Planning Project LLC’s Invesco ESG S&P 500 Equal Weight ETF RSPE Stock Holding History

Planning Project LLC’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	$2.28K	Buy	+77	New	+$2.25K	﹤0.01%	130

Other funds holding RSPE

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

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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 Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Planning Project LLC's RSPE Position: Q4 2025 in Review

Planning Project LLC opened a new position in Invesco ESG S&P 500 Equal Weight ETF (RSPE) in Q4 2025: 77 shares worth $2.28K. The stake represents ﹤0.01% of the portfolio and ranks #130 among its holdings.

29 funds tracked by Wall St. Rank hold RSPE as of Q4 2025.

Planning Project LLC held 77 shares of Invesco ESG S&P 500 Equal Weight ETF worth $2.28K as of Q4 2025.
Invesco ESG S&P 500 Equal Weight ETF was a new Planning Project LLC position in Q4 2025.
Invesco ESG S&P 500 Equal Weight ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #130 holding.
29 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.