Wealth Alliance Advisory Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Wealth Alliance Advisory Group’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	$505K	Sell	2,374 -71	-3%	-$14.5K	0.07%	119
2026 Q1	$469K	Hold	2,445	–	–	0.07%	121
2025 Q4	$468K	Sell	2,445 -393	-14%	-$74.6K	0.08%	124
2025 Q3	$538K	Sell	2,838 -711	-20%	-$132K	0.1%	108
2025 Q2	$645K	Sell	3,549 -26	-0.7%	-$4.49K	0.12%	96
2025 Q1	$619K	Sell	3,575 -95,777	-96%	-$17M	0.13%	99
2024 Q4	$17.4M	Buy	99,352 +292	+0.3%	+$52.8K	3.68%	7
2024 Q3	$17.7M	Buy	99,060 +2,004	+2%	+$342K	3.73%	7
2024 Q2	$15.9M	Buy	97,056 +1,892	+2%	+$311K	3.59%	8
2024 Q1	$16.1M	Buy	95,164 +51,054	+116%	+$8.2M	3.74%	7
2023 Q4	$6.96M	Buy	+44,110	New	+$6.41M	1.82%	15

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

Wealth Alliance Advisory Group's RSP Position: Q2 2026 in Review

Wealth Alliance Advisory Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.9% in Q2 2026, selling an estimated $14.5K and leaving 2,374 shares worth $505K. The position accounts for 0.07% of the portfolio, ranked #119.

Wealth Alliance Advisory Group first reported a position in RSP in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.7M in Q3 2024. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Wealth Alliance Advisory Group held 2,374 shares of Invesco S&P 500 Equal Weight ETF worth $505K as of Q2 2026.
Wealth Alliance Advisory Group sold 71 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $14.5K.
Invesco S&P 500 Equal Weight ETF made up 0.07% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #119 holding.
Wealth Alliance Advisory Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 11 quarters since.
Wealth Alliance Advisory Group's Invesco S&P 500 Equal Weight ETF position peaked at $17.7M in Q3 2024.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.