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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return