RSP — INVESCO EXCHANGE TRADED FD T

Ownership history in Executive Wealth Management, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Executive 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.

Peak position
0.05% (2024 Q2)
Avg. % of fund
0.02%
First filed
2018 Q4
Last filed
2024 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 1,550 -169 -9.8% 0.04% $278K $175.49
2024 Q2 ADDED 1,719 +2 +0.1% 0.05% $282K $160.29
2024 Q1 ADDED 1,717 +1,565 +1029.6% 0.03% $289K $164.59
2019 Q3 ADDED 152 +1 +0.7% 0.00% $16K $96.96
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    RSP price (monthly, adj. close)

Other funds also holding RSP

As of 2025 Q4 — sorted by position size

Bayview Asset Management, LLC 3Y 7Y 48.92% TEXAS PERMANENT SCHOOL FUND CORP 3Y 7Y 47.94% Trust Co of Tennessee 30.36% Spider Management Company, LLC 29.25% Schusterman Interests, LLC 3Y 27.4% Freedom Together Foundation 26.72% Naman Capital Ltda 3Y 23.06% MUSTICO FINANCIAL GROUP, INC. 22.53% North Peak Capital Management, LLC 3Y 7Y 22.37% LTG Capital LLC 3Y 22.14%
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