Allie Family Office’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Allie Family Office’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	$1.24M	Buy	5,836 +1,351	+30%	+$276K	0.46%	36
2026 Q1	$861K	Hold	4,485	–	–	0.38%	41
2025 Q4	$859K	Buy	4,485 +485	+12%	+$92.1K	0.4%	39
2025 Q3	$759K	Sell	4,000 -5,373	-57%	-$1M	0.36%	42
2025 Q2	$1.7M	Sell	9,373 -3,864	-29%	-$667K	0.84%	22
2025 Q1	$2.29M	Sell	13,237 -702	-5%	-$125K	1.25%	17
2024 Q4	$2.45M	Buy	13,939 +1,680	+14%	+$304K	1.36%	18
2024 Q3	$2.2M	Sell	12,259 -3,932	-24%	-$672K	1.18%	19
2024 Q2	$2.66M	Buy	16,191 +9,210	+132%	+$1.51M	1.6%	15
2024 Q1	$1.18M	Buy	+6,981	New	+$1.12M	0.7%	26
2023 Q1	–	Sell	-3,378	Closed	-$477K	–	81
2022 Q4	$477K	Hold	3,378	–	–	0.39%	41
2022 Q3	$430K	Hold	3,378	–	–	0.37%	41
2022 Q2	$453K	Buy	+3,378	New	+$494K	0.37%	43

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

Allie Family Office's RSP Position: Q2 2026 in Review

Allie Family Office increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 30% in Q2 2026, buying an estimated $276K and bringing the position to 5,836 shares worth $1.24M. The position accounts for 0.46% of the portfolio, ranked #36.

Allie Family Office first reported a position in RSP in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.66M in Q2 2024. 2,319 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Allie Family Office held 5,836 shares of Invesco S&P 500 Equal Weight ETF worth $1.24M as of Q2 2026.
Allie Family Office bought 1,351 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $276K.
Invesco S&P 500 Equal Weight ETF made up 0.46% of Allie Family Office's portfolio in Q2 2026, its #36 holding.
Allie Family Office first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and has held it in 13 quarters since.
Allie Family Office's Invesco S&P 500 Equal Weight ETF position peaked at $2.66M in Q2 2024.
2,319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.