RSPF — 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 (RSPF). 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
1.73% (2023 Q4)
Avg. % of fund
1.63%
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 43,252 -506 -1.2% 1.55% $3.4M $78.49
2025 Q3 ADDED 43,758 +1,582 +3.8% 1.61% $3.4M $77.50
2025 Q2 ADDED 42,176 +2,521 +6.4% 1.67% $3.2M $75.54
2025 Q1 REDUCED 39,655 -588 -1.5% 1.62% $2.9M $71.70
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    RSPF price (monthly, adj. close)

Other funds also holding RSPF

As of 2025 Q4 — sorted by position size

Joseph P. Lucia & Associates, LLC 3Y 2.25% Joseph Group Capital Management 3Y 2.18% Davis Investment Partners, LLC 3Y 1.82% Walker Asset Management, LLC 3Y 0.86% PACIFIC SUN FINANCIAL CORP 3Y 7Y 0.46% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 0.41% Allen Capital Group, LLC 3Y 7Y 0.37% Friedenthal Financial 3Y 7Y 0.31% SYKON CAPITAL LLC 0.28% DUMONT & BLAKE INVESTMENT ADVISORS LLC 3Y 7Y 0.23%
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