Measured Wealth Private Client Group’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Measured Wealth Private Client 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	–	Sell	-762	Closed	-$23K	–	753
2026 Q1	$23K	Hold	762	–	–	0.01%	439
2025 Q4	$24.3K	Hold	762	–	–	0.01%	435
2025 Q3	$22.4K	Buy	+762	New	+$22.1K	0.01%	454
2025 Q2	–	Sell	-20,148	Closed	-$599K	–	192
2025 Q1	$599K	Buy	+20,148	New	+$611K	0.19%	74

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

Measured Wealth Private Client Group's RSPH Position: Q2 2026 in Review

Measured Wealth Private Client Group sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2026, closing a stake of 762 shares — an estimated $23K sold.

Measured Wealth Private Client Group first reported a position in RSPH in Q1 2025 and held it in 4 quarters. The position peaked at $599K in Q1 2025. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Measured Wealth Private Client Group reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q2 2026 after selling out during the quarter.
Measured Wealth Private Client Group sold 762 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $23K.
Measured Wealth Private Client Group first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2025 and held it in 4 quarters.
Measured Wealth Private Client Group's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $599K in Q1 2025.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.