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

Sequoia Financial Advisors’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	$338K	Sell	10,176 -1,371	-12%	-$42.7K	﹤0.01%	1592
2026 Q1	$349K	Buy	11,547 +811	+8%	+$26K	﹤0.01%	1473
2025 Q4	$342K	Hold	10,736	–	–	﹤0.01%	1484
2025 Q3	$316K	Buy	+10,736	New	+$311K	﹤0.01%	1371

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

Sequoia Financial Advisors's RSPH Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 12% in Q2 2026, selling an estimated $42.7K and leaving 10,176 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Sequoia Financial Advisors first reported a position in RSPH in Q3 2025 and has held it in 4 quarters since. The position peaked at $349K in Q1 2026. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Sequoia Financial Advisors held 10,176 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $338K as of Q2 2026.
Sequoia Financial Advisors sold 1,371 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $42.7K.
Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1592 holding.
Sequoia Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2025 and has held it in 4 quarters since.
Sequoia Financial Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $349K in Q1 2026.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.