Marathon Capital Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Marathon Capital 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 Q3	$371K	Buy	1,786 +730	+69%	+$158K	0.08%	136
2026 Q2	$225K	Buy	+1,056	New	+$216K	0.05%	166
2026 Q1	–	Sell	-1,163	Closed	-$223K	–	179
2025 Q4	$223K	Buy	1,163 +60	+5%	+$11.4K	0.05%	150
2025 Q3	$209K	Buy	+1,103	New	+$206K	0.05%	147

Other funds holding RSP

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Marathon Capital Management's RSP Position: Q3 2026 in Review

Marathon Capital Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 69% in Q3 2026, buying an estimated $158K and bringing the position to 1,786 shares worth $371K. The position accounts for 0.08% of the portfolio, ranked #136.

Marathon Capital Management first reported a position in RSP in Q3 2025 and has held it in 4 quarters since. 880 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Marathon Capital Management held 1,786 shares of Invesco S&P 500 Equal Weight ETF worth $371K as of Q3 2026.
Marathon Capital Management bought 730 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $158K.
Invesco S&P 500 Equal Weight ETF made up 0.08% of Marathon Capital Management's portfolio in Q3 2026, its #136 holding.
Marathon Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and has held it in 4 quarters since.
880 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Marathon Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.