RSPM — 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 (RSPM). 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
0.26% (2023 Q3)
Avg. % of fund
0.2%
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 8,462 -600 -6.6% 0.13% $288K $34.08
2025 Q3 REDUCED 9,062 -123 -1.3% 0.14% $297K $32.58
2025 Q2 UNCHANGED 9,185 — 0% 0.16% $298K $32.07
2025 Q1 UNCHANGED 9,185 — 0% 0.16% $292K $31.24
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    RSPM price (monthly, adj. close)

Other funds also holding RSPM

As of 2025 Q4 — sorted by position size

Friedenthal Financial 3Y 7Y 2.25% Maltin Wealth Management, Inc. 3Y 0.95% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.85% ALTFEST L J & CO INC 3Y 7Y 0.48% SYKON CAPITAL LLC 0.28% Peak Financial Management, Inc. 3Y 7Y 0.22% Walker Asset Management, LLC 3Y 0.17% Hartford Financial Management Inc. 3Y 7Y 0.1% NTV ASSET MANAGEMENT LLC 3Y 7Y 0.06% Asset Management Group, Inc. 3Y 7Y 0.05%
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