LGT Financial Advisors’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

LGT Financial Advisors’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 Q2	–	Sell	-85	Closed	-$2.53K	–	626
2025 Q1	$2.53K	Sell	85 -2	-2%	-$61	0.01%	260
2024 Q4	$2.55K	Sell	87 -64	-42%	-$1.97K	0.01%	666
2024 Q3	$4.87K	Sell	151 -11	-7%	-$344	0.01%	539
2024 Q2	$4.87K	Sell	162 -465	-74%	-$14.1K	0.01%	597
2024 Q1	$19.9K	Hold	627	–	–	0.02%	363
2023 Q4	$18.7K	Buy	+627	New	+$17.2K	0.02%	364

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

LGT Financial Advisors's RSPH Position: Q2 2025 in Review

LGT Financial Advisors sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2025, closing a stake of 85 shares — an estimated $2.53K sold.

LGT Financial Advisors first reported a position in RSPH in Q4 2023 and held it in 6 quarters. The position peaked at $19.9K in Q1 2024. 164 funds tracked by Wall St. Rank hold RSPH as of Q2 2025.

LGT Financial Advisors reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2025 after selling out during the quarter.
LGT Financial Advisors sold 85 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2025, an estimated $2.53K.
LGT Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2023 and held it in 6 quarters.
LGT Financial Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $19.9K in Q1 2024.
164 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2025.

Based on LGT Financial Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.