SEC 13F Intelligence

Lm Advisors LLC / RSP

Lm Advisors LLC’s Invesco Exchange Traded Fd T Position

Does Lm Advisors LLC own Invesco Exchange Traded Fd T (RSP)? Yes — 12.4K shares worth $64,475 (+1.02% of its 13F portfolio) as of Q1 2026, up from 11.5K shares the prior filed quarter.

Position Value
$64,475
Q1 2026
Shares
12.4K
% of Portfolio
+1.02%
Quarters Held
10
currently held

Position History RSP

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $5MQ2 ’24: $6MQ2 ’24Q3 ’24: $7MQ4 ’24: $9MQ4 ’24Q1 ’25: $10MQ2 ’25: $10MQ2 ’25Q3 ’25: $11MQ4 ’25: $60,240Q4 ’25Q1 ’26: $64,475filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.4K$64,475+1.02%
Q4 202511.5K$60,240+1.08%
Q3 202557.9K$11M+1.58%
Q2 202556.3K$10M+1.32%
Q1 202560.2K$10M+1.88%
Q4 202451.3K$9M+1.61%
Q3 202440.8K$7M+1.42%
Q2 202437.0K$6M+0.01%
Q1 202433.3K$5M+0.85%
Q4 202321.3K$3M+0.68%

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