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

Socha Financial Group’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
2025
Q3 		– Sell
-8,020
Closed -$234K – 24
2025
Q2 		$234K Sell
8,020
-9,208
-53% -$262K 0.1% 19
2025
Q1 		$513K Sell
17,228
-16,748
-49% -$508K 0.25% 14
2024
Q4 		$995K Sell
33,976
-43,299
-56% -$1.33M 0.47% 11
2024
Q3 		$2.49M Buy
77,275
+1,104
+1% +$34.6K 1.08% 8
2024
Q2 		$2.29M Sell
76,171
-650
-0.8% -$19.7K 1.07% 8
2024
Q1 		$2.44M Buy
76,821
+137
+0.2% +$4.21K 1.07% 9
2023
Q4 		$2.28M Sell
76,684
-316
-0.4% -$8.66K 1.1% 9
2023
Q3 		$2.11M Buy
77,000
+1,360
+2% +$39.6K 1.12% 9
2023
Q2 		$2.25M Buy
75,640
+710
+0.9% +$20.8K 1.19% 9
2023
Q1 		$2.19M Sell
74,930
-1,830
-2% -$53.2K 1.41% 9
2022
Q4 		$2.21M Buy
76,760
+850
+1% +$23.7K 1.57% 9
2022
Q3 		$1.91M Sell
75,910
-130
-0.2% -$3.56K 1.64% 9
2022
Q2 		$2.04M Sell
76,040
-400
-0.5% -$11.3K 2.09% 6
2022
Q1 		$2.34M Sell
76,440
-5,020
-6% -$150K 1.92% 5
2021
Q4 		$2.61M Buy
+81,460
New +$2.48M 1.98% 6

Other funds holding RSPH

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Socha Financial Group's RSPH Position: Q3 2025 in Review

Socha Financial Group sold out of Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q3 2025, closing a stake of 8,020 shares — an estimated $234K sold.

Socha Financial Group first reported a position in RSPH in Q4 2021 and held it in 15 quarters. The position peaked at $2.61M in Q4 2021. 166 funds tracked by Wall St. Rank hold RSPH as of Q3 2025.

  • Socha Financial Group reported no remaining Invesco S&P 500 Equal Weight Health Care ETF position as of Q3 2025 after selling out during the quarter.
  • Socha Financial Group sold 8,020 Invesco S&P 500 Equal Weight Health Care ETF shares in Q3 2025, an estimated $234K.
  • Socha Financial Group first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2021 and held it in 15 quarters.
  • Socha Financial Group's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $2.61M in Q4 2021.
  • 166 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q3 2025.

Based on Socha Financial Group's 13F filing for Q3 2025, filed 30 Oct 2025.