Harbor Asset Planning’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Harbor Asset Planning’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	$527K	Sell	15,870 -2,904	-15%	-$90.4K	0.4%	58
2026 Q1	$567K	Sell	18,774 -217	-1%	-$6.96K	0.48%	51
2025 Q4	$605K	Buy	18,991 +28	+0.1%	+$870	0.52%	49
2025 Q3	$557K	Sell	18,963 -288	-1%	-$8.34K	0.5%	50
2025 Q2	$562K	Buy	+19,251	New	+$548K	0.54%	47

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

Harbor Asset Planning's RSPH Position: Q2 2026 in Review

Harbor Asset Planning reduced its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 15% in Q2 2026, selling an estimated $90.4K and leaving 15,870 shares worth $527K. The position accounts for 0.4% of the portfolio, ranked #58.

Harbor Asset Planning first reported a position in RSPH in Q2 2025 and has held it in 5 quarters since. The position peaked at $605K in Q4 2025. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Harbor Asset Planning held 15,870 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $527K as of Q2 2026.
Harbor Asset Planning sold 2,904 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $90.4K.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.4% of Harbor Asset Planning's portfolio in Q2 2026, its #58 holding.
Harbor Asset Planning first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $605K in Q4 2025.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.