Legacy Bridge’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Legacy Bridge’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 Q1	$157K	Hold	5,210	–	–	0.06%	154
2025 Q4	$166K	Hold	5,210	–	–	0.07%	148
2025 Q3	$153K	Hold	5,210	–	–	0.06%	149
2025 Q2	$152K	Hold	5,210	–	–	0.07%	142
2025 Q1	$155K	Hold	5,210	–	–	0.09%	144
2024 Q4	$153K	Hold	5,210	–	–	0.08%	148
2024 Q3	$168K	Hold	5,210	–	–	0.09%	147
2024 Q2	$156K	Hold	5,210	–	–	0.09%	140
2024 Q1	$166K	Hold	5,210	–	–	0.1%	149
2023 Q4	$155K	Hold	5,210	–	–	0.1%	146
2023 Q3	$143K	Hold	5,210	–	–	0.1%	150
2023 Q2	$155K	Hold	5,210	–	–	0.1%	149
2023 Q1	$152K	Hold	5,210	–	–	0.11%	149
2022 Q4	$150K	Hold	5,210	–	–	0.11%	148
2022 Q3	$131K	Hold	5,210	–	–	0.1%	147
2022 Q2	$140K	Hold	5,210	–	–	0.1%	149
2022 Q1	$160K	Hold	5,210	–	–	0.09%	154
2021 Q4	$167K	Hold	5,210	–	–	0.09%	154
2021 Q3	$155K	Hold	5,210	–	–	0.09%	154
2021 Q2	$153K	Hold	5,210	–	–	0.09%	155
2021 Q1	$140K	Hold	5,210	–	–	0.09%	151
2020 Q4	$136K	Hold	5,210	–	–	0.1%	147
2020 Q3	$123K	Hold	5,210	–	–	0.11%	139
2020 Q2	$116K	Hold	5,210	–	–	0.13%	137
2020 Q1	$99K	Sell	5,210 -620	-11%	-$13.1K	0.12%	142
2019 Q4	$129K	Buy	+5,830	New	+$122K	0.11%	153

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Legacy Bridge's RSPH Position: Q1 2026 in Review

Legacy Bridge held its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) position steady in Q1 2026 at 5,210 shares worth $157K. The position accounts for 0.06% of the portfolio, ranked #154.

Legacy Bridge first reported a position in RSPH in Q4 2019 and has held it in 26 quarters since. The position peaked at $168K in Q3 2024. 182 funds tracked by Wall St. Rank hold RSPH as of Q1 2026.

Legacy Bridge held 5,210 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $157K as of Q1 2026.
Legacy Bridge left its Invesco S&P 500 Equal Weight Health Care ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.06% of Legacy Bridge's portfolio in Q1 2026, its #154 holding.
Legacy Bridge first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2019 and has held it in 26 quarters since.
Legacy Bridge's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $168K in Q3 2024.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.