FA
RSP icon

Fiduciary Alliance’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Fiduciary Alliance’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 		$3.25M Buy
15,288
+1,420
+10% +$291K 0.22% 125
2026
Q1 		$2.77M Buy
13,868
+847
+7% +$168K 0.17% 141
2025
Q4 		$2.49M Buy
13,021
+800
+7% +$152K 0.16% 142
2025
Q3 		$2.32M Buy
12,221
+253
+2% +$47.1K 0.16% 136
2025
Q2 		$2.18M Sell
11,968
-2,153
-15% -$372K 0.16% 132
2025
Q1 		$2.45M Sell
14,121
-953
-6% -$169K 0.24% 97
2024
Q4 		$2.64M Buy
15,074
+33
+0.2% +$5.97K 0.27% 89
2024
Q3 		$2.69M Buy
+15,041
New +$2.57M 0.36% 69
2023
Q3 		– Sell
-417
Closed -$62.4K – 777
2023
Q2 		$62.4K Buy
+417
New +$60.1K 0.01% 279
2023
Q1 		– Sell
-414
Closed -$58.5K – 712
2022
Q4 		$58.5K Buy
+414
New +$57.9K 0.02% 211

Other funds holding RSP

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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
BB
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
CA
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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fiduciary Alliance's RSP Position: Q2 2026 in Review

Fiduciary Alliance increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 10% in Q2 2026, buying an estimated $291K and bringing the position to 15,288 shares worth $3.25M. The position accounts for 0.22% of the portfolio, ranked #125.

Fiduciary Alliance first reported a position in RSP in Q4 2022 and has held it in 10 quarters since. 548 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Fiduciary Alliance held 15,288 shares of Invesco S&P 500 Equal Weight ETF worth $3.25M as of Q2 2026.
  • Fiduciary Alliance bought 1,420 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $291K.
  • Invesco S&P 500 Equal Weight ETF made up 0.22% of Fiduciary Alliance's portfolio in Q2 2026, its #125 holding.
  • Fiduciary Alliance first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 10 quarters since.
  • 548 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.