RSPT — INVESCO EXCHANGE TRADED FD T

Ownership history in FIRST FOUNDATION ADVISORS  ·  6 quarters on record

This page tracks every 13F SEC filing in which FIRST FOUNDATION ADVISORS reported a position in INVESCO EXCHANGE TRADED FD T (RSPT). 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
0.01% (2023 Q4)
Avg. % of fund
0.01%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 5,239 — 0% 0.01% $234K $44.54
2025 Q2 REDUCED 5,239 -1,783 -25.4% 0.01% $214K $40.71
2024 Q1 ADDED 7,022 +2 +0.0% 0.01% $247K $34.92
2023 Q4 ADDED 7,020 +6,327 +913.0% 0.01% $229K $32.35
2021 Q2 REDUCED 693 -100 -12.6% 0.01% $201K $28.34
2020 Q4 INITIATED 793 — — 0.01% $201K $24.69
% of Fund (quarterly)    RSPT price (monthly, adj. close)

Other funds also holding RSPT

As of 2025 Q4 — sorted by position size

Davis Investment Partners, LLC 3Y 20.74% GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 3Y 7.54% Compass Wealth Management, LLC/GA 5.95% Chicago Wealth Management, Inc. 3Y 3.96% ISLAY CAPITAL MANAGEMENT, LLC 3Y 3.73% Yoder Wealth Management, Inc. 3.18% Baltimore-Washington Financial Advisors, Inc. 3Y 7Y 3.14% Cascade Wealth Advisors, Inc 3.12% WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3Y 2.81% Joseph P. Lucia & Associates, LLC 3Y 2.43%
← Back to FIRST FOUNDATION ADVISORS Holdings