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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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