RSPH — INVESCO EXCHANGE TRADED FD T

Ownership history in Walker Asset Management, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which Walker Asset Management, 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
1.21% (2022 Q4)
Avg. % of fund
0.92%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 43,077 -262 -0.6% 0.74% $1.4M $31.85
2025 Q3 ADDED 43,339 +2,057 +5.0% 0.71% $1.3M $29.34
2025 Q2 ADDED 41,282 +943 +2.3% 0.70% $1.2M $29.07
2025 Q1 REDUCED 40,339 -356 -0.9% 0.73% $1.2M $29.58
11 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% Stelac Advisory Services LLC 3Y 7Y 0.79% LM Advisors LLC 0.55% Peak Financial Management, Inc. 3Y 7Y 0.48% Hartford Financial Management Inc. 3Y 7Y 0.46%
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