Martel Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Martel Wealth Advisors’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	$3.9M	Sell	18,352 -216	-1%	-$44.2K	0.61%	19
2026 Q1	$3.56M	Buy	18,568 +453	+3%	+$89.8K	0.61%	19
2025 Q4	$3.47M	Buy	18,115 +84	+0.5%	+$15.9K	0.59%	19
2025 Q3	$3.42M	Buy	18,031 +397	+2%	+$74K	0.6%	19
2025 Q2	$3.2M	Sell	17,634 -603	-3%	-$104K	0.59%	19
2025 Q1	$3.16M	Buy	18,237 +512	+3%	+$91K	0.63%	19
2024 Q4	$3.11M	Sell	17,725 -497	-3%	-$89.9K	0.61%	20
2024 Q3	$3.25M	Buy	18,222 +575	+3%	+$98.2K	0.67%	19
2024 Q2	$2.9M	Buy	17,647 +129	+0.7%	+$21.2K	0.62%	19
2024 Q1	$2.97M	Buy	17,518 +716	+4%	+$115K	0.64%	19
2023 Q4	$2.65M	Buy	16,802 +2,099	+14%	+$305K	0.6%	20
2023 Q3	$2.08M	Buy	14,703 +2,884	+24%	+$431K	0.52%	22
2023 Q2	$1.77M	Buy	11,819 +9,486	+407%	+$1.37M	0.43%	27
2023 Q1	$337K	Sell	2,333 -1,108	-32%	-$162K	0.09%	37
2022 Q4	$486K	Sell	3,441 -7,697	-69%	-$1.08M	0.13%	34
2022 Q3	$1.62M	Sell	11,138 -3,112	-22%	-$439K	0.46%	26
2022 Q2	$1.93M	Sell	14,250 -2,966	-17%	-$434K	0.53%	22
2022 Q1	$2.58M	Sell	17,216 -340	-2%	-$53K	0.63%	19
2021 Q4	$2.63M	Sell	17,556 -220	-1%	-$34.8K	0.62%	19
2021 Q3	$2.66M	Sell	17,776 -139	-0.8%	-$21.3K	0.67%	19
2021 Q2	$2.7M	Sell	17,915 -2,141	-11%	-$319K	0.68%	18
2021 Q1	$2.27M	Sell	20,056 -470	-2%	-$63.4K	0.63%	20
2020 Q4	$2.32M	Buy	+20,526	New	+$2.44M	0.67%	18

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

Martel Wealth Advisors's RSP Position: Q2 2026 in Review

Martel Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.2% in Q2 2026, selling an estimated $44.2K and leaving 18,352 shares worth $3.9M. The position accounts for 0.61% of the portfolio, ranked #19.

Martel Wealth Advisors first reported a position in RSP in Q4 2020 and has held it in 23 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Martel Wealth Advisors held 18,352 shares of Invesco S&P 500 Equal Weight ETF worth $3.9M as of Q2 2026.
Martel Wealth Advisors sold 216 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $44.2K.
Invesco S&P 500 Equal Weight ETF made up 0.61% of Martel Wealth Advisors's portfolio in Q2 2026, its #19 holding.
Martel Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 23 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.