RSPH — INVESCO S&P 500 EQUAL

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

This page tracks every 13F SEC filing in which Joseph P. Lucia & Associates, LLC reported a position in INVESCO S&P 500 EQUAL (RSPH). 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
2.75% (2022 Q4)
Avg. % of fund
2.09%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 115,580 -1,165 -1.0% 1.33% $3.7M $31.85
2025 Q3 REDUCED 116,745 -750 -0.6% 1.29% $3.4M $29.34
2025 Q2 REDUCED 117,495 -4,450 -3.6% 1.40% $3.4M $29.07
2025 Q1 REDUCED 121,945 -1,350 -1.1% 1.66% $3.6M $29.58
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    RSPH price (monthly, adj. close)

Other funds also holding RSPH

As of 2025 Q4 — sorted by position size

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3Y 4.31% Friedenthal Financial 3Y 7Y 1.95% FCA CORP /TX 3Y 7Y 1.28% Yoder Wealth Management, Inc. 0.98% Red Mountain Financial, LLC 0.92% Stelac Advisory Services LLC 3Y 7Y 0.79% Walker Asset Management, LLC 3Y 0.74% LM Advisors LLC 0.55% Peak Financial Management, Inc. 3Y 7Y 0.48% Hartford Financial Management Inc. 3Y 7Y 0.46%
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