Joseph Group Capital Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Joseph Group Capital 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	$109K	Buy	+3,283	New	+$102K	0.02%	95
2026 Q1	–	Sell	-3,283	Closed	-$105K	–	385
2025 Q4	$105K	Buy	3,283 +82	+3%	+$2.55K	0.03%	75
2025 Q3	$94.1K	Sell	3,201 -68	-2%	-$1.97K	0.03%	70
2025 Q2	$95.4K	Buy	3,269 +9	+0.3%	+$256	0.03%	63
2025 Q1	$97K	Hold	3,260	–	–	0.04%	63
2024 Q4	$95.5K	Buy	3,260 +108	+3%	+$3.32K	0.04%	62
2024 Q3	$102K	Buy	3,152 +3,003	+2,015%	+$94K	0.04%	60
2024 Q2	$4.47K	Sell	149 -3,140	-95%	-$95.2K	﹤0.01%	73
2024 Q1	$105K	Sell	3,289 -1,370	-29%	-$42.1K	0.05%	54
2023 Q4	$139K	Buy	4,659 +1,519	+48%	+$41.6K	0.08%	52
2023 Q3	$86K	Sell	3,140 -70	-2%	-$2.04K	0.06%	53
2023 Q2	$95.7K	Hold	3,210	–	–	0.08%	52
2023 Q1	$93.6K	Buy	3,210 +70	+2%	+$2.04K	0.08%	55
2022 Q4	$91K	Hold	3,140	–	–	0.09%	59
2022 Q3	$79K	Hold	3,140	–	–	0.09%	49
2022 Q2	$84K	Hold	3,140	–	–	0.08%	51
2022 Q1	$96K	Hold	3,140	–	–	0.1%	51
2021 Q4	$101K	Buy	+3,140	New	+$95.6K	0.1%	52

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

Joseph Group Capital Management's RSPH Position: Q2 2026 in Review

Joseph Group Capital Management opened a new position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2026: 3,283 shares worth $109K. The stake represents 0.02% of the portfolio and ranks #95 among its holdings. This is a return to the name: Joseph Group Capital Management previously reported a position in RSPH as recently as Q4 2025.

Joseph Group Capital Management first reported a position in RSPH in Q4 2021 and has held it in 18 quarters since. The position peaked at $139K in Q4 2023. 188 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Joseph Group Capital Management held 3,283 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $109K as of Q2 2026.
Invesco S&P 500 Equal Weight Health Care ETF was a new Joseph Group Capital Management position in Q2 2026.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.02% of Joseph Group Capital Management's portfolio in Q2 2026, its #95 holding.
Joseph Group Capital Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2021 and has held it in 18 quarters since.
Joseph Group Capital Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $139K in Q4 2023.
188 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.