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

Stewardship 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 Q3	$6.14M	Sell	183,443 -8,049	-4%	-$277K	1.28%	20
2026 Q2	$6.49M	Sell	191,492 -8,929	-4%	-$287K	1.35%	18
2026 Q1	$5.9M	Sell	200,421 -15,294	-7%	-$469K	1.36%	18
2025 Q4	$6.43M	Sell	215,715 -12,177	-5%	-$356K	1.49%	19
2025 Q3	$6.59M	Sell	227,892 -1,747	-0.8%	-$49.3K	1.56%	18
2025 Q2	$6.32M	Sell	229,639 -3,070	-1%	-$79.5K	1.6%	18
2025 Q1	$6.05M	Buy	232,709 +42,166	+22%	+$1.13M	1.64%	16
2024 Q4	$5.04M	Buy	+190,543	New	+$5.24M	1.4%	19
2023 Q4	–	Sell	-124,647	Closed	-$2.71M	–	47
2023 Q3	$2.71M	Sell	124,647 -104,242	-46%	-$2.39M	1.06%	26
2023 Q2	$5.27M	Sell	228,889 -5,522	-2%	-$123K	1.98%	20
2023 Q1	$5.22M	Buy	234,411 +73,985	+46%	+$1.66M	2.01%	21
2022 Q4	$3.48M	Buy	160,426 +2,697	+2%	+$57.9K	1.4%	22
2022 Q3	$3.05M	Buy	+157,729	New	+$3.37M	1.32%	24

Other funds holding RSPE

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

Stewardship Advisors's RSPE Position: Q3 2026 in Review

Stewardship Advisors reduced its Invesco ESG S&P 500 Equal Weight ETF (RSPE) stake by 4.2% in Q3 2026, selling an estimated $277K and leaving 183,443 shares worth $6.14M. The position accounts for 1.28% of the portfolio, ranked #20.

Stewardship Advisors first reported a position in RSPE in Q3 2022 and has held it in 13 quarters since. The position peaked at $6.59M in Q3 2025. 8 funds tracked by Wall St. Rank hold RSPE as of Q3 2026.

Stewardship Advisors held 183,443 shares of Invesco ESG S&P 500 Equal Weight ETF worth $6.14M as of Q3 2026.
Stewardship Advisors sold 8,049 Invesco ESG S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $277K.
Invesco ESG S&P 500 Equal Weight ETF made up 1.28% of Stewardship Advisors's portfolio in Q3 2026, its #20 holding.
Stewardship Advisors first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q3 2022 and has held it in 13 quarters since.
Stewardship Advisors's Invesco ESG S&P 500 Equal Weight ETF position peaked at $6.59M in Q3 2025.
8 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.