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MGB Wealth Management’s Invesco ESG S&P 500 Equal Weight ETF RSPE Stock Holding History

MGB Wealth Management’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
2025
Q4 		$1.61K Hold
54
– – ﹤0.01% 306
2025
Q3 		$1.56K Hold
54
– – ﹤0.01% 308
2025
Q2 		$1.49K Hold
54
– – ﹤0.01% 305
2025
Q1 		$1.41K Buy
+54
New +$1.45K ﹤0.01% 292

Other funds holding RSPE

SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
Commonwealth Equity Services
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MGB Wealth Management's RSPE Position: Q4 2025 in Review

MGB Wealth Management held its Invesco ESG S&P 500 Equal Weight ETF (RSPE) position steady in Q4 2025 at 54 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

MGB Wealth Management first reported a position in RSPE in Q1 2025 and has held it in 4 quarters since. 29 funds tracked by Wall St. Rank hold RSPE as of Q4 2025.

  • MGB Wealth Management held 54 shares of Invesco ESG S&P 500 Equal Weight ETF worth $1.61K as of Q4 2025.
  • MGB Wealth Management left its Invesco ESG S&P 500 Equal Weight ETF share count unchanged in Q4 2025.
  • Invesco ESG S&P 500 Equal Weight ETF made up ﹤0.01% of MGB Wealth Management's portfolio in Q4 2025, its #306 holding.
  • MGB Wealth Management first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q1 2025 and has held it in 4 quarters since.
  • 29 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.