Alpha Financial Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Alpha Financial Partners’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
2025 Q4	–	Sell	-12,144	Closed	-$2.3M	–	103
2025 Q3	$2.3M	Buy	12,144 +773	+7%	+$144K	1.5%	9
2025 Q2	$2.07M	Buy	11,371 +4,289	+61%	+$740K	1.49%	9
2025 Q1	$1.23M	Buy	7,082 +1,112	+19%	+$198K	0.98%	15
2024 Q4	$1.05M	Buy	5,970 +921	+18%	+$167K	0.83%	20
2024 Q3	$905K	Buy	5,049 +1,502	+42%	+$257K	0.65%	37
2024 Q2	$583K	Buy	3,547 +1,411	+66%	+$232K	0.5%	30
2024 Q1	$362K	Buy	+2,136	New	+$343K	0.33%	40

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Alpha Financial Partners's RSP Position: Q4 2025 in Review

Alpha Financial Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2025, closing a stake of 12,144 shares — an estimated $2.3M sold.

Alpha Financial Partners first reported a position in RSP in Q1 2024 and held it in 7 quarters. The position peaked at $2.3M in Q3 2025. 2,132 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

Alpha Financial Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
Alpha Financial Partners sold 12,144 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $2.3M.
Alpha Financial Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and held it in 7 quarters.
Alpha Financial Partners's Invesco S&P 500 Equal Weight ETF position peaked at $2.3M in Q3 2025.
2,132 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Alpha Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.