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 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

TPSF

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

COPPSERS

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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Alterna Wealth Management's RSP Position: Q2 2026 in Review

Alterna Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 11% in Q2 2026, buying an estimated $82.7K and bringing the position to 3,925 shares worth $835K. The position accounts for 0.48% of the portfolio, ranked #54.

Alterna Wealth Management first reported a position in RSP in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.78M in Q1 2025. 781 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Alterna Wealth Management held 3,925 shares of Invesco S&P 500 Equal Weight ETF worth $835K as of Q2 2026.
Alterna Wealth Management bought 404 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $82.7K.
Invesco S&P 500 Equal Weight ETF made up 0.48% of Alterna Wealth Management's portfolio in Q2 2026, its #54 holding.
Alterna Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
Alterna Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $2.78M in Q1 2025.
781 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.