RPG β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Beacon Bridge Wealth Partners, LLC  Β·  13 quarters on record

AI Ownership Summary

Beacon Bridge Wealth Partners, LLC reported INVESCO EXCHANGE TRADED FD T (RPG) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.33% in 2023 Q4. The latest visible filing shows RPG at 0.95% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RPG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Bridge Wealth Partners, LLC's position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RPG was reported at 0.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.33% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beacon Bridge Wealth Partners, LLC held RPG β€” position size vs. price
% of Fund (quarterly)    RPG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 61,425 -1,178 -1.9% 0.95% $2.9M 2026-02-14 (Est.) $49.37
2025 Q3 ADDED 62,603 +117 +0.2% 1.06% $3.0M 2025-11-06 $45.89
2025 Q2 ADDED 62,486 +23 +0.0% 1.14% $2.9M 2025-07-24 $46.92
2025 Q1 ADDED 62,463 +875 +1.4% 1.02% $2.4M 2025-05-07 $40.40
2024 Q4 ADDED 61,588 +3,498 +6.0% 1.08% $2.5M 2025-02-04 $43.57
2024 Q3 ADDED 58,090 +1,227 +2.2% 0.98% $2.3M 2024-11-12 $42.24
2024 Q2 REDUCED 56,863 -91 -0.2% 0.97% $2.1M 2024-08-02 $34.23
2024 Q1 REDUCED 56,954 -25,642 -31.0% 0.99% $2.1M 2024-05-03 $34.63
2023 Q4 ADDED 82,596 +1,002 +1.2% 1.33% $2.7M 2024-02-09 $34.63
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding RPG

As of 2026 Q1 β€” sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 0.13%

FAQ About Beacon Bridge Wealth Partners, LLC and RPG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beacon Bridge Wealth Partners, LLC reported owning RPG?

Beacon Bridge Wealth Partners, LLC reported RPG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RPG position in Beacon Bridge Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for RPG was 1.33% in 2023 Q4.

What is the latest reported RPG position on this page?

The most recent filing on this page is 2025 Q4, when Beacon Bridge Wealth Partners, LLC reported 61,425 shares, equal to 0.95% of portfolio, with an estimated market value of $2.9M.

What does the chart on this RPG ownership page compare?

The chart compares Beacon Bridge Wealth Partners, LLC's quarterly RPG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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