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 Q2	$324K	Buy	9,768 +17	+0.2%	+$529	0.26%	46
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

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

Leo H. Evart Inc's RSPH Position: Q2 2026 in Review

Leo H. Evart Inc increased its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 0.17% in Q2 2026, buying an estimated $529 and bringing the position to 9,768 shares worth $324K. The position accounts for 0.26% of the portfolio, ranked #46.

Leo H. Evart Inc first reported a position in RSPH in Q4 2021 and has held it in 10 quarters since. The position peaked at $5.33M in Q4 2021. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Leo H. Evart Inc held 9,768 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $324K as of Q2 2026.
Leo H. Evart Inc bought 17 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $529.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.26% of Leo H. Evart Inc's portfolio in Q2 2026, its #46 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 10 quarters since.
Leo H. Evart Inc's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $5.33M in Q4 2021.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.