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 (RSPD). 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 | 31,378 | -1,701 | -5.1% | 0.81% | $1.8M | $57.03 |
| 2025 Q3 | ADDED | 33,079 | +628 | +1.9% | 0.90% | $1.9M | $57.58 |
| 2025 Q2 | ADDED | 32,451 | +2,347 | +7.8% | 0.90% | $1.7M | $53.00 |
| 2025 Q1 | REDUCED | 30,104 | -1,226 | -3.9% | 0.85% | $1.5M | $49.50 |
| 2024 Q4 | ADDED | 31,330 | +1,320 | +4.4% | 0.92% | $1.7M | $52.81 |
| 2024 Q3 | ADDED | 30,010 | +1,053 | +3.6% | 0.94% | $1.6M | $51.41 |
| 2024 Q2 | REDUCED | 28,957 | -588 | -2.0% | 0.90% | $1.4M | $47.29 |
| 2024 Q1 | REDUCED | 29,545 | -823 | -2.7% | 0.88% | $1.3M | $50.12 |
| 2023 Q4 | REDUCED | 30,368 | -517 | -1.7% | 0.97% | $1.4M | $46.59 |
| 2023 Q3 | ADDED | 30,885 | +20,949 | +210.8% | 1.15% | $1.4M | $41.13 |
As of 2025 Q4 — sorted by position size