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.
| 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 |
| 2024 Q4 | REDUCED | 9,185 | -140 | -1.5% | 0.17% | $299K | $31.88 |
| 2024 Q3 | UNCHANGED | 9,325 | — | 0% | 0.21% | $348K | $36.38 |
| 2024 Q2 | UNCHANGED | 9,325 | — | 0% | 0.21% | $322K | $33.42 |
| 2024 Q1 | REDUCED | 9,325 | -679 | -6.8% | 0.22% | $339K | $35.04 |
| 2023 Q4 | UNCHANGED | 10,004 | — | 0% | 0.24% | $337K | $32.30 |
| 2023 Q3 | ADDED | 10,004 | +8,139 | +436.4% | 0.26% | $310K | $29.62 |
As of 2025 Q4 — sorted by position size