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

Pinnacle Wealth Management Advisory Group’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 		$16.7M Buy
86,760
+1,736
+2% +$344K 1.14% 23
2025
Q4 		$16.3M Sell
85,024
-1,505
-2% -$286K 1.12% 24
2025
Q3 		$16.4M Buy
86,529
+1,284
+2% +$239K 1.23% 22
2025
Q2 		$15.5M Buy
85,245
+808
+1% +$139K 1.29% 20
2025
Q1 		$14.6M Buy
84,437
+4,582
+6% +$815K 1.36% 18
2024
Q4 		$14M Buy
79,855
+4,664
+6% +$843K 1.31% 21
2024
Q3 		$13.5M Buy
75,191
+2,533
+3% +$433K 1.29% 19
2024
Q2 		$11.9M Buy
72,658
+4,117
+6% +$677K 1.23% 22
2024
Q1 		$11.6M Buy
68,541
+9,363
+16% +$1.5M 1.25% 21
2023
Q4 		$9.34M Buy
59,178
+233
+0.4% +$33.8K 1.09% 23
2023
Q3 		$8.35M Buy
58,945
+685
+1% +$102K 1.08% 23
2023
Q2 		$8.72M Buy
58,260
+3,233
+6% +$466K 1.08% 21
2023
Q1 		$7.96M Buy
55,027
+2,496
+5% +$365K 1.08% 22
2022
Q4 		$7.42M Sell
52,531
-1,345
-2% -$188K 1.12% 21
2022
Q3 		$6.86M Sell
53,876
-5,570
-9% -$786K 1.14% 24
2022
Q2 		$7.98M Buy
59,446
+7,075
+14% +$1.04M 1.29% 17
2022
Q1 		$8.26M Buy
52,371
+3,026
+6% +$472K 1.19% 19
2021
Q4 		$8.03M Buy
49,345
+2,386
+5% +$377K 1.31% 16
2021
Q3 		$7.04M Sell
46,959
-3,389
-7% -$519K 1.65% 14
2021
Q2 		$7.59M Sell
50,348
-1,441
-3% -$215K 1.78% 12
2021
Q1 		$7.34M Buy
51,789
+3,433
+7% +$463K 2.06% 10
2020
Q4 		$6.17M Buy
48,356
+1,359
+3% +$162K 1.88% 15
2020
Q3 		$5.08M Sell
46,997
-2,635
-5% -$284K 1.77% 17
2020
Q2 		$5.05M Buy
49,632
+17,916
+56% +$1.73M 1.88% 14
2020
Q1 		$2.67M Buy
31,716
+15,978
+102% +$1.7M 1.29% 20
2019
Q4 		$1.82M Buy
15,738
+27
+0.2% +$3K 0.68% 40
2019
Q3 		$1.7M Sell
15,711
-935
-6% -$100K 0.71% 40
2019
Q2 		$1.79M Buy
16,646
+4,076
+32% +$432K 0.76% 36
2019
Q1 		$1.31M Buy
12,570
+2,190
+21% +$221K 0.59% 52
2018
Q4 		$949K Sell
10,380
-3,460
-25% -$343K 0.51% 65
2018
Q3 		$1.48M Buy
13,840
+1,410
+11% +$149K 0.73% 38
2018
Q2 		$1.27M Buy
12,430
+3,010
+32% +$305K 0.68% 41
2018
Q1 		$937K Buy
+9,420
New +$964K 0.53% 58

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

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

Pinnacle Wealth Management Advisory Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2% in Q1 2026, buying an estimated $344K and bringing the position to 86,760 shares worth $16.7M. The position accounts for 1.14% of the portfolio, ranked #23.

Pinnacle Wealth Management Advisory Group first reported a position in RSP in Q1 2018 and has held it in 33 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 86,760 shares of Invesco S&P 500 Equal Weight ETF worth $16.7M as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 1,736 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $344K.
  • Invesco S&P 500 Equal Weight ETF made up 1.14% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #23 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2018 and has held it in 33 quarters since.
  • 2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.