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 Q2	$348K	Buy	10,488 +3	+0%	+$93	0.23%	59
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

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 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Perissos Private Wealth Management's RSPH Position: Q2 2026 in Review

Perissos Private Wealth Management increased its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 0.03% in Q2 2026, buying an estimated $93 and bringing the position to 10,488 shares worth $348K. The position accounts for 0.23% of the portfolio, ranked #59.

Perissos Private Wealth Management first reported a position in RSPH in Q1 2024 and has held it in 10 quarters since. The position peaked at $436K in Q1 2024. 188 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Perissos Private Wealth Management held 10,488 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $348K as of Q2 2026.
Perissos Private Wealth Management bought 3 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $93.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.23% of Perissos Private Wealth Management's portfolio in Q2 2026, its #59 holding.
Perissos Private Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2024 and has held it in 10 quarters since.
Perissos Private Wealth Management's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $436K in Q1 2024.
188 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.