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 (RSPS). 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 | ADDED | 32,491 | +862 | +2.7% | 0.43% | $943K | $29.03 |
| 2025 Q3 | ADDED | 31,629 | +838 | +2.7% | 0.44% | $924K | $29.00 |
| 2025 Q2 | ADDED | 30,791 | +1,726 | +5.9% | 0.48% | $923K | $29.53 |
| 2025 Q1 | REDUCED | 29,065 | -364 | -1.2% | 0.50% | $896K | $30.18 |
| 2024 Q4 | ADDED | 29,429 | +1,630 | +5.9% | 0.49% | $886K | $29.28 |
| 2024 Q3 | ADDED | 27,799 | +859 | +3.2% | 0.54% | $900K | $31.25 |
| 2024 Q2 | ADDED | 26,940 | +114 | +0.4% | 0.53% | $825K | $29.36 |
| 2024 Q1 | REDUCED | 26,826 | -637 | -2.3% | 0.58% | $883K | $31.36 |
| 2023 Q4 | ADDED | 27,463 | +370 | +1.4% | 0.61% | $862K | $29.72 |
| 2023 Q3 | ADDED | 27,093 | +21,921 | +423.8% | 0.67% | $814K | $28.18 |
As of 2025 Q4 — sorted by position size