Ownership history in ACCESS FINANCIAL SERVICES, INC. · 23 quarters on record
This page tracks every 13F SEC filing in which ACCESS FINANCIAL SERVICES, INC. reported a position in INVESCO EXCHANGE TRADED FD T (RSP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 22,266 | -90 | -0.4% | 1.55% | $4.3M | $190.74 |
| 2025 Q3 | REDUCED | 22,356 | -4,095 | -15.5% | 1.54% | $4.2M | $188.14 |
| 2025 Q2 | REDUCED | 26,451 | -1,529 | -5.5% | 1.82% | $4.8M | $179.47 |
| 2025 Q1 | REDUCED | 27,980 | -276 | -1.0% | 1.95% | $4.8M | $170.37 |
| 2024 Q4 | REDUCED | 28,256 | -358 | -1.3% | 2.21% | $5.0M | $171.51 |
| 2024 Q3 | REDUCED | 28,614 | -468 | -1.6% | 2.35% | $5.1M | $174.74 |
| 2024 Q2 | REDUCED | 29,082 | -843 | -2.8% | 2.17% | $4.8M | $159.60 |
| 2024 Q1 | ADDED | 29,925 | +7,168 | +31.5% | 2.27% | $5.1M | $163.89 |
| 2023 Q4 | REDUCED | 22,757 | -345 | -1.5% | 1.85% | $3.6M | $152.06 |
| 2023 Q3 | ADDED | 23,102 | +535 | +2.4% | 1.96% | $3.3M | $136.01 |
As of 2025 Q4 — sorted by position size