AO
RSPE icon

Advisor OS’s Invesco ESG S&P 500 Equal Weight ETF RSPE Stock Holding History

Advisor OS’s Portfolio RSPE Stock Details RSPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$404K Buy
13,735
+55
+0.4% +$1.69K 0.03% 347
2025
Q4 		$408K Buy
13,680
+498
+4% +$14.5K 0.03% 319
2025
Q3 		$381K Buy
13,182
+55
+0.4% +$1.55K 0.03% 316
2025
Q2 		$362K Buy
13,127
+950
+8% +$24.6K 0.04% 313
2025
Q1 		$317K Buy
12,177
+1,143
+10% +$30.7K 0.04% 315
2024
Q4 		$292K Buy
11,034
+586
+6% +$16.1K 0.03% 330
2024
Q3 		$287K Buy
10,448
+834
+9% +$21.8K 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% +$369 0.03% 341
2023
Q4 		$232K Sell
9,584
-384
-4% -$8.56K 0.03% 301
2023
Q3 		$217K Buy
9,968
+253
+3% +$5.8K 0.03% 266
2023
Q2 		$224K Buy
+9,715
New +$216K 0.04% 273

Other funds holding RSPE

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return