RSPT — INVESCO EXCHANGE TRADED FD T

Ownership history in Plan A Wealth LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Plan A Wealth LLC reported a position in INVESCO EXCHANGE TRADED FD T (RSPT). 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
2.57% (2025 Q3)
Avg. % of fund
2.57%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 75,062 — — 2.57% $2.8M $44.54
% of Fund (quarterly)    RSPT price (monthly, adj. close)

Other funds also holding RSPT

As of 2025 Q4 — sorted by position size

Davis Investment Partners, LLC 3Y 20.74% GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 3Y 7.54% Compass Wealth Management, LLC/GA 5.95% Chicago Wealth Management, Inc. 3Y 3.96% ISLAY CAPITAL MANAGEMENT, LLC 3Y 3.73% Yoder Wealth Management, Inc. 3.18% Baltimore-Washington Financial Advisors, Inc. 3Y 7Y 3.14% Cascade Wealth Advisors, Inc 3.12% WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3Y 2.81% Joseph P. Lucia & Associates, LLC 3Y 2.43%
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