AO
Advisor OS’s Invesco ESG S&P 500 Equal Weight ETF RSPE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
13,127
+950
| +8% | +$26.2K | 0.04% | 313 |
|
|
2025
Q1 | $317K | Buy |
12,177
+1,143
| +10% | +$29.7K | 0.04% | 315 |
|
|
2024
Q4 | $292K | Buy |
11,034
+586
| +6% | +$15.5K | 0.03% | 330 |
|
|
2024
Q3 | $287K | Buy |
10,448
+834
| +9% | +$22.9K | 0.03% | 331 |
|
|
2024
Q2 | $241K | Buy |
9,614
+15
| +0.2% | +$377 | 0.03% | 341 |
|
|
2024
Q1 | $249K | Buy |
9,599
+15
| +0.2% | +$389 | 0.03% | 341 |
|
|
2023
Q4 | $232K | Sell |
9,584
-384
| -4% | -$9.31K | 0.03% | 301 |
|
|
2023
Q3 | $217K | Buy |
9,968
+253
| +3% | +$5.51K | 0.03% | 266 |
|
|
2023
Q2 | $224K | Buy |
+9,715
| New | +$224K | 0.04% | 273 |
|