RSPF — INVESCO EXCHANGE

Ownership history in Integrated Wealth Concepts LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in INVESCO EXCHANGE (RSPF). 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,219 +12 +0.4% 0.00% $250K $77.50
2025 Q2 ADDED 3,207 +12 +0.4% 0.00% $244K $75.54
2025 Q1 ADDED 3,195 +15 +0.5% 0.00% $232K $71.70
2024 Q4 ADDED 3,180 +14 +0.4% 0.00% $230K $71.21
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    RSPF price (monthly, adj. close)

Other funds also holding RSPF

As of 2025 Q4 — sorted by position size

Joseph P. Lucia & Associates, LLC 3Y 2.25% Joseph Group Capital Management 3Y 2.18% Davis Investment Partners, LLC 3Y 1.82% Yoder Wealth Management, Inc. 1.55% Walker Asset Management, LLC 3Y 0.86% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.46% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 0.41% Allen Capital Group, LLC 3Y 7Y 0.37% Friedenthal Financial 3Y 7Y 0.31% SYKON CAPITAL LLC 0.28%
← Back to Integrated Wealth Concepts LLC Holdings