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 Q2	–	Sell	-377	Closed	-$11.1K	–	547
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 $6.58B AUM 23.57% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s RSPE Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco ESG S&P 500 Equal Weight ETF (RSPE) in Q2 2026, closing a stake of 377 shares — an estimated $11.1K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in RSPE in Q3 2024 and held it in 5 quarters. The position peaked at $11.1K in Q1 2026. 32 funds tracked by Wall St. Rank hold RSPE as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining Invesco ESG S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 377 Invesco ESG S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $11.1K.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q3 2024 and held it in 5 quarters.
Guardian Wealth Advisors (North Carolina)'s Invesco ESG S&P 500 Equal Weight ETF position peaked at $11.1K in Q1 2026.
32 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.