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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
Q2 		$1.08M Buy
5,090
+978
+24% +$200K 0.09% 182
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 $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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's RSP Position: Q2 2026 in Review

Wealth Alliance increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 24% in Q2 2026, buying an estimated $200K and bringing the position to 5,090 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #182.

Wealth Alliance first reported a position in RSP in Q1 2022 and has held it in 18 quarters since. 2,318 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Wealth Alliance held 5,090 shares of Invesco S&P 500 Equal Weight ETF worth $1.08M as of Q2 2026.
  • Wealth Alliance bought 978 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $200K.
  • Invesco S&P 500 Equal Weight ETF made up 0.09% of Wealth Alliance's portfolio in Q2 2026, its #182 holding.
  • Wealth Alliance first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 18 quarters since.
  • 2,318 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.