Leo H. Evart Inc’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Leo H. Evart Inc’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	$294K	Buy	+9,751	New	+$313K	0.25%	42
2023 Q3	$3.84M	Sell	140,274 -6,626	-5%	-$193K	5.9%	5
2023 Q2	$4.38M	Sell	146,900 -590	-0.4%	-$17.3K	6.08%	5
2023 Q1	$4.3M	Sell	147,490 -4,690	-3%	-$136K	6.28%	5
2022 Q4	$4.39M	Sell	152,180 -1,330	-0.9%	-$37K	6.64%	5
2022 Q3	$3.86M	Sell	153,510 -2,100	-1%	-$57.6K	5.88%	6
2022 Q2	$4.17M	Sell	155,610 -9,570	-6%	-$271K	5.07%	6
2022 Q1	$5.06M	Sell	165,180 -990	-0.6%	-$29.6K	5.23%	7
2021 Q4	$5.33M	Buy	+166,170	New	+$5.06M	5.19%	7

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

Leo H. Evart Inc's RSPH Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q1 2026: 9,751 shares worth $294K. The stake represents 0.25% of the portfolio and ranks #42 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in RSPH as recently as Q3 2023.

Leo H. Evart Inc first reported a position in RSPH in Q4 2021 and has held it in 9 quarters since. The position peaked at $5.33M in Q4 2021. 182 funds tracked by Wall St. Rank hold RSPH as of Q1 2026.

Leo H. Evart Inc held 9,751 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $294K as of Q1 2026.
Invesco S&P 500 Equal Weight Health Care ETF was a new Leo H. Evart Inc position in Q1 2026.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.25% of Leo H. Evart Inc's portfolio in Q1 2026, its #42 holding.
Leo H. Evart Inc first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2021 and has held it in 9 quarters since.
Leo H. Evart Inc's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $5.33M in Q4 2021.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.