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

LM 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
2026 Q2	$969K	Buy	29,189 +28,289	+3,143%	+$880K	0.11%	111
2026 Q1	$29.8K	Sell	900 -66	-7%	-$2.12K	0.47%	56
2025 Q4	$30.3K	Sell	966 -30,607	-97%	-$951K	0.55%	51
2025 Q3	$928K	Sell	31,573 -2,898	-8%	-$83.9K	0.13%	97
2025 Q2	$1.01M	Hold	34,471	–	–	0.13%	84
2025 Q1	$1.03M	Sell	34,471 -2,174	-6%	-$65.9K	0.18%	86
2024 Q4	$1.07M	Hold	36,645	–	–	0.19%	83
2024 Q3	$1.18M	Buy	+36,645	New	+$1.15M	0.24%	72

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

LM Advisors's RSPH Position: Q2 2026 in Review

LM Advisors increased its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 3,143% in Q2 2026, buying an estimated $880K and bringing the position to 29,189 shares worth $969K. The position accounts for 0.11% of the portfolio, ranked #111.

LM Advisors first reported a position in RSPH in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q3 2024. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

LM Advisors held 29,189 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $969K as of Q2 2026.
LM Advisors bought 28,289 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $880K.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.11% of LM Advisors's portfolio in Q2 2026, its #111 holding.
LM Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2024 and has held it in 8 quarters since.
LM Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $1.18M in Q3 2024.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.