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Alta Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Alta Wealth Advisors’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 		$4.79M Sell
22,513
-87
-0.4% -$17.8K 1.3% 16
2026
Q1 		$4.34M Sell
22,600
-310
-1% -$61.4K 1.41% 12
2025
Q4 		$4.39M Sell
22,910
-4,615
-17% -$876K 1.47% 16
2025
Q3 		$5.22M Buy
+27,525
New +$5.13M 1.87% 10
2025
Q2 		– Sell
-28,701
Closed -$4.97M – 140
2025
Q1 		$4.97M Buy
28,701
+289
+1% +$51.4K 2.28% 7
2024
Q4 		$4.98M Sell
28,412
-424
-1% -$76.7K 2.18% 8
2024
Q3 		$5.17M Buy
28,836
+4,150
+17% +$709K 2.36% 7
2024
Q2 		$4.06M Buy
24,686
+5,399
+28% +$888K 2.02% 12
2024
Q1 		$3.27M Buy
19,287
+5,484
+40% +$881K 1.66% 14
2023
Q4 		$2.18M Sell
13,803
-8,029
-37% -$1.17M 1.22% 20
2023
Q3 		$3.09M Buy
21,832
+1,805
+9% +$270K 1.9% 13
2023
Q2 		$3M Sell
20,027
-2,583
-11% -$372K 1.76% 13
2023
Q1 		$3.27M Buy
22,610
+7,446
+49% +$1.09M 2.06% 11
2022
Q4 		$2.14M Buy
15,164
+10,044
+196% +$1.4M 1.45% 16
2022
Q3 		$652K Hold
5,120
– – 0.47% 65
2022
Q2 		$689K Sell
5,120
-17
-0.3% -$2.49K 0.48% 60
2022
Q1 		$810K Hold
5,137
– – 0.48% 62
2021
Q4 		$836K Hold
5,137
– – 0.52% 62
2021
Q3 		$770K Buy
5,137
+104
+2% +$15.9K 0.56% 61
2021
Q2 		$759K Buy
5,033
+212
+4% +$31.6K 0.56% 61
2021
Q1 		$683K Hold
4,821
– – 0.57% 66
2020
Q4 		$615K Buy
+4,821
New +$573K 0.52% 66

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Alta Wealth Advisors's RSP Position: Q2 2026 in Review

Alta Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.38% in Q2 2026, selling an estimated $17.8K and leaving 22,513 shares worth $4.79M. The position accounts for 1.3% of the portfolio, ranked #16.

Alta Wealth Advisors first reported a position in RSP in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.22M in Q3 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Alta Wealth Advisors held 22,513 shares of Invesco S&P 500 Equal Weight ETF worth $4.79M as of Q2 2026.
  • Alta Wealth Advisors sold 87 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $17.8K.
  • Invesco S&P 500 Equal Weight ETF made up 1.3% of Alta Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Alta Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 22 quarters since.
  • Alta Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $5.22M in Q3 2025.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.