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

Medallion 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	$350K	Sell	1,662 -95	-5%	-$19.4K	0.11%	171
2026 Q1	$337K	Hold	1,757	–	–	0.11%	177
2025 Q4	$337K	Buy	1,757 +351	+25%	+$66.6K	0.11%	171
2025 Q3	$267K	Sell	1,406 -105	-7%	-$19.6K	0.09%	196
2025 Q2	$278K	Sell	1,511 -99	-6%	-$17.1K	0.11%	183
2025 Q1	$279K	Sell	1,610 -182	-10%	-$32.4K	0.13%	160
2024 Q4	$314K	Buy	+1,792	New	+$324K	0.16%	140

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

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

Medallion Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.4% in Q2 2026, selling an estimated $19.4K and leaving 1,662 shares worth $350K. The position accounts for 0.11% of the portfolio, ranked #171.

Medallion Wealth Advisors first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,320 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Medallion Wealth Advisors held 1,662 shares of Invesco S&P 500 Equal Weight ETF worth $350K as of Q2 2026.
Medallion Wealth Advisors sold 95 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $19.4K.
Invesco S&P 500 Equal Weight ETF made up 0.11% of Medallion Wealth Advisors's portfolio in Q2 2026, its #171 holding.
Medallion Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,320 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.