Bank of America
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Bank of America’s Invesco ESG S&P 500 Equal Weight ETF RSPE Stock Holding History

Bank of America’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 		$780K Buy
26,505
+1,732
+7% +$53.1K ﹤0.01% 4648
2025
Q4 		$738K Sell
24,773
-15
-0.1% -$438 ﹤0.01% 4687
2025
Q3 		$716K Hold
24,788
– – ﹤0.01% 5552
2025
Q2 		$683K Buy
24,788
+667
+3% +$17.3K ﹤0.01% 5538
2025
Q1 		$628K Buy
24,121
+900
+4% +$24.2K ﹤0.01% 5522
2024
Q4 		$614K Hold
23,221
– – ﹤0.01% 5389
2024
Q3 		$639K Sell
23,221
-84
-0.4% -$2.2K ﹤0.01% 5338
2024
Q2 		$585K Sell
23,305
-250
-1% -$6.29K ﹤0.01% 5251
2024
Q1 		$610K Buy
+23,555
New +$580K ﹤0.01% 5229

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 $674M AUM 19.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return