Guardian Wealth Management (Illinois)’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Guardian Wealth Management (Illinois)’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	-1,140	Closed	-$33.9K	–	165
2025 Q1	$33.9K	Buy	1,140 +2	+0.2%	+$61	0.02%	116
2024 Q4	$33.4K	Buy	1,138 +1	+0.1%	+$31	0.02%	131
2024 Q3	$36.6K	Buy	1,137 +2	+0.2%	+$63	0.03%	122
2024 Q2	$34.1K	Buy	1,135 +2	+0.2%	+$61	0.03%	120
2024 Q1	$36K	Buy	1,133 +2	+0.2%	+$61	0.03%	119
2023 Q4	$33.7K	Buy	1,131 +1	+0.1%	+$27	0.03%	119
2023 Q3	$31K	Hold	1,130	–	–	0.03%	119
2023 Q2	$33.6K	Hold	1,130	–	–	0.03%	120
2023 Q1	$32.9K	Hold	1,130	–	–	0.03%	125
2022 Q4	$32.5K	Sell	1,130 -560	-33%	-$15.6K	0.03%	130
2022 Q3	$42K	Buy	1,690 +10	+0.6%	+$274	0.05%	117
2022 Q2	$45K	Hold	1,680	–	–	0.05%	116
2022 Q1	$52K	Sell	1,680 -670	-29%	-$20.1K	0.05%	121
2021 Q4	$75K	Buy	+2,350	New	+$71.5K	0.07%	100

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 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

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s RSPH Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2025, closing a stake of 1,140 shares — an estimated $33.9K sold.

Guardian Wealth Management (Illinois) first reported a position in RSPH in Q4 2021 and held it in 14 quarters. The position peaked at $75K in Q4 2021. 164 funds tracked by Wall St. Rank hold RSPH as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 1,140 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2025, an estimated $33.9K.
Guardian Wealth Management (Illinois) first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Invesco S&P 500 Equal Weight Health Care ETF position peaked at $75K in Q4 2021.
164 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.