Ownership history in PACES FERRY WEALTH ADVISORS, LLC · 22 quarters on record
This page tracks every 13F SEC filing in which PACES FERRY WEALTH ADVISORS, LLC reported a position in INVESCO EXCHANGE TRADED FD T (RSP). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 29,953 | +1,068 | +3.7% | 2.33% | $5.7M | $191.56 |
| 2025 Q3 | ADDED | 28,885 | +167 | +0.6% | 2.28% | $5.5M | $188.95 |
| 2025 Q2 | ADDED | 28,718 | +2,565 | +9.8% | 2.40% | $5.2M | $180.24 |
| 2025 Q1 | ADDED | 26,153 | +1,195 | +4.8% | 2.25% | $4.5M | $171.10 |
| 2024 Q4 | ADDED | 24,958 | +3,916 | +18.6% | 2.13% | $4.4M | $172.25 |
| 2024 Q3 | ADDED | 21,042 | +1,707 | +8.8% | 2.17% | $3.8M | $175.49 |
| 2024 Q2 | ADDED | 19,335 | +768 | +4.1% | 1.92% | $3.2M | $160.29 |
| 2024 Q1 | ADDED | 18,567 | +1,829 | +10.9% | 2.01% | $3.1M | $164.59 |
| 2023 Q4 | ADDED | 16,738 | +1,181 | +7.6% | 1.84% | $2.6M | $152.71 |
| 2023 Q3 | REDUCED | 15,557 | -191 | -1.2% | 1.75% | $2.2M | $136.59 |
As of 2025 Q4 — sorted by position size