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

Sensible Money’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 Q1	$659K	Hold	21,825	–	–	0.2%	36
2025 Q4	$695K	Hold	21,825	–	–	0.22%	35
2025 Q3	$641K	Hold	21,825	–	–	0.22%	35
2025 Q2	$637K	Hold	21,825	–	–	0.24%	33
2025 Q1	$649K	Hold	21,825	–	–	0.28%	30
2024 Q4	$639K	Hold	21,825	–	–	0.28%	30
2024 Q3	$703K	Sell	21,825 -1,575	-7%	-$49.3K	0.31%	31
2024 Q2	$703K	Hold	23,400	–	–	0.34%	28
2024 Q1	$744K	Hold	23,400	–	–	0.4%	27
2023 Q4	$697K	Hold	23,400	–	–	0.42%	27
2023 Q3	$641K	Hold	23,400	–	–	0.45%	25
2023 Q2	$697K	Hold	23,400	–	–	0.51%	29
2023 Q1	$683K	Hold	23,400	–	–	0.59%	27
2022 Q4	$675K	Buy	+23,400	New	+$652K	0.72%	26

Other funds holding RSPH

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return