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 |
| 2024 Q4 | ADDED | 143,851 | +12,636 | +9.6% | 2.97% | $5.4M | $37.26 |
| 2024 Q3 | ADDED | 131,215 | +6,603 | +5.3% | 2.97% | $4.9M | $37.50 |
| 2024 Q2 | ADDED | 124,612 | +1,950 | +1.6% | 2.96% | $4.6M | $36.42 |
| 2024 Q1 | REDUCED | 122,662 | -2,088 | -1.7% | 2.82% | $4.3M | $34.92 |
| 2023 Q4 | REDUCED | 124,750 | -2,847 | -2.2% | 2.87% | $4.1M | $32.35 |
| 2023 Q3 | ADDED | 127,597 | +115,080 | +919.4% | 2.96% | $3.6M | $27.86 |
As of 2025 Q4 — sorted by position size