McAlister Sweet & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

McAlister Sweet & Associates’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	–	Sell	-18,142	Closed	-$3.48M	–	44
2026 Q1	$3.48M	Sell	18,142 -21,238	-54%	-$4.21M	2.17%	16
2025 Q4	$24.2M	Buy	39,380 +427	+1%	+$81.1K	18.37%	2
2025 Q3	$23.4M	Buy	38,953 +971	+3%	+$181K	15.44%	2
2025 Q2	$21M	Sell	37,982 -5,544	-13%	-$957K	18.59%	2
2025 Q1	$7.81M	Sell	43,526 -13,033	-23%	-$2.32M	5.91%	4
2024 Q4	$9.91M	Buy	56,559 +24,227	+75%	+$4.38M	7.05%	2
2024 Q3	$5.79M	Buy	+32,332	New	+$5.52M	4.78%	6

Other funds holding RSP

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

COPPSERS

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

McAlister Sweet & Associates's RSP Position: Q2 2026 in Review

McAlister Sweet & Associates sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026, closing a stake of 18,142 shares — an estimated $3.48M sold.

McAlister Sweet & Associates first reported a position in RSP in Q3 2024 and held it in 7 quarters. The position peaked at $24.2M in Q4 2025. 1,084 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

McAlister Sweet & Associates reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
McAlister Sweet & Associates sold 18,142 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $3.48M.
McAlister Sweet & Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and held it in 7 quarters.
McAlister Sweet & Associates's Invesco S&P 500 Equal Weight ETF position peaked at $24.2M in Q4 2025.
1,084 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on McAlister Sweet & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.