CAPE ANN SAVINGS BANK RSP INVESCO EXCHANGE TRADED FD TR

Ownership history in CAPE ANN SAVINGS BANK  ·  5 quarters on record

AI Ownership Summary

CAPE ANN SAVINGS BANK reported INVESCO EXCHANGE TRADED FD TR (RSP) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 1.39% in 2026 Q2. The latest visible filing shows RSP at 1.39% 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.

What this RSP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAPE ANN SAVINGS BANK's position in INVESCO EXCHANGE TRADED FD TR, 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
2026 Q2

RSP was reported at 1.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.39% in 2026 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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 CAPE ANN SAVINGS BANK held RSP — position size vs. price
% of Fund (quarterly)    RSP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 13,890 +1,415 +11.3% 1.39% $3.0M 2026-08-04 $220.23
2026 Q1 UNCHANGED 12,475 0% 1.20% $2.4M 2026-04-27 $201.01
2025 Q4 ADDED 12,475 +9,710 +351.2% 1.23% $2.4M 2026-01-28 $196.65
2025 Q3 UNCHANGED 2,765 0% 0.28% $525K 2025-10-15 $186.58
2025 Q2 INITIATED 2,765 0.30% $503K 2025-07-21 $180.56

FAQ About CAPE ANN SAVINGS BANK and RSP

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

How long has CAPE ANN SAVINGS BANK reported owning RSP?

CAPE ANN SAVINGS BANK reported RSP across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported RSP position in CAPE ANN SAVINGS BANK's portfolio?

The largest reported portfolio weight for RSP was 1.39% in 2026 Q2.

What is the latest reported RSP position on this page?

The most recent filing on this page is 2026 Q2, when CAPE ANN SAVINGS BANK reported 13,890 shares, equal to 1.39% of portfolio, with an estimated market value of $3.0M.

What does the chart on this RSP ownership page compare?

The chart compares CAPE ANN SAVINGS BANK's quarterly RSP 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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