Yoder Wealth Management, Inc. RSPS INVESCO EXCHANGE TRADED FD T

Ownership history in Yoder Wealth Management, Inc.  ·  13 quarters on record

AI Ownership Summary

Yoder Wealth Management, Inc. reported INVESCO EXCHANGE TRADED FD T (RSPS) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.61% in 2023 Q4. The latest visible filing shows RSPS at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RSPS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Yoder Wealth Management, Inc.'s position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RSPS was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Yoder Wealth Management, Inc. held RSPS — position size vs. price
% of Fund (quarterly)    RSPS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 32,886 +395 +1.2% 0.44% $970K 2026-04-22 $29.36
2025 Q4 ADDED 32,491 +862 +2.7% 0.43% $943K 2026-01-22 $30.39
2025 Q3 ADDED 31,629 +838 +2.7% 0.44% $924K 2025-10-22 $29.38
2025 Q2 ADDED 30,791 +1,726 +5.9% 0.48% $923K 2025-07-22 $30.07
2025 Q1 REDUCED 29,065 -364 -1.2% 0.50% $896K 2025-04-22 $29.86
2024 Q4 ADDED 29,429 +1,630 +5.9% 0.49% $886K 2025-01-24 $28.50
2024 Q3 ADDED 27,799 +859 +3.2% 0.54% $900K 2024-10-23 $30.42
2024 Q2 ADDED 26,940 +114 +0.4% 0.53% $825K 2024-07-23 $29.39
2024 Q1 REDUCED 26,826 -637 -2.3% 0.58% $883K 2024-04-19 $30.14
2023 Q4 ADDED 27,463 +370 +1.4% 0.61% $862K 2024-02-02 $29.71
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Yoder Wealth Management, Inc. and RSPS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Yoder Wealth Management, Inc. reported owning RSPS?

Yoder Wealth Management, Inc. reported RSPS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RSPS position in Yoder Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for RSPS was 0.61% in 2023 Q4.

What is the latest reported RSPS position on this page?

The most recent filing on this page is 2026 Q1, when Yoder Wealth Management, Inc. reported 32,886 shares, equal to 0.44% of portfolio, with an estimated market value of $970K.

What does the chart on this RSPS ownership page compare?

The chart compares Yoder Wealth Management, Inc.'s quarterly RSPS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Yoder Wealth Management, Inc. time their RSPS position?

Based on 13F filing dates vs. subsequent RSPS price moves, Yoder Wealth Management, Inc. correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on RSPS relative to SPY over the holding period was -19.2%.

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