UBS Group
RSPE icon

UBS Group’s Invesco ESG S&P 500 Equal Weight ETF RSPE Stock Holding History

UBS Group’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
Q3 		– Sell
-3,056
Closed -$84.2K – 10839
2025
Q2 		$84.2K Sell
3,056
-1,933
-39% -$50.1K ﹤0.01% 7378
2025
Q1 		$130K Buy
4,989
+4,959
+16,530% +$133K ﹤0.01% 6841
2024
Q4 		$794 Buy
+30
New +$825 ﹤0.01% 9375
2023
Q3 		– Sell
-100
Closed -$2.3K – 9889
2023
Q2 		$2.3K Buy
+100
New +$2.22K ﹤0.01% 7775
2023
Q1 		– Sell
-359
Closed -$7.79K – 10265
2022
Q4 		$7.79K Buy
359
+31
+9% +$666 ﹤0.01% 8858
2022
Q3 		$6K Sell
328
-734
-69% -$15.7K ﹤0.01% 9057
2022
Q2 		$22K Sell
1,062
-1,388
-57% -$31K ﹤0.01% 6772
2022
Q1 		$59K Buy
+2,450
New +$58.9K ﹤0.01% 6337

Other funds holding RSPE

SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCIA
Mountain Capital Investment Advisors Westminster, Colorado $702M AUM 23.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return

UBS Group's RSPE Position: Q3 2025 in Review

UBS Group sold out of Invesco ESG S&P 500 Equal Weight ETF (RSPE) in Q3 2025, closing a stake of 3,056 shares — an estimated $84.2K sold.

UBS Group first reported a position in RSPE in Q1 2022 and held it in 8 quarters. The position peaked at $130K in Q1 2025. 21 funds tracked by Wall St. Rank hold RSPE as of Q3 2025.

  • UBS Group reported no remaining Invesco ESG S&P 500 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 3,056 Invesco ESG S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $84.2K.
  • UBS Group first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q1 2022 and held it in 8 quarters.
  • UBS Group's Invesco ESG S&P 500 Equal Weight ETF position peaked at $130K in Q1 2025.
  • 21 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.