Ownership history in Yoder Wealth Management, Inc. · 12 quarters on record
This page tracks every 13F SEC filing in which Yoder Wealth Management, Inc. reported a position in INVESCO EXCHANGE TRADED FD T (RSPC). 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 | 32,780 | -264 | -0.8% | 0.59% | $1.3M | $39.83 |
| 2025 Q3 | ADDED | 33,044 | +794 | +2.5% | 0.64% | $1.4M | $41.10 |
| 2025 Q2 | ADDED | 32,250 | +484 | +1.5% | 0.64% | $1.2M | $37.81 |
| 2025 Q1 | REDUCED | 31,766 | -173 | -0.5% | 0.63% | $1.1M | $34.90 |
| 2024 Q4 | ADDED | 31,939 | +1,448 | +4.7% | 0.60% | $1.1M | $33.64 |
| 2024 Q3 | ADDED | 30,491 | +772 | +2.6% | 0.60% | $997K | $32.07 |
| 2024 Q2 | ADDED | 29,719 | +761 | +2.6% | 0.57% | $882K | $29.02 |
| 2024 Q1 | ADDED | 28,958 | +6,996 | +31.9% | 0.56% | $863K | $29.05 |
| 2023 Q4 | ADDED | 21,962 | +1,189 | +5.7% | 0.45% | $644K | $28.50 |
| 2023 Q3 | ADDED | 20,773 | +2,554 | +14.0% | 0.46% | $553K | $25.81 |
As of 2025 Q4 — sorted by position size