Grimes & Company
RSPE icon

Grimes & Company’s Invesco ESG S&P 500 Equal Weight ETF RSPE Stock Holding History

Grimes & Company’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
Q3 		$368K Buy
10,995
+651
+6% +$22.4K 0.01% 357
2026
Q2 		$351K Buy
10,344
+41
+0.4% +$1.32K 0.01% 362
2026
Q1 		$303K Buy
10,303
+78
+0.8% +$2.39K 0.01% 355
2025
Q4 		$305K Buy
+10,225
New +$299K 0.01% 380

Other funds holding RSPE

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Allegheny Financial Group
Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return

Grimes & Company's RSPE Position: Q3 2026 in Review

Grimes & Company increased its Invesco ESG S&P 500 Equal Weight ETF (RSPE) stake by 6.3% in Q3 2026, buying an estimated $22.4K and bringing the position to 10,995 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #357.

Grimes & Company first reported a position in RSPE in Q4 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold RSPE as of Q3 2026.

  • Grimes & Company held 10,995 shares of Invesco ESG S&P 500 Equal Weight ETF worth $368K as of Q3 2026.
  • Grimes & Company bought 651 Invesco ESG S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $22.4K.
  • Invesco ESG S&P 500 Equal Weight ETF made up 0.01% of Grimes & Company's portfolio in Q3 2026, its #357 holding.
  • Grimes & Company first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q4 2025 and has held it in 4 quarters since.
  • 16 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q3 2026.

Based on Grimes & Company's 13F filing for Q3 2026, filed 29 Oct 2026.