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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
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

EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 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
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Stewardship Advisors's RSPE Position: Q2 2026 in Review

Stewardship Advisors reduced its Invesco ESG S&P 500 Equal Weight ETF (RSPE) stake by 4.5% in Q2 2026, selling an estimated $287K and leaving 191,492 shares worth $6.49M. The position accounts for 1.35% of the portfolio, ranked #18.

Stewardship Advisors first reported a position in RSPE in Q3 2022 and has held it in 12 quarters since. The position peaked at $6.59M in Q3 2025. 12 funds tracked by Wall St. Rank hold RSPE as of Q2 2026.

  • Stewardship Advisors held 191,492 shares of Invesco ESG S&P 500 Equal Weight ETF worth $6.49M as of Q2 2026.
  • Stewardship Advisors sold 8,929 Invesco ESG S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $287K.
  • Invesco ESG S&P 500 Equal Weight ETF made up 1.35% of Stewardship Advisors's portfolio in Q2 2026, its #18 holding.
  • Stewardship Advisors first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q3 2022 and has held it in 12 quarters since.
  • Stewardship Advisors's Invesco ESG S&P 500 Equal Weight ETF position peaked at $6.59M in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.