Lodestone Wealth Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Lodestone Wealth Management’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	$29K	Hold	873	–	–	0.01%	366
2026 Q1	$26.4K	Hold	873	–	–	0.01%	373
2025 Q4	$27.8K	Buy	+873	New	+$27.1K	0.01%	368

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

Lodestone Wealth Management's RSPH Position: Q2 2026 in Review

Lodestone Wealth Management held its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) position steady in Q2 2026 at 873 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #366.

Lodestone Wealth Management first reported a position in RSPH in Q4 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Lodestone Wealth Management held 873 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $29K as of Q2 2026.
Lodestone Wealth Management left its Invesco S&P 500 Equal Weight Health Care ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #366 holding.
Lodestone Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2025 and has held it in 3 quarters since.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.