SEC 13F Intelligence

Bbjs Financial Advisors, LLC / RSP

Bbjs Financial Advisors, LLC’s Invesco Exchange Traded Fd T Position

Does Bbjs Financial Advisors, LLC own Invesco Exchange Traded Fd T (RSP)? Yes — 146.8K shares worth $26M (+9.38% of its 13F portfolio) as of Q3 2024, up from 137.8K shares the prior filed quarter.

Position Value
$26M
Q3 2024
Shares
146.8K
% of Portfolio
+9.38%
Quarters Held
4
currently held

Position History RSP

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $10MQ1 ’24Q2 ’24: $23MQ2 ’24Q3 ’24: $26MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024146.8K$26M+9.38%
Q2 2024137.8K$23M+8.44%
Q1 202456.8K$10M+3.43%
Q4 202315.5K$2M+0.85%

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