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

Zhang Financial’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	$229K	Hold	6,900	–	–	0.01%	367
2026 Q1	$208K	Hold	6,900	–	–	0.01%	353
2025 Q4	$220K	Hold	6,900	–	–	0.01%	319
2025 Q3	$203K	Buy	+6,900	New	+$200K	0.01%	309
2025 Q2	–	Sell	-6,900	Closed	-$205K	–	307
2025 Q1	$205K	Hold	6,900	–	–	0.01%	291
2024 Q4	$202K	Hold	6,900	–	–	0.01%	288
2024 Q3	$222K	Hold	6,900	–	–	0.01%	260
2024 Q2	$207K	Hold	6,900	–	–	0.01%	258
2024 Q1	$219K	Hold	6,900	–	–	0.02%	255
2023 Q4	$205K	Buy	+6,900	New	+$189K	0.02%	245
2023 Q3	–	Sell	-6,900	Closed	-$204K	–	246
2023 Q2	$204K	Hold	6,900	–	–	0.02%	237
2023 Q1	$201K	Buy	+6,900	New	+$201K	0.02%	224
2022 Q2	–	Sell	-6,900	Closed	-$211K	–	228
2022 Q1	$211K	Hold	6,900	–	–	0.04%	205
2021 Q4	$221K	Hold	6,900	–	–	0.04%	189
2021 Q3	$206K	Buy	+6,900	New	+$212K	0.05%	154

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

Zhang Financial's RSPH Position: Q2 2026 in Review

Zhang Financial held its Invesco S&P 500 Equal Weight Health Care ETF (RSPH) position steady in Q2 2026 at 6,900 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #367.

Zhang Financial first reported a position in RSPH in Q3 2021 and has held it in 15 quarters since. 188 funds tracked by Wall St. Rank hold RSPH as of Q2 2026.

Zhang Financial held 6,900 shares of Invesco S&P 500 Equal Weight Health Care ETF worth $229K as of Q2 2026.
Zhang Financial left its Invesco S&P 500 Equal Weight Health Care ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight Health Care ETF made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #367 holding.
Zhang Financial first reported a position in Invesco S&P 500 Equal Weight Health Care ETF in Q3 2021 and has held it in 15 quarters since.
188 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Health Care ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.