RSPH β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Red Mountain Financial, LLC  Β·  8 quarters on record

AI Ownership Summary

Red Mountain Financial, LLC reported INVESCO EXCHANGE TRADED FD T (RSPH) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.73% in 2023 Q4. The latest visible filing shows RSPH at 0.92% 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 RSPH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Red Mountain Financial, 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

RSPH was reported at 0.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.73% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 Red Mountain Financial, LLC held RSPH β€” position size vs. price
% of Fund (quarterly)    RSPH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 29,379 -2,299 -7.3% 0.92% $936K 2026-02-14 (Est.) $32.45
2025 Q3 REDUCED 31,678 -7,280 -18.7% 0.94% $931K 2025-10-14 $29.73
2025 Q2 ADDED 38,958 +2,463 +6.7% 1.41% $1.2M 2025-07-21 $27.73
2025 Q1 ADDED 36,495 +659 +1.8% 1.32% $1.1M 2025-04-28 $28.08
2024 Q4 REDUCED 35,836 -2,513 -6.6% 1.13% $1.0M 2025-02-12 $29.97
2024 Q3 REDUCED 38,349 -609 -1.6% 1.31% $1.2M 2024-10-09 $31.15
2024 Q2 ADDED 38,958 +1,406 +3.7% 1.41% $1.2M 2024-08-13 $30.67
2023 Q4 INITIATED 37,552 β€” β€” 1.73% $1.1M 2024-03-11 $31.13

FAQ About Red Mountain Financial, LLC and RSPH

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

How long has Red Mountain Financial, LLC reported owning RSPH?

Red Mountain Financial, LLC reported RSPH across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RSPH position in Red Mountain Financial, LLC's portfolio?

The largest reported portfolio weight for RSPH was 1.73% in 2023 Q4.

What is the latest reported RSPH position on this page?

The most recent filing on this page is 2025 Q4, when Red Mountain Financial, LLC reported 29,379 shares, equal to 0.92% of portfolio, with an estimated market value of $936K.

What does the chart on this RSPH ownership page compare?

The chart compares Red Mountain Financial, LLC's quarterly RSPH 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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