Ownership history in Cherry Tree Wealth Management, LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Cherry Tree Wealth Management, 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 | 33,003 | +2,476 | +8.1% | 1.33% | $6.3M | $191.56 |
| 2025 Q3 | ADDED | 30,527 | +464 | +1.5% | 1.27% | $5.8M | $188.95 |
| 2025 Q2 | REDUCED | 30,063 | -1,060 | -3.4% | 1.27% | $5.5M | $180.24 |
| 2025 Q1 | ADDED | 31,123 | +866 | +2.9% | 1.30% | $5.4M | $171.10 |
| 2024 Q4 | ADDED | 30,257 | +3,581 | +13.4% | 1.31% | $5.3M | $172.25 |
| 2024 Q3 | ADDED | 26,676 | +3,742 | +16.3% | 1.13% | $4.8M | $175.49 |
| 2024 Q2 | ADDED | 22,934 | +4,721 | +25.9% | 0.95% | $3.8M | $160.29 |
| 2024 Q1 | ADDED | 18,213 | +3,817 | +26.5% | 0.78% | $3.1M | $164.59 |
| 2023 Q4 | ADDED | 14,396 | +3,814 | +36.0% | 0.61% | $2.3M | $152.71 |
| 2023 Q3 | ADDED | 10,582 | +10,179 | +2525.8% | 0.44% | $1.5M | $136.59 |
As of 2025 Q4 — sorted by position size