RSP β€” INVESCO EXCHANGE TRADED FD T

Ownership history in PRECEDENT WEALTH PARTNERS, LLC  Β·  6 quarters on record

AI Ownership Summary

PRECEDENT WEALTH PARTNERS, LLC reported INVESCO EXCHANGE TRADED FD T (RSP) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.58% in 2025 Q3. The latest visible filing shows RSP at 1.24% 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 RSP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PRECEDENT WEALTH PARTNERS, LLC'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 1.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.58% in 2025 Q3

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

Time in book
Holding Window
2024 Q3 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 PRECEDENT WEALTH PARTNERS, LLC held RSP β€” position size vs. price
% of Fund (quarterly)    RSP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 30,989 -6,782 -18.0% 1.24% $5.9M 2026-02-14 (Est.) $202.01
2025 Q3 ADDED 37,771 +4,803 +14.6% 1.58% $7.2M 2025-10-14 $186.92
2025 Q2 ADDED 32,968 +5,694 +20.9% 1.47% $6.0M 2025-07-21 $181.25
2025 Q1 ADDED 27,274 +9,608 +54.4% 1.31% $4.7M 2025-04-17 $159.97
2024 Q4 ADDED 17,666 +1,528 +9.5% 1.01% $3.1M 2025-01-21 $178.27
2024 Q3 INITIATED 16,138 β€” β€” 0.95% $2.9M 2024-10-17 $176.86

FAQ About PRECEDENT WEALTH PARTNERS, LLC and RSP

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

How long has PRECEDENT WEALTH PARTNERS, LLC reported owning RSP?

PRECEDENT WEALTH PARTNERS, LLC reported RSP across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported RSP position in PRECEDENT WEALTH PARTNERS, LLC's portfolio?

The largest reported portfolio weight for RSP was 1.58% in 2025 Q3.

What is the latest reported RSP position on this page?

The most recent filing on this page is 2025 Q4, when PRECEDENT WEALTH PARTNERS, LLC reported 30,989 shares, equal to 1.24% of portfolio, with an estimated market value of $5.9M.

What does the chart on this RSP ownership page compare?

The chart compares PRECEDENT WEALTH PARTNERS, LLC'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.

← Back to PRECEDENT WEALTH PARTNERS, LLC Holdings