Aptus Capital Advisors’s Invesco ESG S&P 500 Equal Weight ETF RSPE Stock Holding History

Aptus Capital Advisors’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	$11.1K	Hold	377	–	–	﹤0.01%	1473
2025 Q4	$11.2K	Hold	377	–	–	﹤0.01%	1481
2025 Q3	$10.9K	Hold	377	–	–	﹤0.01%	1424
2025 Q2	$10.4K	Buy	377 +36	+11%	+$932	﹤0.01%	1358
2025 Q1	$8.87K	Hold	341	–	–	﹤0.01%	1287
2024 Q4	$9.02K	Hold	341	–	–	﹤0.01%	1290
2024 Q3	$9.38K	Buy	+341	New	+$8.92K	﹤0.01%	1102

Other funds holding RSPE

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

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

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return