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

Pinnacle Wealth Management 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
Q2 		$5.92M Sell
27,816
-97
-0.3% -$19.9K 2.76% 13
2026
Q1 		$5.36M Sell
27,913
-3,176
-10% -$629K 2.63% 11
2025
Q4 		$5.96M Buy
31,089
+781
+3% +$148K 2.98% 11
2025
Q3 		$5.75M Buy
30,308
+1,036
+4% +$193K 2.95% 10
2025
Q2 		$5.32M Buy
29,272
+438
+2% +$75.6K 3.05% 8
2025
Q1 		$4.99M Sell
28,834
-1,258
-4% -$224K 3.48% 6
2024
Q4 		$5.27M Buy
30,092
+1,097
+4% +$198K 3.28% 9
2024
Q3 		$5.19M Buy
28,995
+867
+3% +$148K 3.28% 9
2024
Q2 		$4.62M Buy
28,128
+3,936
+16% +$647K 3.13% 10
2024
Q1 		$4.1M Buy
24,192
+18,521
+327% +$2.97M 3.04% 9
2023
Q4 		$895K Buy
5,671
+197
+4% +$28.6K 0.73% 37
2023
Q3 		$776K Buy
5,474
+401
+8% +$59.9K 0.71% 40
2023
Q2 		$759K Sell
5,073
-10,285
-67% -$1.48M 0.66% 39
2023
Q1 		$2.22M Sell
15,358
-5,122
-25% -$750K 1.92% 13
2022
Q4 		$2.89M Sell
20,480
-135
-0.7% -$18.9K 2.56% 8
2022
Q3 		$2.62M Buy
20,615
+1,979
+11% +$279K 2.31% 10
2022
Q2 		$2.5M Buy
18,636
+735
+4% +$108K 2.09% 11
2022
Q1 		$2.82M Buy
17,901
+14,063
+366% +$2.19M 2.12% 11
2021
Q4 		$625K Hold
3,838
– – 0.46% 51
2021
Q3 		$575K Buy
3,838
+23
+0.6% +$3.52K 0.43% 57
2021
Q2 		$575K Buy
+3,815
New +$568K 0.42% 61

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Pinnacle Wealth Management Group's RSP Position: Q2 2026 in Review

Pinnacle Wealth Management Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.35% in Q2 2026, selling an estimated $19.9K and leaving 27,816 shares worth $5.92M. The position accounts for 2.76% of the portfolio, ranked #13.

Pinnacle Wealth Management Group first reported a position in RSP in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.96M in Q4 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Pinnacle Wealth Management Group held 27,816 shares of Invesco S&P 500 Equal Weight ETF worth $5.92M as of Q2 2026.
  • Pinnacle Wealth Management Group sold 97 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $19.9K.
  • Invesco S&P 500 Equal Weight ETF made up 2.76% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #13 holding.
  • Pinnacle Wealth Management Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and has held it in 21 quarters since.
  • Pinnacle Wealth Management Group's Invesco S&P 500 Equal Weight ETF position peaked at $5.96M in Q4 2025.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.