RSPF — INVESCO EXCHANGE TRADED FD T

Ownership history in Joseph Group Capital Management  ·  8 quarters on record

This page tracks every 13F SEC filing in which Joseph Group Capital Management reported a position in INVESCO EXCHANGE TRADED FD T (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.

Peak position
3.29% (2024 Q1)
Avg. % of fund
2.78%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 105,773 +1,685 +1.6% 2.18% $8.3M $78.49
2025 Q3 ADDED 104,088 +1,036 +1.0% 2.28% $8.1M $77.50
2025 Q2 ADDED 103,052 +425 +0.4% 2.63% $7.8M $75.54
2025 Q1 REDUCED 102,627 -161 -0.2% 2.84% $7.4M $71.70
4 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% 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% DUMONT & BLAKE INVESTMENT ADVISORS LLC 3Y 7Y 0.23%
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