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

Garton & Associates 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	-425	Closed	-$13.5K	–	578
2025 Q4	$13.5K	Buy	+425	New	+$13.2K	0.01%	754

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Garton & Associates Financial Advisors's RSPH Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2026, closing a stake of 425 shares — an estimated $13.5K sold.

Garton & Associates Financial Advisors first reported a position in RSPH in Q4 2025 and held it in 1 quarter. The position peaked at $13.5K in Q4 2025. 182 funds tracked by Wall St. Rank hold RSPH as of Q1 2026.

Garton & Associates 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.
Garton & Associates Financial Advisors sold 425 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2026, an estimated $13.5K.
Garton & Associates Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2025 and held it in 1 quarter.
Garton & Associates Financial Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $13.5K in Q4 2025.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.