RSP INVESCO EXCHANGE TRADED FD T

Ownership history in O'ROURKE & COMPANY, Inc  ·  17 quarters on record

AI Ownership Summary

O'ROURKE & COMPANY, Inc reported INVESCO EXCHANGE TRADED FD T (RSP) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.04% in 2025 Q1. The latest visible filing shows RSP at 1.82% 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 RSP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was O'ROURKE & COMPANY, Inc'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 1.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.04% 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
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.

How O'ROURKE & COMPANY, Inc held RSP — position size vs. price
% of Fund (quarterly)    RSP price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 24,495 +1,029 +4.4% 1.82% $4.7M 2026-02-14 (Est.) $202.01
2025 Q3 ADDED 23,466 +105 +0.4% 1.86% $4.5M 2025-10-22 $188.28
2025 Q2 REDUCED 23,361 -344 -1.5% 1.98% $4.2M 2025-07-18 $181.88
2025 Q1 ADDED 23,705 +1,077 +4.8% 2.04% $4.1M 2025-05-08 $169.76
2024 Q4 ADDED 22,628 +1,151 +5.4% 1.94% $4.0M 2025-02-13 $177.41
2024 Q3 ADDED 21,477 +968 +4.7% 1.93% $3.8M 2024-10-28 $174.70
2024 Q2 ADDED 20,509 +1,012 +5.2% 1.90% $3.4M 2024-07-18 $164.71
2024 Q1 ADDED 19,497 +1,821 +10.3% 1.92% $3.3M 2024-04-18 $154.06
2023 Q4 ADDED 17,676 +538 +3.1% 1.80% $2.8M 2024-01-24 $150.24
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About O'ROURKE & COMPANY, Inc and RSP

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

How long has O'ROURKE & COMPANY, Inc reported owning RSP?

O'ROURKE & COMPANY, Inc reported RSP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RSP position in O'ROURKE & COMPANY, Inc's portfolio?

The largest reported portfolio weight for RSP was 2.04% in 2025 Q1.

What is the latest reported RSP position on this page?

The most recent filing on this page is 2025 Q4, when O'ROURKE & COMPANY, Inc reported 24,495 shares, equal to 1.82% of portfolio, with an estimated market value of $4.7M.

What does the chart on this RSP ownership page compare?

The chart compares O'ROURKE & COMPANY, Inc'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.

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