WA
RSP icon

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

Wealth 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
Q1 		$789K Buy
4,112
+37
+0.9% +$7.33K 0.08% 220
2025
Q4 		$781K Sell
4,075
-22
-0.5% -$4.18K 0.08% 224
2025
Q3 		$777K Buy
4,097
+9
+0.2% +$1.68K 0.08% 214
2025
Q2 		$743K Sell
4,088
-10
-0.2% -$1.73K 0.08% 218
2025
Q1 		$710K Buy
4,098
+83
+2% +$14.8K 0.09% 208
2024
Q4 		$704K Buy
4,015
+48
+1% +$8.68K 0.08% 207
2024
Q3 		$711K Buy
3,967
+53
+1% +$9.05K 0.08% 207
2024
Q2 		$643K Buy
3,914
+170
+5% +$28K 0.08% 216
2024
Q1 		$634K Sell
3,744
-11
-0.3% -$1.77K 0.08% 227
2023
Q4 		$593K Buy
3,755
+1,565
+71% +$227K 0.08% 232
2023
Q3 		$310K Buy
2,190
+20
+0.9% +$2.99K 0.05% 338
2023
Q2 		$325K Buy
2,170
+8
+0.4% +$1.15K 0.05% 352
2023
Q1 		$313K Buy
2,162
+166
+8% +$24.3K 0.05% 348
2022
Q4 		$282K Sell
1,996
-151
-7% -$21.1K 0.05% 365
2022
Q3 		$273K Hold
2,147
– – 0.05% 344
2022
Q2 		$288K Buy
2,147
+786
+58% +$115K 0.06% 335
2022
Q1 		$215K Buy
+1,361
New +$212K 0.04% 414

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 $666B 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 $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $2.26B AUM 7.02% 1-Year Est. Return

Wealth Alliance's RSP Position: Q1 2026 in Review

Wealth Alliance increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.91% in Q1 2026, buying an estimated $7.33K and bringing the position to 4,112 shares worth $789K. The position accounts for 0.08% of the portfolio, ranked #220.

Wealth Alliance first reported a position in RSP in Q1 2022 and has held it in 17 quarters since. 2,215 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Wealth Alliance held 4,112 shares of Invesco S&P 500 Equal Weight ETF worth $789K as of Q1 2026.
  • Wealth Alliance bought 37 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $7.33K.
  • Invesco S&P 500 Equal Weight ETF made up 0.08% of Wealth Alliance's portfolio in Q1 2026, its #220 holding.
  • Wealth Alliance first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 17 quarters since.
  • 2,215 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.