HHM Wealth Advisors’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

HHM Wealth 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 Q2	$794K	Buy	23,915 +800	+3%	+$24.9K	0.08%	96
2026 Q1	$698K	Hold	23,115	–	–	0.08%	95
2025 Q4	$736K	Sell	23,115 -80	-0.3%	-$2.49K	0.09%	87
2025 Q3	$682K	Buy	23,195 +1,550	+7%	+$44.9K	0.08%	92
2025 Q2	$632K	Hold	21,645	–	–	0.08%	95
2025 Q1	$644K	Buy	21,645 +2,850	+15%	+$86.5K	0.09%	84
2024 Q4	$551K	Hold	18,795	–	–	0.07%	96
2024 Q3	$606K	Buy	18,795 +1,805	+11%	+$56.5K	0.09%	90
2024 Q2	$510K	Buy	16,990 +7,700	+83%	+$234K	0.08%	94
2024 Q1	$295K	Buy	9,290 +2,580	+38%	+$79.3K	0.05%	118
2023 Q4	$200K	Buy	6,710 +540	+9%	+$14.8K	0.03%	141
2023 Q3	$169K	Hold	6,170	–	–	0.03%	142
2023 Q2	$184K	Hold	6,170	–	–	0.03%	143
2023 Q1	$180K	Hold	6,170	–	–	0.04%	136
2022 Q4	$178K	Hold	6,170	–	–	0.04%	128
2022 Q3	$155K	Hold	6,170	–	–	0.04%	126
2022 Q2	$165K	Hold	6,170	–	–	0.04%	144
2022 Q1	$189K	Buy	6,170 +2,000	+48%	+$59.9K	0.04%	150
2021 Q4	$134K	Hold	4,170	–	–	0.03%	183
2021 Q3	$124K	Hold	4,170	–	–	0.03%	184
2021 Q2	$122K	Hold	4,170	–	–	0.03%	186
2021 Q1	$112K	Hold	4,170	–	–	0.03%	173
2020 Q4	$109K	Sell	4,170 -1,600	-28%	-$39.8K	0.04%	159
2020 Q3	$136K	Hold	5,770	–	–	0.05%	117
2020 Q2	$128K	Hold	5,770	–	–	0.05%	111
2020 Q1	$109K	Sell	5,770 -3,560	-38%	-$75.4K	0.05%	113
2019 Q4	$206K	Buy	+9,330	New	+$195K	0.1%	79

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

HHM Wealth Advisors's RSPH Position: Q2 2026 in Review

HHM Wealth Advisors increased its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 3.5% in Q2 2026, buying an estimated $24.9K and bringing the position to 23,915 shares worth $794K. The position accounts for 0.08% of the portfolio, ranked #96.

HHM Wealth Advisors first reported a position in RSPH in Q4 2019 and has held it in 27 quarters since. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

HHM Wealth Advisors held 23,915 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $794K as of Q2 2026.
HHM Wealth Advisors bought 800 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $24.9K.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.08% of HHM Wealth Advisors's portfolio in Q2 2026, its #96 holding.
HHM Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2019 and has held it in 27 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 HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.