RSPH — INVESCO EXCHANGE TRADED FD T

Ownership history in Stelac Advisory Services LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which Stelac Advisory Services LLC reported a position in INVESCO EXCHANGE TRADED FD T (RSPH). 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
6.09% (2020 Q1)
Avg. % of fund
2.46%
First filed
2019 Q2
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 70,061 — 0% 0.79% $2.2M $31.85
2025 Q3 UNCHANGED 70,061 — 0% 0.71% $2.1M $29.34
2025 Q2 REDUCED 70,061 -1,057 -1.5% 0.78% $2.0M $29.07
2025 Q1 REDUCED 71,118 -502 -0.7% 0.87% $2.1M $29.58
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    RSPH price (monthly, adj. close)

Other funds also holding RSPH

As of 2025 Q4 — sorted by position size

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 3Y 4.31% Friedenthal Financial 3Y 7Y 1.95% Joseph P. Lucia & Associates, LLC 3Y 1.33% FCA CORP /TX 3Y 7Y 1.28% Yoder Wealth Management, Inc. 0.98% Red Mountain Financial, LLC 0.92% Walker Asset Management, LLC 3Y 0.74% LM Advisors LLC 0.55% Peak Financial Management, Inc. 3Y 7Y 0.48% Hartford Financial Management Inc. 3Y 7Y 0.46%
← Back to Stelac Advisory Services LLC Holdings