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

Maltin Wealth Management’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 		$4.17M Sell
19,576
-1,162
-6% -$238K 1.39% 25
2026
Q1 		$3.98M Sell
20,738
-643
-3% -$127K 1.52% 21
2025
Q4 		$4.1M Buy
21,381
+321
+2% +$60.9K 1.63% 21
2025
Q3 		$4M Sell
21,060
-315
-1% -$58.7K 1.66% 20
2025
Q2 		$3.88M Buy
21,375
+1,647
+8% +$284K 1.75% 17
2025
Q1 		$3.42M Buy
19,728
+556
+3% +$98.9K 1.6% 21
2024
Q4 		$3.36M Sell
19,172
-626
-3% -$113K 1.65% 18
2024
Q3 		$3.55M Buy
19,798
+717
+4% +$122K 1.73% 17
2024
Q2 		$3.13M Buy
19,081
+2,191
+13% +$360K 1.68% 17
2024
Q1 		$2.86M Buy
16,890
+2,580
+18% +$414K 1.61% 15
2023
Q4 		$2.26M Buy
14,310
+56
+0.4% +$8.13K 1.44% 21
2023
Q3 		$2.02M Buy
14,254
+15
+0.1% +$2.24K 1.41% 21
2023
Q2 		$2.13M Sell
14,239
-59
-0.4% -$8.5K 1.51% 19
2023
Q1 		$2.07M Sell
14,298
-139
-1% -$20.4K 1.49% 21
2022
Q4 		$2.04M Buy
14,437
+155
+1% +$21.7K 1.48% 20
2022
Q3 		$1.82M Buy
14,282
+17
+0.1% +$2.4K 1.44% 21
2022
Q2 		$1.92M Buy
14,265
+212
+2% +$31K 1.38% 20
2022
Q1 		$2.22M Sell
14,053
-30
-0.2% -$4.68K 1.47% 18
2021
Q4 		$2.29M Sell
14,083
-393
-3% -$62.1K 1.38% 23
2021
Q3 		$2.17M Buy
14,476
+13
+0.1% +$1.99K 1.33% 22
2021
Q2 		$2.18M Sell
14,463
-12
-0.1% -$1.79K 1.33% 23
2021
Q1 		$2.05M Buy
14,475
+17
+0.1% +$2.29K 1.33% 21
2020
Q4 		$1.84M Buy
14,458
+608
+4% +$72.3K 1.29% 22
2020
Q3 		$1.5M Buy
13,850
+1,015
+8% +$110K 1.06% 30
2020
Q2 		$1.31M Sell
12,835
-13,204
-51% -$1.27M 0.99% 31
2020
Q1 		$2.19M Sell
26,039
-3,602
-12% -$383K 1.86% 18
2019
Q4 		$3.43M Buy
+29,641
New +$3.29M 2.22% 10

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

Maltin Wealth Management's RSP Position: Q2 2026 in Review

Maltin Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.6% in Q2 2026, selling an estimated $238K and leaving 19,576 shares worth $4.17M. The position accounts for 1.39% of the portfolio, ranked #25.

Maltin Wealth Management first reported a position in RSP in Q4 2019 and has held it in 27 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Maltin Wealth Management held 19,576 shares of Invesco S&P 500 Equal Weight ETF worth $4.17M as of Q2 2026.
  • Maltin Wealth Management sold 1,162 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $238K.
  • Invesco S&P 500 Equal Weight ETF made up 1.39% of Maltin Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Maltin Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Maltin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.