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

Mather Group’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	$33.2K	Hold	1,000	–	–	﹤0.01%	1206
2026 Q1	$30.2K	Buy	+1,000	New	+$32.1K	﹤0.01%	1179
2025 Q4	–	Sell	-1,000	Closed	-$29.4K	–	1447
2025 Q3	$29.4K	Buy	+1,000	New	+$28.9K	﹤0.01%	1028
2025 Q2	–	Sell	-1,000	Closed	-$29.8K	–	1493
2025 Q1	$29.8K	Hold	1,000	–	–	﹤0.01%	1002
2024 Q4	$29.3K	Hold	1,000	–	–	﹤0.01%	985
2024 Q3	$32.2K	Hold	1,000	–	–	﹤0.01%	963
2024 Q2	$31.8K	Buy	+1,000	New	+$30.3K	﹤0.01%	1133
2022 Q1	–	Sell	-9,150	Closed	-$293K	–	469
2021 Q4	$293K	Buy	+9,150	New	+$279K	0.01%	302

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

Mather Group's RSPH Position: Q2 2026 in Review

Mather Group held its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) position steady in Q2 2026 at 1,000 shares worth $33.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Mather Group first reported a position in RSPH in Q4 2021 and has held it in 8 quarters since. The position peaked at $293K in Q4 2021. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Mather Group held 1,000 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $33.2K as of Q2 2026.
Mather Group 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 Mather Group's portfolio in Q2 2026, its #1206 holding.
Mather Group first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2021 and has held it in 8 quarters since.
Mather Group's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $293K 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 Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.