RPG — INVESCO EXCHANGE TRADED FD T

Ownership history in Gimbal Financial  ·  2 quarters on record

This page tracks every 13F SEC filing in which Gimbal Financial reported a position in INVESCO EXCHANGE TRADED FD T (RPG). 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
10.2% (2025 Q3)
Avg. % of fund
10.02%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 355,997 +6,232 +1.8% 10.20% $17.0M $47.71
2025 Q2 INITIATED 349,765 — — 9.84% $16.0M $45.72
% of Fund (quarterly)    RPG price (monthly, adj. close)

Other funds also holding RPG

As of 2025 Q4 — sorted by position size

Financial Security Advisor, Inc. 6.2% Marquette Asset Management, LLC 3Y 7Y 4.85% New England Private Wealth Advisors LLC 3Y 7Y 1.65% Delos Wealth Advisors, LLC 3Y 1.64% Auxano Advisors, LLC 3Y 1.32% Wolff Financial Management LLC 3Y 7Y 1.1% CUTLER INVESTMENT COUNSEL LLC 3Y 7Y 1.06% Beacon Bridge Wealth Partners, LLC 3Y 0.95% Plan Group Financial, LLC 3Y 0.89% Wealth Group Ltd 0.81%
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