Stelac Advisory Services’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Stelac Advisory Services’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	$3M	Sell	90,287 -33,164	-27%	-$1.03M	0.56%	44
2026 Q1	$3.73M	Buy	123,451 +53,390	+76%	+$1.71M	0.75%	39
2025 Q4	$2.23M	Hold	70,061	–	–	0.79%	29
2025 Q3	$2.06M	Hold	70,061	–	–	0.71%	32
2025 Q2	$2.04M	Sell	70,061 -1,057	-1%	-$30.1K	0.78%	31
2025 Q1	$2.11M	Sell	71,118 -502	-0.7%	-$15.2K	0.87%	32
2024 Q4	$2.1M	Hold	71,620	–	–	0.82%	31
2024 Q3	$2.31M	Hold	71,620	–	–	0.94%	28
2024 Q2	$2.15M	Hold	71,620	–	–	0.9%	29
2024 Q1	$2.28M	Hold	71,620	–	–	1.07%	24
2023 Q4	$2.13M	Sell	71,620 -16,760	-19%	-$459K	1.15%	23
2023 Q3	$2.42M	Sell	88,380 -62,000	-41%	-$1.8M	1.32%	21
2023 Q2	$4.48M	Sell	150,380 -31,570	-17%	-$925K	2%	13
2023 Q1	$5.31M	Hold	181,950	–	–	2.31%	12
2022 Q4	$5.25M	Hold	181,950	–	–	2.38%	11
2022 Q3	$4.57M	Hold	181,950	–	–	2.08%	11
2022 Q2	$4.87M	Sell	181,950 -124,150	-41%	-$3.52M	1.96%	13
2022 Q1	$9.38M	Buy	306,100 +2,500	+0.8%	+$74.8K	3.37%	8
2021 Q4	$9.73M	Hold	303,600	–	–	2.63%	10
2021 Q3	$9.05M	Sell	303,600 -4,840	-2%	-$149K	2.43%	12
2021 Q2	$9.04M	Sell	308,440 -35,420	-10%	-$1M	2.06%	13
2021 Q1	$9.22M	Sell	343,860 -210,730	-38%	-$5.61M	3.4%	5
2020 Q4	$14.5M	Sell	554,590 -15,400	-3%	-$383K	3.75%	4
2020 Q3	$13.4M	Hold	569,990	–	–	4.58%	5
2020 Q2	$12.7M	Sell	569,990 -97,510	-15%	-$2.09M	4.91%	7
2020 Q1	$12.6M	Buy	667,500 +334,040	+100%	+$7.08M	6.09%	4
2019 Q4	$7.38M	Buy	333,460 +2,580	+0.8%	+$53.9K	5.33%	4
2019 Q3	$6.48M	Hold	330,880	–	–	4.6%	5
2019 Q2	$6.71M	Buy	+330,880	New	+$6.43M	5.14%	4

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

Stelac Advisory Services's RSPH Position: Q2 2026 in Review

Stelac Advisory Services reduced its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 27% in Q2 2026, selling an estimated $1.03M and leaving 90,287 shares worth $3M. The position accounts for 0.56% of the portfolio, ranked #44.

Stelac Advisory Services first reported a position in RSPH in Q2 2019 and has held it in 29 quarters since. The position peaked at $14.5M in Q4 2020. 188 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Stelac Advisory Services held 90,287 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $3M as of Q2 2026.
Stelac Advisory Services sold 33,164 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $1.03M.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.56% of Stelac Advisory Services's portfolio in Q2 2026, its #44 holding.
Stelac Advisory Services first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q2 2019 and has held it in 29 quarters since.
Stelac Advisory Services's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $14.5M in Q4 2020.
188 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Stelac Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.