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

Red Mountain Financial’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	$936K	Buy	28,212 +154	+0.5%	+$4.79K	0.79%	34
2026 Q1	$847K	Sell	28,058 -1,321	-4%	-$42.4K	0.8%	33
2025 Q4	$936K	Sell	29,379 -2,299	-7%	-$71.4K	0.92%	29
2025 Q3	$931K	Sell	31,678 -351	-1%	-$10.2K	0.94%	32
2025 Q2	$935K	Sell	32,029 -4,466	-12%	-$127K	1.04%	27
2025 Q1	$1.09M	Buy	36,495 +659	+2%	+$20K	1.32%	23
2024 Q4	$1.05M	Sell	35,836 -2,513	-7%	-$77.3K	1.13%	24
2024 Q3	$1.24M	Sell	38,349 -609	-2%	-$19.1K	1.31%	20
2024 Q2	$1.17M	Buy	+38,958	New	+$1.18M	1.41%	21
2023 Q4	$1.12M	Buy	+37,552	New	+$1.03M	1.73%	17

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

Red Mountain Financial's RSPH Position: Q2 2026 in Review

Red Mountain Financial increased its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 0.55% in Q2 2026, buying an estimated $4.79K and bringing the position to 28,212 shares worth $936K. The position accounts for 0.79% of the portfolio, ranked #34.

Red Mountain Financial first reported a position in RSPH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q3 2024. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Red Mountain Financial held 28,212 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $936K as of Q2 2026.
Red Mountain Financial bought 154 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $4.79K.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.79% of Red Mountain Financial's portfolio in Q2 2026, its #34 holding.
Red Mountain Financial first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2023 and has held it in 10 quarters since.
Red Mountain Financial's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $1.24M in Q3 2024.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.