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

Voisard Asset Management 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
2024
Q4 		– Sell
-3,695
Closed -$135K – 540
2024
Q3 		$135K Buy
3,695
+1,048
+40% +$27.4K 0.06% 112
2024
Q2 		$66.5K Buy
2,647
+409
+18% +$10.3K 0.03% 141
2024
Q1 		$58K Sell
2,238
-779
-26% -$19.2K 0.03% 124
2023
Q4 		$102K Buy
+3,017
New +$67.3K 0.06% 86

Other funds holding RSPE

SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Voisard Asset Management Group's RSPE Position: Q4 2024 in Review

Voisard Asset Management Group sold out of Invesco ESG S&P 500 Equal Weight ETF (RSPE) in Q4 2024, closing a stake of 3,695 shares — an estimated $135K sold.

Voisard Asset Management Group first reported a position in RSPE in Q4 2023 and held it in 4 quarters. The position peaked at $135K in Q3 2024. 19 funds tracked by Wall St. Rank hold RSPE as of Q4 2024.

  • Voisard Asset Management Group reported no remaining Invesco ESG S&P 500 Equal Weight ETF position as of Q4 2024 after selling out during the quarter.
  • Voisard Asset Management Group sold 3,695 Invesco ESG S&P 500 Equal Weight ETF shares in Q4 2024, an estimated $135K.
  • Voisard Asset Management Group first reported a position in Invesco ESG S&P 500 Equal Weight ETF in Q4 2023 and held it in 4 quarters.
  • Voisard Asset Management Group's Invesco ESG S&P 500 Equal Weight ETF position peaked at $135K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held Invesco ESG S&P 500 Equal Weight ETF as of Q4 2024.

Based on Voisard Asset Management Group's 13F filing for Q4 2024, filed 7 Feb 2025.