HM Payson & Co’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

HM Payson & Co’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 Q1	–	Sell	-420	Closed	-$12.3K	–	1069
2024 Q4	$12.3K	Buy	+420	New	+$12.9K	﹤0.01%	826
2024 Q1	–	Sell	-130	Closed	-$3.87K	–	1004
2023 Q4	$3.87K	Buy	+130	New	+$3.56K	﹤0.01%	879
2023 Q2	–	Sell	-230	Closed	-$6.71K	–	1045
2023 Q1	$6.71K	Hold	230	–	–	﹤0.01%	834
2022 Q4	$6.62K	Hold	230	–	–	﹤0.01%	783
2022 Q3	$6K	Hold	230	–	–	﹤0.01%	843
2022 Q2	$6K	Hold	230	–	–	﹤0.01%	875
2022 Q1	$7K	Hold	230	–	–	﹤0.01%	874
2021 Q4	$7K	Hold	230	–	–	﹤0.01%	909
2021 Q3	$7K	Hold	230	–	–	﹤0.01%	869
2021 Q2	$7K	Sell	230 -760	-77%	-$21.5K	﹤0.01%	860
2021 Q1	$26K	Buy	990 +230	+30%	+$6.12K	﹤0.01%	712
2020 Q4	$20K	Buy	+760	New	+$18.9K	﹤0.01%	770

Other funds holding RSPH

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MCM

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

FDCDDQ

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

HM Payson & Co's RSPH Position: Q1 2025 in Review

HM Payson & Co sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2025, closing a stake of 420 shares — an estimated $12.3K sold.

HM Payson & Co first reported a position in RSPH in Q4 2020 and held it in 12 quarters. The position peaked at $26K in Q1 2021. 187 funds tracked by Wall St. Rank hold RSPH as of Q1 2025.

HM Payson & Co reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2025 after selling out during the quarter.
HM Payson & Co sold 420 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2025, an estimated $12.3K.
HM Payson & Co first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2020 and held it in 12 quarters.
HM Payson & Co's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $26K in Q1 2021.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2025.

Based on HM Payson & Co's 13F filing for Q1 2025, filed 29 Apr 2025.