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.
| 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 |
| 2024 Q4 | ADDED | 59,456 | +4,714 | +8.6% | 0.96% | $1.7M | $29.08 |
| 2024 Q3 | ADDED | 54,742 | +2,764 | +5.3% | 1.06% | $1.8M | $31.93 |
| 2024 Q2 | REDUCED | 51,978 | -340 | -0.6% | 1.01% | $1.6M | $29.70 |
| 2024 Q1 | REDUCED | 52,318 | -1,734 | -3.2% | 1.09% | $1.7M | $31.38 |
| 2023 Q4 | ADDED | 54,052 | +716 | +1.3% | 1.14% | $1.6M | $29.36 |
| 2023 Q3 | ADDED | 53,336 | +48,474 | +997.0% | 1.21% | $1.5M | $26.96 |
As of 2025 Q4 — sorted by position size