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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
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

Morgan Stanley
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
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Merit Financial Group's RSPH Position: Q2 2026 in Review

Merit Financial Group reduced its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 30% in Q2 2026, selling an estimated $345K and leaving 26,423 shares worth $877K. The position accounts for 0.01% of the portfolio, ranked #1148.

Merit Financial Group first reported a position in RSPH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q1 2026. 188 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

  • Merit Financial Group held 26,423 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $877K as of Q2 2026.
  • Merit Financial Group sold 11,077 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $345K.
  • Invesco S&P 500 Equal Weight Health Care ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1148 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 3 quarters since.
  • Merit Financial Group's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $1.13M in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.