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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
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

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Grimes & Company's RSPE Position: Q2 2026 in Review

Grimes & Company increased its Invesco ESG S&P 500 Equal Weight ETF (RSPE) stake by 0.4% in Q2 2026, buying an estimated $1.32K and bringing the position to 10,344 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #362.

Grimes & Company first reported a position in RSPE in Q4 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold RSPE as of Q2 2026.

  • Grimes & Company held 10,344 shares of Invesco ESG S&P 500 Equal Weight ETF worth $351K as of Q2 2026.
  • Grimes & Company bought 41 Invesco ESG S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.32K.
  • Invesco ESG S&P 500 Equal Weight ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #362 holding.
  • Grimes & Company first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.