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Birch Hill Investment Advisors’s Invesco ESG S&P 500 Equal Weight ETF RSPE Stock Holding History

Birch Hill Investment 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
Q2 		$314K Hold
9,260
– – 0.01% 179
2026
Q1 		$273K Buy
9,260
+400
+5% +$12.3K 0.01% 176
2025
Q4 		$264K Sell
8,860
-2,689
-23% -$78.5K 0.01% 179
2025
Q3 		$334K Buy
11,549
+365
+3% +$10.3K 0.01% 165
2025
Q2 		$308K Buy
11,184
+2,225
+25% +$57.6K 0.01% 167
2025
Q1 		$233K Buy
+8,959
New +$241K 0.01% 176

Other funds holding RSPE

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Birch Hill Investment Advisors's RSPE Position: Q2 2026 in Review

Birch Hill Investment Advisors held its Invesco ESG S&P 500 Equal Weight ETF (RSPE) position steady in Q2 2026 at 9,260 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #179.

Birch Hill Investment Advisors first reported a position in RSPE in Q1 2025 and has held it in 6 quarters since. The position peaked at $334K in Q3 2025. 9 funds tracked by Wall St. Rank hold RSPE as of Q2 2026.

  • Birch Hill Investment Advisors held 9,260 shares of Invesco ESG S&P 500 Equal Weight ETF worth $314K as of Q2 2026.
  • Birch Hill Investment Advisors left its Invesco ESG S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco ESG S&P 500 Equal Weight ETF made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #179 holding.
  • Birch Hill Investment Advisors first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q1 2025 and has held it in 6 quarters since.
  • Birch Hill Investment Advisors's Invesco ESG S&P 500 Equal Weight ETF position peaked at $334K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.