First Heartland Consultants, Inc. RSPS — INVESCO EXCHANGE TRADED FD T

Ownership history in First Heartland Consultants, Inc.  ·  31 quarters on record

AI Ownership Summary

First Heartland Consultants, Inc. reported INVESCO EXCHANGE TRADED FD T (RSPS) in 31 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.1% in 2024 Q3. The latest visible filing shows RSPS at 0.03% 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 RSPS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Heartland Consultants, Inc.'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
2026 Q3

RSPS was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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 First Heartland Consultants, Inc. held RSPS — position size vs. price
% of Fund (quarterly)    RSPS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 15,990 -932 -5.5% 0.03% $459K 2026-10-08 $29.46
2026 Q2 REDUCED — — — 16,922 -381 -2.2% 0.03% $507K 2026-07-08 $30.18
2026 Q1 REDUCED 15.6% +4.4% ❌ 17,303 -3,205 -15.6% 0.04% $510K 2026-04-08 $29.15
2025 Q4 REDUCED — — — 20,508 -802 -3.8% 0.05% $595K 2026-01-09 $28.91
2025 Q3 REDUCED 12.7% +0.8% ❌ 21,310 -3,111 -12.7% 0.05% $623K 2025-11-10 $27.74
2025 Q2 REDUCED — — — 24,421 -1,109 -4.3% 0.07% $732K 2025-08-15 $29.78
2025 Q1 REDUCED 8.2% -2.2% ✅ 25,530 -2,286 -8.2% 0.08% $787K 2025-05-07 $28.81
2024 Q4 REDUCED — — — 27,816 -1,377 -4.7% 0.09% $837K 2025-02-18 $28.25
2024 Q3 REDUCED 10.8% -6.7% ✅ 29,193 -3,547 -10.8% 0.10% $945K 2024-11-05 $29.51
2024 Q2 REDUCED — — — 32,740 -552 -1.7% 0.07% $1.0M 2024-07-25 $28.98
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RSPS

As of 2026 Q3 — sorted by position size

Farther Finance Advisors, LLC 3Y 0.01% Planning Strategies Inc. 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About First Heartland Consultants, Inc. and RSPS

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

How long has First Heartland Consultants, Inc. reported owning RSPS?

First Heartland Consultants, Inc. reported RSPS across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported RSPS position in First Heartland Consultants, Inc.'s portfolio?

The largest reported portfolio weight for RSPS was 0.10% in 2024 Q3.

What is the latest reported RSPS position on this page?

The most recent filing on this page is 2026 Q3, when First Heartland Consultants, Inc. reported 15,990 shares, equal to 0.03% of portfolio, with an estimated market value of $459K.

What does the chart on this RSPS ownership page compare?

The chart compares First Heartland Consultants, Inc.'s quarterly RSPS 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.

How well did First Heartland Consultants, Inc. time their RSPS position?

Based on 13F filing dates vs. subsequent RSPS price moves, First Heartland Consultants, Inc. correctly timed 13 out of 30 reported position changes (43%). The annualised alpha on RSPS relative to SPY over the holding period was -11.1%.

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