RSPF — INVESCO S&PINVESCO S&P

Ownership history in ORG Partners LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in INVESCO S&PINVESCO S&P (RSPF). 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% (2025 Q1)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 657 +3 +0.5% 0.01% $51K $77.50
2025 Q2 ADDED 654 +3 +0.5% 0.01% $50K $75.54
2025 Q1 ADDED 651 +3 +0.5% 0.01% $47K $71.70
2024 Q4 INITIATED 648 — — 0.01% $47K $71.21
% of Fund (quarterly)    RSPF price (monthly, adj. close)

Other funds also holding RSPF

As of 2025 Q4 — sorted by position size

Joseph P. Lucia & Associates, LLC 3Y 2.25% Joseph Group Capital Management 3Y 2.18% Davis Investment Partners, LLC 3Y 1.82% Yoder Wealth Management, Inc. 1.55% Walker Asset Management, LLC 3Y 0.86% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.46% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 0.41% Allen Capital Group, LLC 3Y 7Y 0.37% Friedenthal Financial 3Y 7Y 0.31% SYKON CAPITAL LLC 0.28%
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