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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
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
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 $2.7B AUM 6.73% 1-Year Est. Return

Marathon Capital Management's RSP Position: Q1 2026 in Review

Marathon Capital Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026, closing a stake of 1,163 shares — an estimated $223K sold.

Marathon Capital Management first reported a position in RSP in Q3 2025 and held it in 2 quarters. The position peaked at $223K in Q4 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Marathon Capital Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • Marathon Capital Management sold 1,163 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $223K.
  • Marathon Capital Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2025 and held it in 2 quarters.
  • Marathon Capital Management's Invesco S&P 500 Equal Weight ETF position peaked at $223K in Q4 2025.
  • 2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.