Ownership history in Wealth Forward, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Wealth Forward, LLC reported a position in INVESCO EXCHANGE TRADED FD T (RSP). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 99,181 | -1,167 | -1.2% | 10.73% | $19.0M | $191.56 |
| 2025 Q3 | REDUCED | 100,348 | -14,158 | -12.4% | 11.05% | $19.0M | $188.95 |
| 2025 Q2 | REDUCED | 114,506 | -1,113 | -1.0% | 13.98% | $20.8M | $180.24 |
| 2025 Q1 | REDUCED | 115,619 | -1,314 | -1.1% | 14.25% | $20.0M | $171.10 |
As of 2025 Q4 — sorted by position size