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

Principal Securities’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	$629K	Buy	18,966 +1,369	+8%	+$42.6K	0.01%	981
2026 Q1	$531K	Buy	17,597 +1,406	+9%	+$45.1K	0.01%	961
2025 Q4	$516K	Buy	16,191 +1,392	+9%	+$43.3K	0.01%	929
2025 Q3	$435K	Buy	14,799 +801	+6%	+$23.2K	0.01%	960
2025 Q2	$408K	Sell	13,998 -427	-3%	-$12.2K	0.01%	936
2025 Q1	$423K	Buy	14,425 +708	+5%	+$21.5K	0.01%	840
2024 Q4	$402K	Sell	13,717 -62,402	-82%	-$1.92M	0.01%	857
2024 Q3	$2.45M	Buy	76,119 +62,815	+472%	+$1.97M	0.06%	289
2024 Q2	$400K	Buy	13,304 +2,242	+20%	+$68K	0.01%	785
2024 Q1	$352K	Buy	11,062 +1,025	+10%	+$31.5K	0.01%	805
2023 Q4	$299K	Buy	+10,037	New	+$275K	0.01%	791

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

Principal Securities's RSPH Position: Q2 2026 in Review

Principal Securities increased its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 7.8% in Q2 2026, buying an estimated $42.6K and bringing the position to 18,966 shares worth $629K. The position accounts for 0.01% of the portfolio, ranked #981.

Principal Securities first reported a position in RSPH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.45M in Q3 2024. 188 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Principal Securities held 18,966 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $629K as of Q2 2026.
Principal Securities bought 1,369 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $42.6K.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #981 holding.
Principal Securities first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $2.45M in Q3 2024.
188 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.