RSPH — INVESCO EXCHANGE TRADED FD T

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 (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
1.26% (2023 Q1)
Avg. % of fund
1.07%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 67,804 -3,192 -4.5% 0.98% $2.2M $31.85
2025 Q3 ADDED 70,996 +4,401 +6.6% 0.99% $2.1M $29.34
2025 Q2 ADDED 66,595 +5,961 +9.8% 1.01% $1.9M $29.07
2025 Q1 ADDED 60,634 +1,178 +2.0% 1.02% $1.8M $29.58
8 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% Red Mountain Financial, LLC 0.92% Stelac Advisory Services LLC 3Y 7Y 0.79% Walker Asset Management, LLC 3Y 0.74% LM Advisors LLC 0.55% Peak Financial Management, Inc. 3Y 7Y 0.48% Hartford Financial Management Inc. 3Y 7Y 0.46%
← Back to Yoder Wealth Management, Inc. Holdings