SEC 13F Intelligence

Tmd Wealth Management, LLC / RSP

Tmd Wealth Management, LLC’s Invesco Exchange Traded Fd T Position

Does Tmd Wealth Management, LLC own Invesco Exchange Traded Fd T (RSP)? Yes — 37.6K shares worth $6M (+1.36% of its 13F portfolio) as of Q2 2024, up from 30.5K shares the prior filed quarter.

Position Value
$6M
Q2 2024
Shares
37.6K
% of Portfolio
+1.36%
Quarters Held
7
currently held

Position History RSP

Reported value by quarter
Q4 ’22: $967,921Q4 ’22Q1 ’23: $1MQ1 ’23Q2 ’23: $15MQ2 ’23Q3 ’23: $11MQ3 ’23Q4 ’23: $11MQ4 ’23Q1 ’24: $5MQ1 ’24Q2 ’24: $6MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202437.6K$6M+1.36%
Q1 202430.5K$5M+1.20%
Q4 202372.1K$11M+2.96%
Q3 202375.7K$11M+3.06%
Q2 2023102.8K$15M+4.01%
Q1 202310.3K$1M+0.42%
Q4 20226.9K$967,921+0.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tmd Wealth Management, LLC’s full portfolio or all institutional holders of RSP.