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

Mountain Capital 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 		– Sell
-50,074
Closed -$1.57M – 100
2026
Q1 		$1.57M Sell
50,074
-8,939
-15% -$274K 0.23% 17
2025
Q4 		$1.82M Buy
59,013
+868
+1% +$25.4K 0.29% 16
2025
Q3 		$1.69M Buy
58,145
+360
+0.6% +$10.2K 0.3% 17
2025
Q2 		$1.61M Buy
57,785
+675
+1% +$17.5K 0.31% 17
2025
Q1 		$1.43M Buy
57,110
+10,651
+23% +$286K 0.31% 18
2024
Q4 		$1.26M Buy
46,459
+3,024
+7% +$83.1K 0.26% 21
2024
Q3 		$1.21M Buy
+43,435
New +$1.14M 0.26% 18

Other funds holding RSPE

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Mountain Capital Investment Advisors's RSPE Position: Q2 2026 in Review

Mountain Capital Investment Advisors sold out of Invesco ESG S&P 500 Equal Weight ETF (RSPE) in Q2 2026, closing a stake of 50,074 shares — an estimated $1.57M sold.

Mountain Capital Investment Advisors first reported a position in RSPE in Q3 2024 and held it in 7 quarters. The position peaked at $1.82M in Q4 2025. 9 funds tracked by Wall St. Rank hold RSPE as of Q2 2026.

  • Mountain Capital Investment Advisors reported no remaining Invesco ESG S&P 500 Equal Weight ETF position as of Q2 2026 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 50,074 Invesco ESG S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.57M.
  • Mountain Capital Investment Advisors first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q3 2024 and held it in 7 quarters.
  • Mountain Capital Investment Advisors's Invesco ESG S&P 500 Equal Weight ETF position peaked at $1.82M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.