Global Retirement Partners’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Global Retirement Partners’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	$168K	Buy	+5,051	New	+$157K	﹤0.01%	1688
2025 Q4	$161K	Buy	5,050 +4,663	+1,205%	+$145K	﹤0.01%	1603
2025 Q3	$11.4K	Buy	387 +224	+137%	+$6.49K	﹤0.01%	2646
2025 Q2	$4.75K	Buy	+163	New	+$4.64K	﹤0.01%	2928
2024 Q4	$4.76K	Hold	162	–	–	﹤0.01%	2706
2024 Q3	$5.23K	Hold	162	–	–	﹤0.01%	2540
2024 Q2	$4.87K	Sell	162 -167	-51%	-$5.07K	﹤0.01%	2624
2024 Q1	$10.5K	Hold	329	–	–	﹤0.01%	2106
2023 Q4	$9.85K	Buy	+329	New	+$9.02K	﹤0.01%	2071
2019 Q2	–	Sell	-1,000	Closed	-$20K	–	1689
2019 Q1	$20K	Hold	1,000	–	–	﹤0.01%	828
2018 Q4	$18K	Hold	1,000	–	–	﹤0.01%	790
2018 Q3	$21K	Hold	1,000	–	–	﹤0.01%	795
2018 Q2	$18K	Hold	1,000	–	–	﹤0.01%	830
2018 Q1	$18K	Hold	1,000	–	–	0.01%	790
2017 Q4	$18K	Hold	1,000	–	–	﹤0.01%	754
2017 Q3	$18K	Hold	1,000	–	–	0.01%	681
2017 Q2	$17K	Hold	1,000	–	–	0.01%	649
2017 Q1	$16K	Hold	1,000	–	–	0.01%	614
2016 Q4	$15K	Buy	+1,000	New	+$14.8K	0.01%	593

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

Global Retirement Partners's RSPH Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2026: 5,051 shares worth $168K. The stake represents ﹤0.01% of the portfolio and ranks #1688 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in RSPH as recently as Q4 2025.

Global Retirement Partners first reported a position in RSPH in Q4 2016 and has held it in 19 quarters since. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Global Retirement Partners held 5,051 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $168K as of Q2 2026.
Invesco S&P 500 Equal Weight Health Care ETF was a new Global Retirement Partners position in Q2 2026.
Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1688 holding.
Global Retirement Partners first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2016 and has held it in 19 quarters since.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.