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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Marathon Capital Management's RSP Position: Q2 2026 in Review

Marathon Capital Management opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2026: 1,056 shares worth $225K. The stake represents 0.05% of the portfolio and ranks #166 among its holdings. This is a return to the name: Marathon Capital Management previously reported a position in RSP as recently as Q4 2025.

Marathon Capital Management first reported a position in RSP in Q3 2025 and has held it in 3 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Marathon Capital Management held 1,056 shares of Invesco S&P 500 Equal Weight ETF worth $225K as of Q2 2026.
Invesco S&P 500 Equal Weight ETF was a new Marathon Capital Management position in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.05% of Marathon Capital Management's portfolio in Q2 2026, its #166 holding.
Marathon Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and has held it in 3 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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