SEC 13F Intelligence

Stone Summit Wealth LLC / RSP

Stone Summit Wealth LLC’s Invesco Exchange Traded Fd T Position

Does Stone Summit Wealth LLC own Invesco Exchange Traded Fd T (RSP)? Yes32.1K shares worth $6M (+1.71% of its 13F portfolio) as of Q1 2026, up from 31.6K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
32.1K
% of Portfolio
+1.71%
Quarters Held
17
currently held

Position History RSP

Reported value by quarter
Q1 ’22: $368,000Q1 ’22Q2 ’22: $264,000Q3 ’22: $235,000Q4 ’22: $1MQ4 ’22Q1 ’23: $1MQ2 ’23: $1MQ3 ’23: $1MQ3 ’23Q4 ’23: $2MQ1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ1 ’25: $6MQ1 ’25Q2 ’25: $6MQ3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202632.1K$6M+1.71%
Q4 202531.6K$6M+1.64%
Q3 202531.3K$6M+1.69%
Q2 202532.2K$6M+1.81%
Q1 202532.6K$6M+1.91%
Q4 202431.3K$5M+1.84%
Q3 202427.7K$5M+1.60%
Q2 202425.5K$4M+1.50%
Q1 202422.2K$4M+1.31%
Q4 202315.3K$2M+0.93%
Q3 20239.3K$1M+0.56%
Q2 20239.5K$1M+0.59%
Q1 20238.5K$1M+0.55%
Q4 20228.4K$1M+0.58%
Q3 20221.8K$235,000+0.14%
Q2 20222.0K$264,000+0.16%
Q1 20222.3K$368,000+0.21%

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