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 Q2	$2.95K	Hold	87	–	–	﹤0.01%	140
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 $6.58B 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

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

Milestone Investment Advisors's RSPE Position: Q2 2026 in Review

Milestone Investment Advisors held its Invesco ESG S&P 500 Equal Weight ETF (RSPE) position steady in Q2 2026 at 87 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #140.

Milestone Investment Advisors first reported a position in RSPE in Q1 2023 and has held it in 14 quarters since. 32 funds tracked by Wall St. Rank hold RSPE as of Q2 2026.

Milestone Investment Advisors held 87 shares of Invesco ESG S&P 500 Equal Weight ETF worth $2.95K as of Q2 2026.
Milestone Investment Advisors left its Invesco ESG S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco ESG S&P 500 Equal Weight ETF made up ﹤0.01% of Milestone Investment Advisors's portfolio in Q2 2026, its #140 holding.
Milestone Investment Advisors first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q1 2023 and has held it in 14 quarters since.
32 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.