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

Perryman Financial Advisory’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	$491K	Sell	14,808 -2,503	-14%	-$77.9K	0.07%	136
2026 Q1	$523K	Buy	17,311 +27	+0.2%	+$866	0.08%	123
2025 Q4	$550K	Buy	+17,284	New	+$537K	0.08%	118

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

Perryman Financial Advisory's RSPH Position: Q2 2026 in Review

Perryman Financial Advisory reduced its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 14% in Q2 2026, selling an estimated $77.9K and leaving 14,808 shares worth $491K. The position accounts for 0.07% of the portfolio, ranked #136.

Perryman Financial Advisory first reported a position in RSPH in Q4 2025 and has held it in 3 quarters since. The position peaked at $550K in Q4 2025. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Perryman Financial Advisory held 14,808 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $491K as of Q2 2026.
Perryman Financial Advisory sold 2,503 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $77.9K.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.07% of Perryman Financial Advisory's portfolio in Q2 2026, its #136 holding.
Perryman Financial Advisory 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.
Perryman Financial Advisory's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $550K in Q4 2025.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.