Institute for Wealth Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Institute for Wealth Management’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	$4.98K	Buy	+150	New	+$4.67K	﹤0.01%	1456
2020 Q1	–	Sell	-4,860	Closed	-$108K	–	616
2019 Q4	$108K	Buy	+4,860	New	+$101K	0.02%	470

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

Institute for Wealth Management's RSPH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2026: 150 shares worth $4.98K. The stake represents ﹤0.01% of the portfolio and ranks #1456 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in RSPH as recently as Q4 2019.

Institute for Wealth Management first reported a position in RSPH in Q4 2019 and has held it in 2 quarters since. The position peaked at $108K in Q4 2019. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Institute for Wealth Management held 150 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $4.98K as of Q2 2026.
Invesco S&P 500 Equal Weight Health Care ETF was a new Institute for Wealth Management position in Q2 2026.
Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1456 holding.
Institute for Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2019 and has held it in 2 quarters since.
Institute for Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $108K in Q4 2019.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.