Q4 2016 and held it in 24 quarters. The position peaked at $7.37M in Q1 2022. 166 funds tracked by Wall St. Rank hold RSPH as of Q3 2025.

  • Freedom Investment Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 16,522 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2025, an estimated $482K.
  • Freedom Investment Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2016 and held it in 24 quarters.
  • Freedom Investment Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $7.37M in Q1 2022.
  • 166 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.