Rothschild Investment LLC’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Rothschild Investment LLC’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	$23.2K	Hold	700	–	–	﹤0.01%	1501
2026 Q1	$21.1K	Hold	700	–	–	﹤0.01%	1401
2025 Q4	$22.3K	Hold	700	–	–	﹤0.01%	1289
2025 Q3	$20.6K	Hold	700	–	–	﹤0.01%	1222
2025 Q2	$20.4K	Hold	700	–	–	﹤0.01%	1013
2025 Q1	$20.8K	Hold	700	–	–	﹤0.01%	988
2024 Q4	$20.5K	Hold	700	–	–	﹤0.01%	1000
2024 Q3	$22.6K	Hold	700	–	–	﹤0.01%	977
2024 Q2	$21K	Hold	700	–	–	﹤0.01%	960
2024 Q1	$22.3K	Hold	700	–	–	﹤0.01%	897
2023 Q4	$20.8K	Buy	+700	New	+$19.2K	﹤0.01%	854

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

Rothschild Investment LLC's RSPH Position: Q2 2026 in Review

Rothschild Investment LLC held its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) position steady in Q2 2026 at 700 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Rothschild Investment LLC first reported a position in RSPH in Q4 2023 and has held it in 11 quarters since. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Rothschild Investment LLC held 700 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $23.2K as of Q2 2026.
Rothschild Investment LLC left its Invesco S&P 500 Equal Weight Health Care ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1501 holding.
Rothschild Investment LLC 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.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.