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RSPH icon

Perissos Private Wealth Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Perissos Private Wealth Management’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 		$317K Buy
10,485
+2
+0% +$64 0.27% 53
2025
Q4 		$334K Buy
10,483
+3
+0% +$93 0.29% 51
2025
Q3 		$308K Sell
10,480
-1,997
-16% -$57.8K 0.22% 56
2025
Q2 		$364K Buy
12,477
+3
+0% +$85 0.29% 52
2025
Q1 		$371K Buy
12,474
+2
+0% +$61 0.34% 52
2024
Q4 		$365K Sell
12,472
-997
-7% -$30.6K 0.27% 61
2024
Q3 		$434K Sell
13,469
-247
-2% -$7.73K 0.35% 57
2024
Q2 		$412K Buy
13,716
+2
+0% +$61 0.37% 55
2024
Q1 		$436K Buy
+13,714
New +$421K 0.4% 50

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return