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Hazlett, Burt & Watson’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Hazlett, Burt & Watson’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 		$34K Hold
1,000
– – 0.01% 525
2026
Q1 		$30K Hold
1,000
– – 0.01% 534
2025
Q4 		$32K Buy
+1,000
New +$31.1K 0.01% 520

Other funds holding RSPH

Morgan Stanley
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hazlett, Burt & Watson's RSPH Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) position steady in Q2 2026 at 1,000 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #525.

Hazlett, Burt & Watson first reported a position in RSPH in Q4 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

  • Hazlett, Burt & Watson held 1,000 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $34K as of Q2 2026.
  • Hazlett, Burt & Watson left its Invesco S&P 500 Equal Weight Health Care ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight Health Care ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #525 holding.
  • Hazlett, Burt & Watson first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2025 and has held it in 3 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 Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.