Milestone Investment Advisors’s Invesco ESG S&P 500 Equal Weight ETF RSPE Stock Holding History

Milestone Investment Advisors’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	$2.56K	Hold	87	–	–	﹤0.01%	139
2025 Q4	$2.59K	Hold	87	–	–	﹤0.01%	133
2025 Q3	$2.52K	Hold	87	–	–	﹤0.01%	125
2025 Q2	$2.4K	Hold	87	–	–	﹤0.01%	124
2025 Q1	$2.26K	Hold	87	–	–	﹤0.01%	126
2024 Q4	$2.3K	Hold	87	–	–	﹤0.01%	129
2024 Q3	$2.39K	Hold	87	–	–	﹤0.01%	126
2024 Q2	$2.19K	Hold	87	–	–	﹤0.01%	130
2024 Q1	$2.25K	Hold	87	–	–	﹤0.01%	126
2023 Q4	$2.11K	Hold	87	–	–	﹤0.01%	124
2023 Q3	$1.89K	Hold	87	–	–	﹤0.01%	381
2023 Q2	$2K	Hold	87	–	–	﹤0.01%	118
2023 Q1	$1.94K	Buy	+87	New	+$1.95K	﹤0.01%	391

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

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

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

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

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return