GA
RSPE icon

GoalVest Advisory’s Invesco ESG S&P 500 Equal Weight ETF RSPE Stock Holding History

GoalVest Advisory’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 		– Sell
-1,220
Closed -$35.9K – 549
2026
Q1 		$35.9K Buy
+1,220
New +$37.4K 0.01% 260

Other funds holding RSPE

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 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
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

GoalVest Advisory's RSPE Position: Q2 2026 in Review

GoalVest Advisory sold out of Invesco ESG S&P 500 Equal Weight ETF (RSPE) in Q2 2026, closing a stake of 1,220 shares — an estimated $35.9K sold.

GoalVest Advisory first reported a position in RSPE in Q1 2026 and held it in 1 quarter. The position peaked at $35.9K in Q1 2026. 6 funds tracked by Wall St. Rank hold RSPE as of Q2 2026.

  • GoalVest Advisory reported no remaining Invesco ESG S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 1,220 Invesco ESG S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $35.9K.
  • GoalVest Advisory first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q1 2026 and held it in 1 quarter.
  • GoalVest Advisory's Invesco ESG S&P 500 Equal Weight ETF position peaked at $35.9K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.