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

SOA Wealth 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	$127K	Buy	3,839 +7	+0.2%	+$218	0.02%	261
2026 Q1	$116K	Buy	3,832 +7	+0.2%	+$224	0.02%	254
2025 Q4	$122K	Buy	3,825 +6	+0.2%	+$186	0.02%	261
2025 Q3	$112K	Sell	3,819 -736	-16%	-$21.3K	0.02%	276
2025 Q2	$133K	Buy	4,555 +9	+0.2%	+$256	0.03%	248
2025 Q1	$135K	Buy	4,546 +8	+0.2%	+$243	0.03%	228
2024 Q4	$133K	Buy	4,538 +9	+0.2%	+$277	0.02%	222
2024 Q3	$146K	Buy	4,529 +7	+0.2%	+$219	0.03%	214
2024 Q2	$136K	Buy	4,522 +8	+0.2%	+$243	0.03%	214
2024 Q1	$144K	Buy	4,514 +7	+0.2%	+$215	0.03%	211
2023 Q4	$134K	Sell	4,507 -460	-9%	-$12.6K	0.03%	208
2023 Q3	$136K	Buy	4,967 +7	+0.1%	+$204	0.03%	200
2023 Q2	$148K	Buy	4,960 +10	+0.2%	+$293	0.03%	191
2023 Q1	$144K	Hold	4,950	–	–	0.04%	188
2022 Q4	$143K	Buy	4,950 +10	+0.2%	+$279	0.04%	187
2022 Q3	$124K	Buy	4,940 +20	+0.4%	+$548	0.04%	183
2022 Q2	$131K	Buy	4,920 +1,100	+29%	+$31.2K	0.04%	181
2022 Q1	$117K	Buy	+3,820	New	+$114K	0.03%	216

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

SOA Wealth Advisors's RSPH Position: Q2 2026 in Review

SOA Wealth Advisors increased its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 0.18% in Q2 2026, buying an estimated $218 and bringing the position to 3,839 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #261.

SOA Wealth Advisors first reported a position in RSPH in Q1 2022 and has held it in 18 quarters since. The position peaked at $148K in Q2 2023. 188 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

SOA Wealth Advisors held 3,839 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $127K as of Q2 2026.
SOA Wealth Advisors bought 7 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $218.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.02% of SOA Wealth Advisors's portfolio in Q2 2026, its #261 holding.
SOA Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2022 and has held it in 18 quarters since.
SOA Wealth Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $148K in Q2 2023.
188 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.