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Marco Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Marco Investment 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 		$2.76M Sell
14,388
-260
-2% -$51.5K 0.21% 80
2025
Q4 		$2.81M Sell
14,648
-180
-1% -$34.2K 0.21% 83
2025
Q3 		$2.81M Buy
14,828
+110
+0.7% +$20.5K 0.22% 81
2025
Q2 		$2.67M Sell
14,718
-10
-0.1% -$1.73K 0.22% 83
2025
Q1 		$2.55M Sell
14,728
-350
-2% -$62.2K 0.24% 80
2024
Q4 		$2.64M Sell
15,078
-156
-1% -$28.2K 0.23% 81
2024
Q3 		$2.73M Buy
15,234
+465
+3% +$79.4K 0.24% 79
2024
Q2 		$2.43M Buy
14,769
+158
+1% +$26K 0.22% 82
2024
Q1 		$2.47M Buy
14,611
+372
+3% +$59.7K 0.23% 80
2023
Q4 		$2.25M Sell
14,239
-850
-6% -$123K 0.23% 82
2023
Q3 		$2.14M Sell
15,089
-86
-0.6% -$12.8K 0.25% 81
2023
Q2 		$2.27M Buy
15,175
+165
+1% +$23.8K 0.25% 80
2023
Q1 		$2.17M Buy
15,010
+60
+0.4% +$8.79K 0.24% 84
2022
Q4 		$2.11M Buy
14,950
+200
+1% +$28K 0.25% 84
2022
Q3 		$1.88M Hold
14,750
– – 0.24% 87
2022
Q2 		$1.98M Sell
14,750
-830
-5% -$121K 0.23% 87
2022
Q1 		$2.46M Sell
15,580
-220
-1% -$34.3K 0.25% 84
2021
Q4 		$2.57M Buy
15,800
+750
+5% +$119K 0.25% 86
2021
Q3 		$2.25M Hold
15,050
– – 0.25% 90
2021
Q2 		$2.27M Buy
15,050
+4,960
+49% +$738K 0.26% 84
2021
Q1 		$1.43M Buy
10,090
+50
+0.5% +$6.75K 0.19% 93
2020
Q4 		$1.28M Buy
10,040
+190
+2% +$22.6K 0.18% 93
2020
Q3 		$1.06M Buy
9,850
+475
+5% +$51.3K 0.17% 92
2020
Q2 		$954K Hold
9,375
– – 0.17% 89
2020
Q1 		$788K Sell
9,375
-475
-5% -$50.5K 0.17% 92
2019
Q4 		$1.14M Hold
9,850
– – 0.18% 93
2019
Q3 		$1.06M Hold
9,850
– – 0.18% 93
2019
Q2 		$1.06M Hold
9,850
– – 0.19% 94
2019
Q1 		$1.03M Sell
9,850
-160
-2% -$16.1K 0.19% 93
2018
Q4 		$915K Sell
10,010
-2,425
-20% -$240K 0.18% 97
2018
Q3 		$1.33M Buy
12,435
+785
+7% +$83K 0.19% 90
2018
Q2 		$1.19M Buy
11,650
+1,304
+13% +$132K 0.18% 93
2018
Q1 		$1.03M Buy
10,346
+115
+1% +$11.8K 0.16% 102
2017
Q4 		$1.03M Sell
10,231
-264
-3% -$25.9K 0.16% 104
2017
Q3 		$1M Buy
10,495
+1,470
+16% +$138K 0.16% 108
2017
Q2 		$836K Buy
9,025
+9
+0.1% +$825 0.14% 116
2017
Q1 		$819K Buy
9,016
+150
+2% +$13.5K 0.14% 116
2016
Q4 		$768K Sell
8,866
-1,500
-14% -$127K 0.13% 121
2016
Q3 		$866K Buy
10,366
+5
+0% +$416 0.16% 114
2016
Q2 		$833K Buy
10,361
+3,616
+54% +$287K 0.15% 118
2016
Q1 		$530 Buy
6,745
+115
+2% +$8.46K 0.08% 132
2015
Q4 		$508K Sell
6,630
-2,360
-26% -$183K 0.09% 132
2015
Q3 		$661K Buy
8,990
+2,685
+43% +$209K 0.13% 120
2015
Q2 		$503K Hold
6,305
– – 0.08% 134
2015
Q1 		$511K Hold
6,305
– – 0.09% 127
2014
Q4 		$505K Buy
6,305
+475
+8% +$36.9K 0.06% 134
2014
Q3 		$442K Hold
5,830
– – 0.06% 131
2014
Q2 		$447K Buy
5,830
+2,375
+69% +$176K 0.09% 126
2014
Q1 		$252K Hold
3,455
– – 0.05% 162
2013
Q4 		$246 Hold
3,455
– – 0.01% 165
2013
Q3 		$225K Sell
3,455
-400
-10% -$25.8K 0.05% 162
2013
Q2 		$236K Buy
+3,855
New +$236K 0.07% 128

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 $2.26B AUM 7.02% 1-Year Est. Return

Marco Investment Management's RSP Position: Q1 2026 in Review

Marco Investment Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.8% in Q1 2026, selling an estimated $51.5K and leaving 14,388 shares worth $2.76M. The position accounts for 0.21% of the portfolio, ranked #80.

Marco Investment Management first reported a position in RSP in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.81M in Q3 2025. 2,215 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Marco Investment Management held 14,388 shares of Invesco S&P 500 Equal Weight ETF worth $2.76M as of Q1 2026.
  • Marco Investment Management sold 260 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $51.5K.
  • Invesco S&P 500 Equal Weight ETF made up 0.21% of Marco Investment Management's portfolio in Q1 2026, its #80 holding.
  • Marco Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 52 quarters since.
  • Marco Investment Management's Invesco S&P 500 Equal Weight ETF position peaked at $2.81M in Q3 2025.
  • 2,215 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.