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 (RSPT). 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 | 153,487 | -3,954 | -2.5% | 3.18% | $7.0M | $45.51 |
| 2025 Q3 | ADDED | 157,441 | +5,637 | +3.7% | 3.32% | $7.0M | $44.54 |
| 2025 Q2 | ADDED | 151,804 | +9,153 | +6.4% | 3.23% | $6.2M | $40.71 |
| 2025 Q1 | REDUCED | 142,651 | -1,200 | -0.8% | 2.75% | $4.9M | $34.09 |
As of 2025 Q4 — sorted by position size