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

Independent Advisor 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	$4.38M	Sell	20,598 -46,131	-69%	-$9.44M	0.1%	145
2026 Q1	$12.8M	Buy	66,729 +44,687	+203%	+$8.86M	0.14%	137
2025 Q4	$4.22M	Buy	22,042 +2,358	+12%	+$448K	0.1%	161
2025 Q3	$3.73M	Buy	19,684 +3,045	+18%	+$567K	0.1%	179
2025 Q2	$3.02M	Sell	16,639 -7,278	-30%	-$1.26M	0.09%	203
2025 Q1	$4.14M	Sell	23,917 -39,807	-62%	-$7.08M	0.14%	131
2024 Q4	$11.2M	Buy	+63,724	New	+$11.5M	0.15%	153
2024 Q2	–	Sell	-43,450	Closed	-$7.36M	–	739
2024 Q1	$7.36M	Sell	43,450 -1,879	-4%	-$302K	0.27%	72
2023 Q4	$7.15M	Buy	45,329 +13,646	+43%	+$1.98M	0.26%	73
2023 Q3	$4.49M	Buy	31,683 +3,525	+13%	+$527K	0.2%	90
2023 Q2	$4.21M	Buy	28,158 +2,406	+9%	+$347K	0.19%	100
2023 Q1	$3.72M	Buy	25,752 +3,472	+16%	+$508K	0.18%	111
2022 Q4	$3.15M	Buy	22,280 +2,969	+15%	+$415K	1.08%	12
2022 Q3	$2.46M	Buy	19,311 +381	+2%	+$53.7K	0.14%	139
2022 Q2	$2.54M	Buy	18,930 +3,295	+21%	+$482K	0.14%	130
2022 Q1	$2.47M	Buy	+15,635	New	+$2.44M	0.12%	152
2020 Q1	–	Sell	-29,813	Closed	-$3.45M	–	771
2019 Q4	$3.45M	Buy	29,813 +23,307	+358%	+$2.59M	0.15%	148
2019 Q3	$726K	Buy	+6,506	New	+$698K	0.09%	196
2019 Q2	–	Sell	-5,457	Closed	-$570K	–	464
2019 Q1	$570K	Buy	+5,457	New	+$550K	0.08%	212
2017 Q2	–	Sell	-82,056	Closed	-$7.39M	–	370
2017 Q1	$7.39M	Buy	+82,056	New	+$7.36M	1.17%	17

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Independent Advisor Alliance's RSP Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 69% in Q2 2026, selling an estimated $9.44M and leaving 20,598 shares worth $4.38M. The position accounts for 0.1% of the portfolio, ranked #145.

Independent Advisor Alliance first reported a position in RSP in Q1 2017 and has held it in 20 quarters since. The position peaked at $12.8M in Q1 2026. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Independent Advisor Alliance held 20,598 shares of Invesco S&P 500 Equal Weight ETF worth $4.38M as of Q2 2026.
Independent Advisor Alliance sold 46,131 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $9.44M.
Invesco S&P 500 Equal Weight ETF made up 0.1% of Independent Advisor Alliance's portfolio in Q2 2026, its #145 holding.
Independent Advisor Alliance first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2017 and has held it in 20 quarters since.
Independent Advisor Alliance's Invesco S&P 500 Equal Weight ETF position peaked at $12.8M in Q1 2026.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.