RSP — INVESCO EXCHANGE TRADED FD T

Ownership history in Sharp Wealth Advisory, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Sharp Wealth Advisory, LLC 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.

Peak position
0.67% (2025 Q3)
Avg. % of fund
0.49%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 6,785 +327 +5.1% 0.65% $1.3M $191.56
2025 Q3 ADDED 6,458 +1,776 +37.9% 0.67% $1.2M $188.95
2025 Q2 ADDED 4,682 +1,709 +57.5% 0.55% $851K $180.24
2025 Q1 REDUCED 2,973 -63 -2.1% 0.39% $515K $171.10
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    RSP price (monthly, adj. close)

Other funds also holding RSP

As of 2025 Q4 — sorted by position size

Bayview Asset Management, LLC 3Y 7Y 48.92% TEXAS PERMANENT SCHOOL FUND CORP 3Y 7Y 47.94% Trust Co of Tennessee 30.36% Spider Management Company, LLC 29.25% Schusterman Interests, LLC 3Y 27.4% Freedom Together Foundation 26.72% Naman Capital Ltda 3Y 23.06% MUSTICO FINANCIAL GROUP, INC. 22.53% North Peak Capital Management, LLC 3Y 7Y 22.37% LTG Capital LLC 3Y 22.14%
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