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

Medallion Wealth 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 Q1	$15.1K	Hold	500	–	–	﹤0.01%	702
2025 Q4	$15.9K	Hold	500	–	–	0.01%	681
2025 Q3	$14.7K	Hold	500	–	–	0.01%	690
2025 Q2	$14.8K	Hold	500	–	–	0.01%	673
2025 Q1	$14.7K	Hold	500	–	–	0.01%	624
2024 Q4	$14.7K	Buy	+500	New	+$15.4K	0.01%	610

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Medallion Wealth Advisors's RSPH Position: Q1 2026 in Review

Medallion Wealth Advisors held its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) position steady in Q1 2026 at 500 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Medallion Wealth Advisors first reported a position in RSPH in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.9K in Q4 2025. 182 funds tracked by Wall St. Rank hold RSPH as of Q1 2026.

Medallion Wealth Advisors held 500 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $15.1K as of Q1 2026.
Medallion Wealth Advisors left its Invesco S&P 500 Equal Weight Health Care ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #702 holding.
Medallion Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $15.9K in Q4 2025.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.