RSPH — INVESCO EXCHANGE TRADED FD T

Ownership history in MATHER GROUP, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in INVESCO EXCHANGE TRADED FD T (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
0.01% (2021 Q4)
Avg. % of fund
0.0%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,000 — 0% 0.00% $29K $29.34
2025 Q1 UNCHANGED 1,000 — 0% 0.00% $30K $29.58
2024 Q4 UNCHANGED 1,000 — 0% 0.00% $29K $29.08
2024 Q3 UNCHANGED 1,000 — 0% 0.00% $32K $31.93
2024 Q2 ADDED 1,000 +85 +9.3% 0.00% $32K $29.70
2021 Q4 INITIATED 915 — — 0.01% $293K $31.17
% 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% Joseph P. Lucia & Associates, LLC 3Y 1.33% 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%
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