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

Laidlaw 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
2025 Q1	–	Sell	-41,820	Closed	-$1.23M	–	134
2024 Q4	$1.23M	Hold	41,820	–	–	0.53%	53
2024 Q3	$1.35M	Hold	41,820	–	–	0.67%	47
2024 Q2	$1.26M	Sell	41,820 -6,720	-14%	-$204K	0.69%	44
2024 Q1	$1.54M	Sell	48,540 -2,500	-5%	-$76.8K	0.86%	32
2023 Q4	$1.52M	Sell	51,040 -2,000	-4%	-$54.8K	0.55%	48
2023 Q3	$1.45M	Hold	53,040	–	–	0.48%	60
2023 Q2	$1.58M	Sell	53,040 -730	-1%	-$21.4K	0.31%	86
2023 Q1	$1.57M	Hold	53,770	–	–	0.32%	88
2022 Q4	$1.55M	Buy	+53,770	New	+$1.5M	0.33%	88
2022 Q3	–	Sell	-57,980	Closed	-$1.55M	–	362
2022 Q2	$1.55M	Sell	57,980 -6,470	-10%	-$183K	0.32%	87
2022 Q1	$1.98M	Sell	64,450 -910	-1%	-$27.2K	0.33%	79
2021 Q4	$2.1M	Buy	65,360 +9,380	+17%	+$286K	0.33%	80
2021 Q3	$1.67M	Hold	55,980	–	–	0.43%	72
2021 Q2	$1.64M	Hold	55,980	–	–	0.42%	68
2021 Q1	$1.5M	Buy	55,980 +730	+1%	+$19.4K	0.51%	57
2020 Q4	$1.45M	Buy	55,250 +20	+0%	+$498	0.3%	95
2020 Q3	$1.3M	Hold	55,230	–	–	0.58%	56
2020 Q2	$1.23M	Sell	55,230 -1,860	-3%	-$39.8K	0.64%	56
2020 Q1	$1.08M	Buy	+57,090	New	+$1.21M	0.71%	50

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

Laidlaw Wealth Management's RSPH Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2025, closing a stake of 41,820 shares — an estimated $1.23M sold.

Laidlaw Wealth Management first reported a position in RSPH in Q1 2020 and held it in 19 quarters. The position peaked at $2.1M in Q4 2021. 187 funds tracked by Wall St. Rank hold RSPH as of Q1 2025.

Laidlaw Wealth Management reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 41,820 Invesco S&P 500 Equal Weight Health Care ETF shares in Q1 2025, an estimated $1.23M.
Laidlaw Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2020 and held it in 19 quarters.
Laidlaw Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $2.1M in Q4 2021.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.