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

Summit Trail 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	$21.4M	Buy	+645,280	New	+$20.1M	0.27%	52

Other funds holding RSPH

Morgan Stanley New York $1.89T AUM 35.08% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

FCA Corp Houston, Texas $406M AUM 24.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Summit Trail Advisors's RSPH Position: Q2 2026 in Review

Summit Trail Advisors opened a new position in Invesco S&P 500 Equal Weight Health Care ETF (RSPH) in Q2 2026: 645,280 shares worth $21.4M. The stake represents 0.27% of the portfolio and ranks #52 among its holdings.

157 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Summit Trail Advisors held 645,280 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $21.4M as of Q2 2026.
Invesco S&P 500 Equal Weight Health Care ETF was a new Summit Trail Advisors position in Q2 2026.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.27% of Summit Trail Advisors's portfolio in Q2 2026, its #52 holding.
157 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.