RSP — INVESCO EXCHANGE TRADED FD T

Ownership history in Joseph P. Lucia & Associates, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Joseph P. Lucia & Associates, 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
1.82% (2025 Q4)
Avg. % of fund
1.39%
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 26,401 +2,439 +10.2% 1.82% $5.1M $191.56
2025 Q3 ADDED 23,962 +1,156 +5.1% 1.71% $4.5M $188.95
2025 Q2 ADDED 22,806 +1,513 +7.1% 1.70% $4.1M $180.24
2025 Q1 ADDED 21,293 +893 +4.4% 1.69% $3.7M $171.10
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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