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

Marks Group 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
Q1 		– Sell
-7,145
Closed -$1.37M – 357
2025
Q4 		$1.37M Sell
7,145
-413
-5% -$78.4K 0.13% 164
2025
Q3 		$1.43M Sell
7,558
-134
-2% -$25K 0.13% 145
2025
Q2 		$1.4M Sell
7,692
-3,251
-30% -$561K 0.13% 154
2025
Q1 		$1.9M Buy
10,943
+3,251
+42% +$578K 0.18% 125
2024
Q4 		$1.35M Hold
7,692
– – 0.13% 146
2024
Q3 		$1.38M Sell
7,692
-54
-0.7% -$9.22K 0.13% 151
2024
Q2 		$1.27M Hold
7,746
– – 0.13% 155
2024
Q1 		$1.31M Sell
7,746
-578
-7% -$92.8K 0.14% 148
2023
Q4 		$1.31M Buy
8,324
+348
+4% +$50.6K 0.15% 145
2023
Q3 		$1.13M Buy
7,976
+1,175
+17% +$176K 0.14% 151
2023
Q2 		$1.02M Buy
6,801
+240
+4% +$34.6K 0.12% 163
2023
Q1 		$949K Buy
6,561
+135
+2% +$19.8K 0.12% 167
2022
Q4 		$908K Buy
+6,426
New +$899K 0.12% 167

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

Marks Group Wealth Management's RSP Position: Q1 2026 in Review

Marks Group Wealth Management sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026, closing a stake of 7,145 shares — an estimated $1.37M sold.

Marks Group Wealth Management first reported a position in RSP in Q4 2022 and held it in 13 quarters. The position peaked at $1.9M in Q1 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Marks Group Wealth Management reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q1 2026 after selling out during the quarter.
  • Marks Group Wealth Management sold 7,145 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $1.37M.
  • Marks Group Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and held it in 13 quarters.
  • Marks Group Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.9M in Q1 2025.
  • 2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.