Guardian Wealth Advisors (North Carolina)’s Invesco ESG S&P 500 Equal Weight ETF RSPE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$11.1K	Buy	+377	New	+$11.6K	﹤0.01%	536
2025 Q3	–	Sell	-377	Closed	-$10.4K	–	501
2025 Q2	$10.4K	Buy	377 +36	+11%	+$932	﹤0.01%	480
2025 Q1	$8.87K	Hold	341	–	–	﹤0.01%	467
2024 Q4	$9.02K	Hold	341	–	–	﹤0.01%	449
2024 Q3	$9.38K	Buy	+341	New	+$8.92K	﹤0.01%	390

Other funds holding RSPE

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MCIA

Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s RSPE Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Invesco ESG S&P 500 Equal Weight ETF (RSPE) in Q1 2026: 377 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #536 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in RSPE as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in RSPE in Q3 2024 and has held it in 5 quarters since. 33 funds tracked by Wall St. Rank hold RSPE as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 377 shares of Invesco ESG S&P 500 Equal Weight ETF worth $11.1K as of Q1 2026.
Invesco ESG S&P 500 Equal Weight ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
Invesco ESG S&P 500 Equal Weight ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #536 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q3 2024 and has held it in 5 quarters since.
33 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.