Ownership history in Advisor OS, LLC · 23 quarters on record
This page tracks every 13F SEC filing in which Advisor OS, LLC 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 | ADDED | 94,888 | +4,681 | +5.2% | 1.46% | $18.2M | $191.56 |
| 2025 Q3 | REDUCED | 90,207 | -14,239 | -13.6% | 1.48% | $17.1M | $188.95 |
| 2025 Q2 | REDUCED | 104,446 | -3,729 | -3.4% | 1.87% | $19.0M | $180.24 |
| 2025 Q1 | ADDED | 108,175 | +6,590 | +6.5% | 2.13% | $18.7M | $171.10 |
As of 2025 Q4 — sorted by position size