RSP INVESCO EXCHANGE TRADED FD T

Ownership history in Sterneck Capital Management, LLC  ·  32 quarters on record

AI Ownership Summary

Sterneck Capital Management, LLC reported INVESCO EXCHANGE TRADED FD T (RSP) in 32 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 10.26% in 2024 Q1. The latest visible filing shows RSP at 8.95% 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 RSP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sterneck Capital Management, 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
2026 Q1

RSP was reported at 8.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.26% 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 2026 Q1

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 Sterneck Capital Management, LLC held RSP — position size vs. price
% of Fund (quarterly)    RSP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 103,876 +2,173 +2.1% 8.95% $19.9M 2026-04-17 $203.16
2025 Q4 ADDED 101,703 +1,753 +1.8% 8.77% $19.5M 2026-01-22 $198.81
2025 Q3 ADDED 99,950 +1,925 +2.0% 8.82% $19.0M 2025-10-24 $189.69
2025 Q2 ADDED 98,025 +1,539 +1.6% 9.04% $17.8M 2025-07-17 $181.95
2025 Q1 REDUCED 96,486 -1 -0.0% 9.04% $16.7M 2025-04-08 $150.40
2024 Q4 REDUCED 96,487 -1,491 -1.5% 9.13% $16.9M 2025-01-08 $172.09
2024 Q3 REDUCED 97,978 -3,827 -3.8% 9.50% $17.6M 2024-10-03 $172.81
2024 Q2 ADDED 101,805 +417 +0.4% 9.49% $16.7M 2024-07-26 $164.91
2024 Q1 ADDED 101,388 +647 +0.6% 10.26% $17.2M 2024-04-26 $157.17
2023 Q4 REDUCED 100,741 -2,450 -2.4% 10.12% $15.9M 2024-01-16 $149.42
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sterneck Capital Management, LLC and RSP

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

How long has Sterneck Capital Management, LLC reported owning RSP?

Sterneck Capital Management, LLC reported RSP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RSP position in Sterneck Capital Management, LLC's portfolio?

The largest reported portfolio weight for RSP was 10.26% in 2024 Q1.

What is the latest reported RSP position on this page?

The most recent filing on this page is 2026 Q1, when Sterneck Capital Management, LLC reported 103,876 shares, equal to 8.95% of portfolio, with an estimated market value of $19.9M.

What does the chart on this RSP ownership page compare?

The chart compares Sterneck Capital Management, LLC's quarterly RSP 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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