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

Alteri Wealth’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	$336K	Sell	1,579 -6	-0.4%	-$1.23K	0.09%	219
2026 Q1	$304K	Sell	1,585 -481	-23%	-$95.3K	0.1%	220
2025 Q4	$396K	Sell	2,066 -271	-12%	-$51.4K	0.13%	185
2025 Q3	$443K	Sell	2,337 -161	-6%	-$30K	0.15%	160
2025 Q2	$454K	Sell	2,498 -1,089	-30%	-$188K	0.18%	144
2025 Q1	$621K	Sell	3,587 -1,029	-22%	-$183K	0.27%	89
2024 Q4	$809K	Buy	+4,616	New	+$835K	0.22%	67

Other funds holding RSP

TPSF

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Alteri Wealth's RSP Position: Q2 2026 in Review

Alteri Wealth reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.38% in Q2 2026, selling an estimated $1.23K and leaving 1,579 shares worth $336K. The position accounts for 0.09% of the portfolio, ranked #219.

Alteri Wealth first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $809K in Q4 2024. 1,150 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Alteri Wealth held 1,579 shares of Invesco S&P 500 Equal Weight ETF worth $336K as of Q2 2026.
Alteri Wealth sold 6 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.23K.
Invesco S&P 500 Equal Weight ETF made up 0.09% of Alteri Wealth's portfolio in Q2 2026, its #219 holding.
Alteri Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
Alteri Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $809K in Q4 2024.
1,150 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.