RSPD — INVESCO S&P 500 EQUAL

Ownership history in Joseph P. Lucia & Associates, LLC  ·  28 quarters on record

AI Ownership Summary

Joseph P. Lucia & Associates, LLC reported INVESCO S&P 500 EQUAL (RSPD) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.76% in 2023 Q4. The latest visible filing shows RSPD at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RSPD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Joseph P. Lucia & Associates, LLC's position in INVESCO S&P 500 EQUAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RSPD was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RSPD stock page Joseph P. Lucia & Associates, LLC fund profile Joseph P. Lucia & Associates, LLC full holdings
How Joseph P. Lucia & Associates, LLC held RSPD — position size vs. price
% of Fund (quarterly)    RSPD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 23,823 -175 -0.7% 0.49% $1.4M 2026-02-14 (Est.) $58.94
2025 Q3 REDUCED 23,998 -50 -0.2% 0.52% $1.4M 2025-10-20 $56.42
2025 Q2 REDUCED 24,048 -315 -1.3% 0.52% $1.3M 2025-08-04 $55.24
2025 Q1 UNCHANGED 24,363 — 0% 0.56% $1.2M 2025-05-14 $52.19
2024 Q4 ADDED 24,363 +4 +0.0% 0.58% $1.3M 2025-01-22 $53.50
2024 Q3 REDUCED 24,359 -135 -0.6% 0.58% $1.3M 2024-10-23 $50.74
2024 Q2 REDUCED 24,494 -1,652 -6.3% 0.60% $1.2M 2024-07-24 $46.77
2024 Q1 ADDED 26,146 +575 +2.2% 0.71% $1.3M 2024-05-03 $46.57
2023 Q4 REDUCED 25,571 -525 -2.0% 0.76% $1.2M 2024-01-29 $46.18
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding RSPD

As of 2026 Q1 — sorted by position size

PRECEDENT WEALTH PARTNERS, LLC 0.48% Legacy Private Trust Co. 3Y 7Y 0.1% Tradewinds Capital Management, LLC 3Y 7Y 0.04% PARK AVENUE SECURITIES LLC 3Y 7Y 0.03% Farther Finance Advisors, LLC 0.03% CX Institutional 3Y 7Y 0.01% Hickory Point Bank & Trust 0.01% CoreCap Advisors, LLC 3Y 0.01% VALLEY NATIONAL ADVISERS INC 3Y 7Y 0.0% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.0%

FAQ About Joseph P. Lucia & Associates, LLC and RSPD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Joseph P. Lucia & Associates, LLC reported owning RSPD?

Joseph P. Lucia & Associates, LLC reported RSPD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RSPD position in Joseph P. Lucia & Associates, LLC's portfolio?

The largest reported portfolio weight for RSPD was 0.76% in 2023 Q4.

What is the latest reported RSPD position on this page?

The most recent filing on this page is 2025 Q4, when Joseph P. Lucia & Associates, LLC reported 23,823 shares, equal to 0.49% of portfolio, with an estimated market value of $1.4M.

What does the chart on this RSPD ownership page compare?

The chart compares Joseph P. Lucia & Associates, LLC's quarterly RSPD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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