Yoder Wealth Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History

Yoder Wealth Management’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	$2.38M	Buy	71,741 +895	+1%	+$27.8K	0.93%	36
2026 Q1	$2.14M	Buy	70,846 +3,042	+4%	+$97.5K	0.98%	33
2025 Q4	$2.16M	Sell	67,804 -3,192	-4%	-$99.2K	0.98%	34
2025 Q3	$2.09M	Buy	70,996 +4,401	+7%	+$127K	0.99%	32
2025 Q2	$1.94M	Buy	66,595 +5,961	+10%	+$170K	1.01%	32
2025 Q1	$1.8M	Buy	60,634 +1,178	+2%	+$35.7K	1.02%	33
2024 Q4	$1.74M	Buy	59,456 +4,714	+9%	+$145K	0.96%	34
2024 Q3	$1.76M	Buy	54,742 +2,764	+5%	+$86.5K	1.06%	30
2024 Q2	$1.56M	Sell	51,978 -340	-0.6%	-$10.3K	1.01%	30
2024 Q1	$1.66M	Sell	52,318 -1,734	-3%	-$53.3K	1.09%	28
2023 Q4	$1.61M	Buy	54,052 +716	+1%	+$19.6K	1.14%	26
2023 Q3	$1.46M	Buy	53,336 +4,716	+10%	+$137K	1.21%	26
2023 Q2	$1.45M	Sell	48,620 -3,530	-7%	-$103K	1.14%	26
2023 Q1	$1.52M	Buy	+52,150	New	+$1.52M	1.26%	26

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

Yoder Wealth Management's RSPH Position: Q2 2026 in Review

Yoder Wealth Management increased its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) stake by 1.3% in Q2 2026, buying an estimated $27.8K and bringing the position to 71,741 shares worth $2.38M. The position accounts for 0.93% of the portfolio, ranked #36.

Yoder Wealth Management first reported a position in RSPH in Q1 2023 and has held it in 14 quarters since. 187 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Yoder Wealth Management held 71,741 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $2.38M as of Q2 2026.
Yoder Wealth Management bought 895 Invesco S&P 500 Equal Weight Health Care ETF shares in Q2 2026, an estimated $27.8K.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.93% of Yoder Wealth Management's portfolio in Q2 2026, its #36 holding.
Yoder Wealth Management first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q1 2023 and has held it in 14 quarters since.
187 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Yoder Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.