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

Alterna Wealth Management’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 Q3	$1.09M	Buy	5,225 +1,300	+33%	+$281K	0.6%	49
2026 Q2	$835K	Buy	3,925 +404	+11%	+$82.7K	0.48%	54
2026 Q1	$676K	Sell	3,521 -1,572	-31%	-$312K	0.51%	47
2025 Q4	$976K	Buy	5,093 +148	+3%	+$28.1K	0.81%	36
2025 Q3	$938K	Sell	4,945 -1,953	-28%	-$364K	0.77%	38
2025 Q2	$1.25M	Sell	6,898 -9,131	-57%	-$1.58M	1%	28
2025 Q1	$2.78M	Buy	16,029 +1,673	+12%	+$297K	2.11%	14
2024 Q4	$2.52M	Buy	14,356 +11,078	+338%	+$2M	2.12%	13
2024 Q3	$587K	Buy	+3,278	New	+$560K	0.53%	47

Other funds holding RSP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Alterna Wealth Management's RSP Position: Q3 2026 in Review

Alterna Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 33% in Q3 2026, buying an estimated $281K and bringing the position to 5,225 shares worth $1.09M. The position accounts for 0.6% of the portfolio, ranked #49.

Alterna Wealth Management first reported a position in RSP in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.78M in Q1 2025. 2,097 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Alterna Wealth Management held 5,225 shares of Invesco S&P 500 Equal Weight ETF worth $1.09M as of Q3 2026.
Alterna Wealth Management bought 1,300 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $281K.
Invesco S&P 500 Equal Weight ETF made up 0.6% of Alterna Wealth Management's portfolio in Q3 2026, its #49 holding.
Alterna Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 9 quarters since.
Alterna Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $2.78M in Q1 2025.
2,097 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.