AlTi Global’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

AlTi Global’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	$5.84M	Buy	27,452 +210	+0.8%	+$43K	0.12%	98
2026 Q1	$5.25M	Buy	27,242 +4,600	+20%	+$912K	0.11%	93
2025 Q4	$4.34M	Sell	22,642 -87,130	-79%	-$16.5M	0.09%	105
2025 Q3	$20.8M	Sell	109,772 -285	-0.3%	-$53.1K	0.49%	34
2025 Q2	$20.4M	Buy	110,057 +29,357	+36%	+$5.07M	0.51%	28
2025 Q1	$14M	Buy	80,700 +4,165	+5%	+$741K	0.37%	33
2024 Q4	$13.7M	Sell	76,535 -5,570	-7%	-$1.01M	0.33%	41
2024 Q3	$14.7M	Buy	82,105 +18,505	+29%	+$3.16M	0.35%	36
2024 Q2	$10.4M	Sell	63,600 -15,822	-20%	-$2.6M	0.28%	44
2024 Q1	$13.5M	Buy	79,422 +2,309	+3%	+$371K	0.37%	32
2023 Q4	$12.2M	Buy	+77,113	New	+$11.2M	0.37%	32

Other funds holding RSP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AlTi Global's RSP Position: Q2 2026 in Review

AlTi Global increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.77% in Q2 2026, buying an estimated $43K and bringing the position to 27,452 shares worth $5.84M. The position accounts for 0.12% of the portfolio, ranked #98.

AlTi Global first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.8M in Q3 2025. 1,560 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

AlTi Global held 27,452 shares of Invesco S&P 500 Equal Weight ETF worth $5.84M as of Q2 2026.
AlTi Global bought 210 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $43K.
Invesco S&P 500 Equal Weight ETF made up 0.12% of AlTi Global's portfolio in Q2 2026, its #98 holding.
AlTi Global first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
AlTi Global's Invesco S&P 500 Equal Weight ETF position peaked at $20.8M in Q3 2025.
1,560 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.