SEC 13F Intelligence

Centricity Wealth Management, LLC / RSP

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

Does Centricity Wealth Management, LLC own Invesco Exchange Traded Fd T (RSP)? Yes — 10.1K shares worth $2M (+1.47% of its 13F portfolio) as of Q2 2025, up from 7.0K shares the prior filed quarter.

Position Value
$2M
Q2 2025
Shares
10.1K
% of Portfolio
+1.47%
Quarters Held
3
currently held

Position History RSP

Reported value by quarter
Q4 ’24: $786,432Q4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202510.1K$2M+1.47%
Q1 20257.0K$1M+1.10%
Q4 20244.5K$786,432+0.73%

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