United Capital Financial Advisors’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

United Capital Financial 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 Q1	$242K	Hold	8,000	–	–	﹤0.01%	1468
2025 Q4	$255K	Hold	8,000	–	–	﹤0.01%	1233
2025 Q3	$235K	Hold	8,000	–	–	﹤0.01%	1100
2025 Q2	$233K	Hold	8,000	–	–	﹤0.01%	1004
2025 Q1	$238K	Buy	+8,000	New	+$243K	﹤0.01%	958
2022 Q1	–	Sell	-114,100	Closed	-$3.66M	–	1215
2021 Q4	$3.66M	Sell	114,100 -3,150	-3%	-$95.9K	0.02%	428
2021 Q3	$3.5M	Buy	117,250 +3,300	+3%	+$102K	0.02%	429
2021 Q2	$3.34M	Buy	113,950 +600	+0.5%	+$17K	0.02%	439
2021 Q1	$3.04M	Buy	113,350 +4,200	+4%	+$112K	0.02%	430
2020 Q4	$2.85M	Sell	109,150 -3,200	-3%	-$79.7K	0.02%	443
2020 Q3	$2.65M	Sell	112,350 -250	-0.2%	-$5.88K	0.02%	442
2020 Q2	$2.5M	Sell	112,600 -5,150	-4%	-$110K	0.02%	469
2020 Q1	$2.23M	Sell	117,750 -2,150	-2%	-$45.5K	0.02%	473
2019 Q4	$2.65M	Sell	119,900 -3,210	-3%	-$67K	0.02%	546
2019 Q3	$2.41M	Buy	123,110 +8,220	+7%	+$164K	0.02%	554
2019 Q2	$2.33M	Sell	114,890 -86,620	-43%	-$1.68M	0.02%	579
2019 Q1	$3.98M	Buy	201,510 +109,000	+118%	+$2.1M	0.03%	454
2018 Q4	$1.64M	Buy	+92,510	New	+$1.76M	0.01%	603
2017 Q2	–	Sell	-17,300	Closed	-$277K	–	1302
2017 Q1	$277K	Sell	17,300 -22,390	-56%	-$349K	﹤0.01%	1072
2016 Q4	$579K	Sell	39,690 -250,510	-86%	-$3.7M	0.01%	898
2016 Q3	$4.52M	Buy	+290,200	New	+$4.56M	0.04%	399
2015 Q3	–	Sell	-562,620	Closed	-$8.97M	–	1306
2015 Q2	$8.97M	Buy	562,620 +147,610	+36%	+$2.33M	0.1%	236
2015 Q1	$6.34M	Buy	415,010 +115,410	+39%	+$1.73M	0.08%	298
2014 Q4	$4.27M	Buy	+299,600	New	+$4.12M	0.06%	280

Other funds holding RSPH

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

United Capital Financial Advisors's RSPH Position: Q1 2026 in Review

United Capital Financial Advisors held its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) position steady in Q1 2026 at 8,000 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1468.

United Capital Financial Advisors first reported a position in RSPH in Q4 2014 and has held it in 24 quarters since. The position peaked at $8.97M in Q2 2015. 182 funds tracked by Wall St. Rank hold RSPH as of Q1 2026.

United Capital Financial Advisors held 8,000 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $242K as of Q1 2026.
United Capital Financial Advisors left its Invesco S&P 500 Equal Weight Health Care ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight Health Care ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1468 holding.
United Capital Financial Advisors first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q4 2014 and has held it in 24 quarters since.
United Capital Financial Advisors's Invesco S&P 500 Equal Weight Health Care ETF position peaked at $8.97M in Q2 2015.
182 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.