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RSPH icon

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

&Partners’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 		$840K Sell
25,296
-912
-3% -$28.4K ﹤0.01% 1523
2026
Q1 		$791K Sell
26,208
-58
-0.2% -$1.86K ﹤0.01% 1434
2025
Q4 		$837K Sell
26,266
-259
-1% -$8.05K ﹤0.01% 1321
2025
Q3 		$780K Buy
26,525
+168
+0.6% +$4.86K 0.01% 1206
2025
Q2 		$769K Buy
26,357
+190
+0.7% +$5.41K 0.01% 1122
2025
Q1 		$774K Sell
26,167
-194
-0.7% -$5.88K 0.01% 925
2024
Q4 		$772K Sell
26,361
-144
-0.5% -$4.43K 0.01% 879
2024
Q3 		$854K Sell
26,505
-89
-0.3% -$2.79K 0.02% 630
2024
Q2 		$799K Sell
26,594
-1,130
-4% -$34.3K 0.04% 402
2024
Q1 		$881K Buy
27,724
+5
+0% +$154 0.12% 166
2023
Q4 		$825K Sell
27,719
-1,395
-5% -$38.2K 0.2% 114
2023
Q3 		$798K Sell
29,114
-2,096
-7% -$61K 0.37% 55
2023
Q2 		$930K Buy
31,210
+10
+0% +$293 0.42% 46
2023
Q1 		$910K Sell
31,200
-700
-2% -$20.4K 0.44% 48
2022
Q4 		$920K Sell
31,900
-1,340
-4% -$37.3K 0.46% 47
2022
Q3 		$835K Hold
33,240
– – 0.48% 49
2022
Q2 		$890K Sell
33,240
-490
-1% -$13.9K 0.51% 40
2022
Q1 		$1.03M Sell
33,730
-1,250
-4% -$37.4K 0.58% 35
2021
Q4 		$1.12M Sell
34,980
-90
-0.3% -$2.74K 0.68% 31
2021
Q3 		$1.05M Sell
35,070
-450
-1% -$13.9K 0.67% 37
2021
Q2 		$1.04M Sell
35,520
-600
-2% -$17K 0.67% 38
2021
Q1 		$969K Buy
36,120
+10
+0% +$266 0.71% 38
2020
Q4 		$945K Buy
36,110
+200
+0.6% +$4.98K 0.79% 34
2020
Q3 		$846K Hold
35,910
– – 0.86% 36
2020
Q2 		$798K Buy
35,910
+910
+3% +$19.5K 0.96% 27
2020
Q1 		$662K Buy
35,000
+10
+0% +$212 1.03% 24
2019
Q4 		$775K Sell
34,990
-600
-2% -$12.5K 0.92% 30
2019
Q3 		$697K Buy
35,590
+10
+0% +$199 0.9% 29
2019
Q2 		$721K Hold
35,580
– – 1% 25
2019
Q1 		$702K Buy
35,580
+750
+2% +$14.5K 1.01% 29
2018
Q4 		$618K Buy
+34,830
New +$662K 1.04% 29

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

&Partners's RSPH Position: Q2 2026 in Review

&Partners reduced its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 3.5% in Q2 2026, selling an estimated $28.4K and leaving 25,296 shares worth $840K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

&Partners first reported a position in RSPH in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.12M in Q4 2021. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

  • &Partners held 25,296 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $840K as of Q2 2026.
  • &Partners sold 912 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $28.4K.
  • Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1523 holding.
  • &Partners first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2018 and has held it in 31 quarters since.
  • &Partners's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $1.12M 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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.