Allegheny Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Allegheny Financial Group’s Portfolio RSP Stock Details RSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.6M	Buy	82,666 +7,823	+10%	+$1.6M	1.87%	14
2026 Q1	$14.4M	Buy	74,843 +7,317	+11%	+$1.45M	1.94%	16
2025 Q4	$12.9M	Buy	67,526 +20,323	+43%	+$3.86M	1.91%	11
2025 Q3	$8.95M	Buy	47,203 +3,580	+8%	+$667K	1.67%	13
2025 Q2	$7.93M	Buy	43,623 +24,465	+128%	+$4.22M	1.76%	14
2025 Q1	$3.32M	Buy	19,158 +2,303	+14%	+$410K	0.85%	20
2024 Q4	$2.95M	Buy	16,855 +3,555	+27%	+$643K	0.76%	23
2024 Q3	$2.38M	Buy	13,300 +1,059	+9%	+$181K	0.59%	27
2024 Q2	$2.01M	Buy	12,241 +4,509	+58%	+$742K	0.58%	28
2024 Q1	$1.31M	Buy	7,732 +539	+7%	+$86.6K	0.4%	45
2023 Q4	$1.14M	Buy	7,193 +1,411	+24%	+$205K	0.36%	51
2023 Q3	$819K	Buy	5,782 +1,786	+45%	+$267K	0.31%	61
2023 Q2	$598K	Sell	3,996 -963	-19%	-$139K	0.28%	70
2023 Q1	$717K	Buy	4,959 +713	+17%	+$104K	0.29%	73
2022 Q4	$600K	Buy	4,246 +728	+21%	+$102K	0.25%	82
2022 Q3	$447K	Buy	3,518 +736	+26%	+$104K	0.21%	89
2022 Q2	$373K	Buy	+2,782	New	+$407K	0.17%	94

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Allegheny Financial Group's RSP Position: Q2 2026 in Review

Allegheny Financial Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 10% in Q2 2026, buying an estimated $1.6M and bringing the position to 82,666 shares worth $17.6M. The position accounts for 1.87% of the portfolio, ranked #14.

Allegheny Financial Group first reported a position in RSP in Q2 2022 and has held it in 17 quarters since. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Allegheny Financial Group held 82,666 shares of Invesco S&P 500 Equal Weight ETF worth $17.6M as of Q2 2026.
Allegheny Financial Group bought 7,823 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.6M.
Invesco S&P 500 Equal Weight ETF made up 1.87% of Allegheny Financial Group's portfolio in Q2 2026, its #14 holding.
Allegheny Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and has held it in 17 quarters since.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.