Steward Partners Investment Advisory’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Steward Partners Investment Advisory’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	$146K	Buy	4,391 +3,491	+388%	+$109K	﹤0.01%	2397
2026 Q1	$27.2K	Hold	900	–	–	﹤0.01%	3100
2025 Q4	$28.7K	Sell	900 -700	-44%	-$21.8K	﹤0.01%	2972
2025 Q3	$47K	Sell	1,600 -50	-3%	-$1.45K	﹤0.01%	2637
2025 Q2	$48.1K	Sell	1,650 -5,950	-78%	-$169K	﹤0.01%	2504
2025 Q1	$226K	Hold	7,600	–	–	﹤0.01%	1586
2024 Q4	$223K	Sell	7,600 -230	-3%	-$7.07K	﹤0.01%	1546
2024 Q3	$252K	Buy	7,830 +195	+3%	+$6.11K	﹤0.01%	1411
2024 Q2	$229K	Sell	7,635 -500	-6%	-$15.2K	﹤0.01%	1380
2024 Q1	$259K	Hold	8,135	–	–	﹤0.01%	1319
2023 Q4	$242K	Buy	8,135 +315	+4%	+$8.63K	﹤0.01%	1305
2023 Q3	$214K	Buy	7,820 +1,000	+15%	+$29.1K	﹤0.01%	1255
2023 Q2	$203K	Sell	6,820 -100	-1%	-$2.93K	﹤0.01%	1282
2023 Q1	$202K	Sell	6,920 -390	-5%	-$11.3K	﹤0.01%	1278
2022 Q4	$211K	Hold	7,310	–	–	﹤0.01%	1221
2022 Q3	$184K	Hold	7,310	–	–	﹤0.01%	1235
2022 Q2	$196K	Sell	7,310 -270	-4%	-$7.65K	﹤0.01%	1219
2022 Q1	$232K	Hold	7,580	–	–	﹤0.01%	1239
2021 Q4	$243K	Buy	7,580 +450	+6%	+$13.7K	﹤0.01%	1231
2021 Q3	$213K	Sell	7,130 -120	-2%	-$3.69K	﹤0.01%	1248
2021 Q2	$212K	Hold	7,250	–	–	﹤0.01%	1495
2021 Q1	$195K	Sell	7,250 -36,750	-84%	-$978K	﹤0.01%	1320
2020 Q4	$1.15M	Buy	44,000 +34,840	+380%	+$868K	0.02%	520
2020 Q3	$216K	Buy	9,160 +3,160	+53%	+$74.4K	0.01%	914
2020 Q2	$133K	Hold	6,000	–	–	﹤0.01%	1024
2020 Q1	$113K	Buy	6,000 +1,000	+20%	+$21.2K	﹤0.01%	956
2019 Q4	$110K	Hold	5,000	–	–	﹤0.01%	1099
2019 Q3	$97K	Hold	5,000	–	–	﹤0.01%	1101
2019 Q2	$101K	Buy	+5,000	New	+$97.2K	﹤0.01%	1056
2018 Q4	–	Sell	-5,500	Closed	-$113K	–	1871
2018 Q3	$113K	Hold	5,500	–	–	0.01%	892
2018 Q2	$101K	Hold	5,500	–	–	0.01%	845
2018 Q1	$98K	Buy	5,500 +500	+10%	+$9.3K	0.01%	779
2017 Q4	$89K	Buy	+5,000	New	+$88.6K	0.01%	662

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

Steward Partners Investment Advisory's RSPH Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 388% in Q2 2026, buying an estimated $109K and bringing the position to 4,391 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2397.

Steward Partners Investment Advisory first reported a position in RSPH in Q4 2017 and has held it in 33 quarters since. The position peaked at $1.15M in Q4 2020. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Steward Partners Investment Advisory held 4,391 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $146K as of Q2 2026.
Steward Partners Investment Advisory bought 3,491 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $109K.
Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2397 holding.
Steward Partners Investment Advisory first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2017 and has held it in 33 quarters since.
Steward Partners Investment Advisory's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $1.15M in Q4 2020.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.