HHM Wealth Advisors
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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
Q3 		$885K Hold
23,915
– – 0.08% 92
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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Walled Lake Planning & Wealth Management
Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

HHM Wealth Advisors's RSPH Position: Q3 2026 in Review

HHM Wealth Advisors held its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) position steady in Q3 2026 at 23,915 shares worth $885K. The position accounts for 0.08% of the portfolio, ranked #92.

HHM Wealth Advisors first reported a position in RSPH in Q4 2019 and has held it in 28 quarters since. 171 funds tracked by Wall St. Rank hold RSPH as of Q3 2026.

  • HHM Wealth Advisors held 23,915 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $885K as of Q3 2026.
  • HHM Wealth Advisors left its Invesco S&P 500 Equal Weight Health Care ETF share count unchanged in Q3 2026.
  • Invesco S&P 500 Equal Weight Health Care ETF made up 0.08% of HHM Wealth Advisors's portfolio in Q3 2026, its #92 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 28 quarters since.
  • 171 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2026.

Based on HHM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.