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

Merit Financial 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 Q3	$867K	Sell	23,434 -2,989	-11%	-$107K	﹤0.01%	1240
2026 Q2	$877K	Sell	26,423 -11,077	-30%	-$345K	0.01%	1148
2026 Q1	$1.13M	Buy	37,500 +11,891	+46%	+$381K	0.01%	926
2025 Q4	$816K	Buy	+25,609	New	+$796K	0.01%	1035

Other funds holding RSPH

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $231M AUM 12.98% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Merit Financial Group's RSPH Position: Q3 2026 in Review

Merit Financial Group reduced its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 11% in Q3 2026, selling an estimated $107K and leaving 23,434 shares worth $867K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Merit Financial Group first reported a position in RSPH in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.13M in Q1 2026. 105 funds tracked by Wall St. Rank hold RSPH as of Q3 2026.

Merit Financial Group held 23,434 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $867K as of Q3 2026.
Merit Financial Group sold 2,989 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2026, an estimated $107K.
Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1240 holding.
Merit Financial Group first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2025 and has held it in 4 quarters since.
Merit Financial Group's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $1.13M in Q1 2026.
105 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.