RSP β€” INVESCO EXCHANGE TRADED FD T

Ownership history in New Insight Wealth Advisors  Β·  8 quarters on record

AI Ownership Summary

New Insight Wealth Advisors reported INVESCO EXCHANGE TRADED FD T (RSP) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 5.27% in 2025 Q1. The latest visible filing shows RSP at 3.55% 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.

What this RSP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New Insight Wealth Advisors's position in INVESCO EXCHANGE TRADED FD T, 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

RSP was reported at 3.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.27% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 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.

How New Insight Wealth Advisors held RSP β€” position size vs. price
% of Fund (quarterly)    RSP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 51,898 -3,352 -6.1% 3.55% $9.9M 2026-02-14 (Est.) $202.01
2025 Q3 REDUCED 55,250 -8,467 -13.3% 3.94% $10.5M 2025-10-29 $186.78
2025 Q2 REDUCED 63,717 -3,255 -4.9% 4.76% $11.6M 2025-07-16 $180.47
2025 Q1 ADDED 66,972 +12,607 +23.2% 5.27% $11.6M 2025-04-30 $166.35
2024 Q4 ADDED 54,365 +19,072 +54.0% 4.77% $9.5M 2025-02-07 $176.40
2024 Q3 ADDED 35,293 +10,743 +43.8% 3.33% $6.3M 2024-11-13 $179.18
2024 Q2 REDUCED 24,550 -1,741 -6.6% 2.37% $4.0M 2024-08-15 $165.52
2024 Q1 INITIATED 26,291 β€” β€” 2.79% $4.1M 2024-05-08 $159.14

FAQ About New Insight Wealth Advisors and RSP

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

How long has New Insight Wealth Advisors reported owning RSP?

New Insight Wealth Advisors reported RSP across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported RSP position in New Insight Wealth Advisors's portfolio?

The largest reported portfolio weight for RSP was 5.27% in 2025 Q1.

What is the latest reported RSP position on this page?

The most recent filing on this page is 2025 Q4, when New Insight Wealth Advisors reported 51,898 shares, equal to 3.55% of portfolio, with an estimated market value of $9.9M.

What does the chart on this RSP ownership page compare?

The chart compares New Insight Wealth Advisors's quarterly RSP 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.

← Back to New Insight Wealth Advisors Holdings