PERRYMAN FINANCIAL ADVISORY INC /AD RSPF β€” INVESCO EXCHANGE TRADED FD

Ownership history in PERRYMAN FINANCIAL ADVISORY INC /AD  Β·  2 quarters on record

AI Ownership Summary

PERRYMAN FINANCIAL ADVISORY INC /AD reported INVESCO EXCHANGE TRADED FD (RSPF) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.12% in 2025 Q4. The latest visible filing shows RSPF at 0.11% 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 RSPF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PERRYMAN FINANCIAL ADVISORY INC /AD's position in INVESCO EXCHANGE TRADED FD, 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
2026 Q1

RSPF was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q1

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 PERRYMAN FINANCIAL ADVISORY INC /AD held RSPF β€” position size vs. price
% of Fund (quarterly)    RSPF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 10,414 +144 +1.4% 0.11% $743K 2026-04-24 $75.41
2025 Q4 INITIATED β€” β€” β€” 10,270 β€” β€” 0.12% $806K 2026-02-13 $74.23

FAQ About PERRYMAN FINANCIAL ADVISORY INC /AD and RSPF

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

How long has PERRYMAN FINANCIAL ADVISORY INC /AD reported owning RSPF?

PERRYMAN FINANCIAL ADVISORY INC /AD reported RSPF across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported RSPF position in PERRYMAN FINANCIAL ADVISORY INC /AD's portfolio?

The largest reported portfolio weight for RSPF was 0.12% in 2025 Q4.

What is the latest reported RSPF position on this page?

The most recent filing on this page is 2026 Q1, when PERRYMAN FINANCIAL ADVISORY INC /AD reported 10,414 shares, equal to 0.11% of portfolio, with an estimated market value of $743K.

What does the chart on this RSPF ownership page compare?

The chart compares PERRYMAN FINANCIAL ADVISORY INC /AD's quarterly RSPF 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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