Ownership history in Phoenix Wealth Advisors · 12 quarters on record
This page tracks every 13F SEC filing in which Phoenix Wealth Advisors 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 | 28,378 | +303 | +1.1% | 2.09% | $5.4M | $191.56 |
| 2025 Q3 | REDUCED | 28,075 | -2,294 | -7.6% | 2.05% | $5.3M | $188.95 |
| 2025 Q2 | ADDED | 30,369 | +726 | +2.4% | 2.31% | $5.5M | $180.24 |
| 2025 Q1 | ADDED | 29,643 | +5,438 | +22.5% | 2.24% | $5.1M | $171.10 |
| 2024 Q4 | ADDED | 24,205 | +13,671 | +129.8% | 1.84% | $4.2M | $172.25 |
| 2024 Q3 | ADDED | 10,534 | +15 | +0.1% | 0.88% | $1.9M | $175.49 |
| 2024 Q2 | ADDED | 10,519 | +2,624 | +33.2% | 0.87% | $1.7M | $160.29 |
| 2024 Q1 | ADDED | 7,895 | +7,037 | +820.2% | 0.81% | $1.3M | $164.59 |
| 2021 Q3 | ADDED | 858 | +300 | +53.8% | 0.10% | $129K | $139.49 |
| 2021 Q2 | UNCHANGED | 558 | — | 0% | 0.06% | $84K | $139.83 |
As of 2025 Q4 — sorted by position size