RSP — INVESCO EXCHANGE TRADED FD T

Ownership history in Geller Advisors LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Geller Advisors 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
1.52% (2024 Q1)
Avg. % of fund
1.39%
First filed
2024 Q1
Last filed
2024 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 112,515 +951 +0.9% 1.30% $19.7M $172.25
2024 Q3 ADDED 111,564 +430 +0.4% 1.38% $20.0M $175.49
2024 Q2 ADDED 111,134 +445 +0.4% 1.35% $18.3M $160.29
2024 Q1 INITIATED 110,689 — — 1.52% $18.7M —
% 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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