Elmwood Wealth Management, Inc. RSPH Invesco S&P 500 Equal Wt Hlth Care ETF

Ownership history in Elmwood Wealth Management, Inc.  ·  5 quarters on record

AI Ownership Summary

Elmwood Wealth Management, Inc. reported Invesco S&P 500 Equal Wt Hlth Care ETF (RSPH) in 5 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2025 Q4. The latest visible filing shows RSPH at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RSPH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Elmwood Wealth Management, Inc.'s position in Invesco S&P 500 Equal Wt Hlth Care ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RSPH was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Elmwood Wealth Management, Inc. held RSPH — position size vs. price
% of Fund (quarterly)    RSPH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 12,617 +491 +4.0% 0.11% $381K 2026-04-09 $30.91
2025 Q4 ADDED 12,126 +12,111 +80740.0% 0.12% $386K 2026-01-08 $32.96
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Elmwood Wealth Management, Inc. and RSPH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Elmwood Wealth Management, Inc. reported owning RSPH?

Elmwood Wealth Management, Inc. reported RSPH across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported RSPH position in Elmwood Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for RSPH was 0.12% in 2025 Q4.

What is the latest reported RSPH position on this page?

The most recent filing on this page is 2026 Q1, when Elmwood Wealth Management, Inc. reported 12,617 shares, equal to 0.11% of portfolio, with an estimated market value of $381K.

What does the chart on this RSPH ownership page compare?

The chart compares Elmwood Wealth Management, Inc.'s quarterly RSPH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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