SignalPoint Asset Management, LLC RSPN Invesco S&P 500 Equal Weight I

Ownership history in SignalPoint Asset Management, LLC  ·  27 quarters on record

AI Ownership Summary

SignalPoint Asset Management, LLC reported Invesco S&P 500 Equal Weight I (RSPN) in 27 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 0.95% in 2024 Q1. The latest visible filing shows RSPN at 0.81% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RSPN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SignalPoint Asset Management, LLC's position in Invesco S&P 500 Equal Weight I, 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
2024 Q4

RSPN was reported at 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.95% in 2024 Q1

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 2024 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 SignalPoint Asset Management, LLC held RSPN — position size vs. price
% of Fund (quarterly)    RSPN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 66,484 -2,423 -3.5% 0.81% $3.3M 2025-02-14 (Est.) $51.05
2024 Q3 REDUCED 68,907 -2,742 -3.8% 0.82% $3.5M 2024-10-07 $50.13
2024 Q2 REDUCED 71,649 -498 -0.7% 0.87% $3.3M 2024-07-22 $46.66
2024 Q1 REDUCED 72,147 -530 -0.7% 0.95% $3.4M 2024-04-11 $45.69
2023 Q4 REDUCED 72,677 -623 -0.8% 0.92% $3.1M 2024-01-17 $40.78
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SignalPoint Asset Management, LLC and RSPN

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

How long has SignalPoint Asset Management, LLC reported owning RSPN?

SignalPoint Asset Management, LLC reported RSPN across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported RSPN position in SignalPoint Asset Management, LLC's portfolio?

The largest reported portfolio weight for RSPN was 0.95% in 2024 Q1.

What is the latest reported RSPN position on this page?

The most recent filing on this page is 2024 Q4, when SignalPoint Asset Management, LLC reported 66,484 shares, equal to 0.81% of portfolio, with an estimated market value of $3.3M.

What does the chart on this RSPN ownership page compare?

The chart compares SignalPoint Asset Management, LLC's quarterly RSPN 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.

How well did SignalPoint Asset Management, LLC time their RSPN position?

Based on 13F filing dates vs. subsequent RSPN price moves, SignalPoint Asset Management, LLC correctly timed 11 out of 26 reported position changes (42%). The annualised alpha on RSPN relative to SPY over the holding period was -0.7%.

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