THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. RWL β€” INVESCO TR II ETF

Ownership history in THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.  Β·  3 quarters on record

AI Ownership Summary

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported INVESCO TR II ETF (RWL) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.06% in 2026 Q2. The latest visible filing shows RWL at 0.06% 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 RWL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s position in INVESCO TR II ETF, 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 Q2

RWL was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q2

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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.

RWL stock page THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. fund profile THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. full holdings
How THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. held RWL β€” position size vs. price
% of Fund (quarterly)    RWL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 1,219 +142 +13.2% 0.06% $156K 2026-07-08 $129.32
2026 Q1 REDUCED 22.7% +11.7% ❌ 1,077 -317 -22.7% 0.05% $124K 2026-04-14 $119.44
2025 Q4 INITIATED β€” β€” β€” 1,394 β€” β€” 0.06% $160K 2026-01-20 $115.69

🏒 Other funds also holding RWL

As of 2026 Q2 β€” sorted by position size

Investment Planning Advisors, Inc. 9.54% Kozak & Associates, Inc. 3Y 7.44% Stewardship Advisors, LLC 3Y 6.2% Cadent Capital Advisors, LLC 3Y 4.56% Harbor Asset Planning, Inc. 3.65% Scarborough Advisors, LLC 3Y 3.23% Commonwealth Financial Services, LLC 3Y 7Y 3.15% PRAIRIE ADVISORY, LLC 3.0% Kraft, Davis & Associates, LLC 3Y 2.42% OPTIMA CAPITAL LLC 2.32%

FAQ About THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. and RWL

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

How long has THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported owning RWL?

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported RWL across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported RWL position in THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s portfolio?

The largest reported portfolio weight for RWL was 0.06% in 2026 Q2.

What is the latest reported RWL position on this page?

The most recent filing on this page is 2026 Q2, when THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. reported 1,219 shares, equal to 0.06% of portfolio, with an estimated market value of $156K.

What does the chart on this RWL ownership page compare?

The chart compares THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.'s quarterly RWL 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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