Ownership history in Walker Asset Management, LLC Β· 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 (RSPR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Walker Asset Management, LLC underperformed the S&P 500 by β15.2% annually on this RSPR position. Timing score: 54% (7/13 decisions correct). Average cost basis: $30.04. Maximum drawdown during holding period: β11.2%.
β Significantly underperformed the S&P 500 by 15.2% ann.
14 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 13 add/trim decisions correct
Best entry: $28.01 (2023 Q1) Β· Worst: $34.88 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 9 trims. Bought during 2 of 6 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.15% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size