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

Silver Oak 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	$444K	Sell	13,385 -816	-6%	-$25.4K	0.03%	499
2026 Q1	$429K	Buy	14,201 +4	+0%	+$128	0.03%	480
2025 Q4	$456K	Buy	14,197 +3	+0%	+$93	0.03%	488
2025 Q3	$417K	Buy	14,194 +13,840	+3,910%	+$401K	0.03%	477
2025 Q2	$10.3K	Buy	+354	New	+$10.1K	﹤0.01%	692
2023 Q4	–	Sell	-24,813	Closed	-$680K	–	531
2023 Q3	$680K	Buy	+24,813	New	+$722K	0.15%	135
2022 Q4	–	Sell	-248,130	Closed	-$680K	–	446
2022 Q3	$680K	Buy	+248,130	New	+$6.8M	0.15%	135
2022 Q2	–	Sell	-38,970	Closed	-$1.21M	–	332
2022 Q1	$1.21M	Buy	+38,970	New	+$1.17M	0.25%	89

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

Silver Oak Securities's RSPH Position: Q2 2026 in Review

Silver Oak Securities reduced its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 5.7% in Q2 2026, selling an estimated $25.4K and leaving 13,385 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #499.

Silver Oak Securities first reported a position in RSPH in Q1 2022 and has held it in 8 quarters since. The position peaked at $1.21M in Q1 2022. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Silver Oak Securities held 13,385 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $444K as of Q2 2026.
Silver Oak Securities sold 816 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $25.4K.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #499 holding.
Silver Oak Securities first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2022 and has held it in 8 quarters since.
Silver Oak Securities's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $1.21M in Q1 2022.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.