SteelPeak Wealth, LLC RSPN — INVESCO EXCHANGE TRADED FD T

Ownership history in SteelPeak Wealth, LLC  ·  6 quarters on record

AI Ownership Summary

SteelPeak Wealth, LLC reported INVESCO EXCHANGE TRADED FD T (RSPN) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows RSPN at 0.01% 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 RSPN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SteelPeak Wealth, 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 Q3

RSPN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2025 Q3

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.

RSPN stock page SteelPeak Wealth, LLC fund profile SteelPeak Wealth, LLC full holdings
How SteelPeak Wealth, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 4,950 — 0% 0.01% $278K 2025-10-21 $56.31
2025 Q2 REDUCED 13.2% +4.5% ❌ 4,950 -750 -13.2% 0.01% $265K 2025-07-23 $55.59
2025 Q1 REDUCED 23.5% +9.7% ❌ 5,700 -1,750 -23.5% 0.01% $279K 2025-05-01 $48.37
2024 Q4 ADDED — — — 7,450 +100 +1.4% 0.02% $374K 2025-01-23 $52.64
2024 Q3 REDUCED 14.0% -1.6% ✅ 7,350 -1,200 -14.0% 0.02% $376K 2024-10-25 $50.48
2024 Q2 INITIATED — — — 8,550 — — 0.02% $388K 2024-07-17 $46.82

🏢 Other funds also holding RSPN

As of 2026 Q1 — sorted by position size

Davis Investment Partners, LLC 3Y 5.5% AFFINITY WEALTH MANAGEMENT LLC 3Y 7Y 5.49% Carmel Capital Management L.L.C. 3Y 2.84% Harbor Asset Planning, Inc. 2.69% TigerOak Management, L.L.C. 2.05% TKG Advisors, LLC 3Y 1.7% G&S Capital LLC 3Y 7Y 1.08% Choice Wealth Advisors LLC 3Y 0.91% Nova Wealth Management, Inc. 0.87% Friedenthal Financial 3Y 7Y 0.79%

FAQ About SteelPeak Wealth, 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 SteelPeak Wealth, LLC reported owning RSPN?

SteelPeak Wealth, LLC reported RSPN across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported RSPN position in SteelPeak Wealth, LLC's portfolio?

The largest reported portfolio weight for RSPN was 0.02% in 2024 Q2.

What is the latest reported RSPN position on this page?

The most recent filing on this page is 2025 Q3, when SteelPeak Wealth, LLC reported 4,950 shares, equal to 0.01% of portfolio, with an estimated market value of $278K.

What does the chart on this RSPN ownership page compare?

The chart compares SteelPeak Wealth, 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 SteelPeak Wealth, LLC time their RSPN position?

Based on 13F filing dates vs. subsequent RSPN price moves, SteelPeak Wealth, LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on RSPN relative to SPY over the holding period was -1.4%.

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