Yoder Wealth Management, Inc. RSPT holdings history
INVESCO S&P 500 EQUAL WEIGHT · CUSIP 46137V282 · CIK 1973967
As of 2026-06-30, Yoder Wealth Management, Inc. reported 161.66K RSPT (shares), valued at $10.43M, or 4.08% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 2.73%; reported value increased 46.39%, and weight changed +0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.08% | 161,659 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 3.25% | 157,369 | SEC filing ↗Filed Apr 22, 2026 |
| Q4 2025 | 3.18% | 153,487 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 3.32% | 157,441 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 3.23% | 151,804 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 2.75% | 142,651 | SEC filing ↗Filed Apr 22, 2025 |
| Q4 2024 | 2.97% | 143,851 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 2.97% | 131,215 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 2.96% | 124,612 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 2.82% | 122,662 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 2.87% | 124,750 | SEC filing ↗Filed Feb 2, 2024 |
| Q3 2023 | 2.96% | 127,597 | SEC filing ↗Filed Oct 18, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.96% | 127,597 | $3.59M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 18, 2023 |
| Q4 2023 | 2.87% | 124,750 | $4.07M | Shares decreased 2.23%; reported value increased 13.36%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 2, 2024 |
| Q1 2024 | 2.82% | 122,662 | $4.32M | Shares decreased 1.67%; reported value increased 6.01%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 2.96% | 124,612 | $4.57M | Shares increased 1.59%; reported value increased 5.83%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 2.97% | 131,215 | $4.95M | Shares increased 5.30%; reported value increased 8.29%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 2.97% | 143,851 | $5.38M | Shares increased 9.63%; reported value increased 8.82%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 2.75% | 142,651 | $4.88M | Shares decreased 0.83%; reported value decreased 9.37%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2025 |
| Q2 2025 | 3.23% | 151,804 | $6.19M | Shares increased 6.42%; reported value increased 26.89%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 3.32% | 157,441 | $7.02M | Shares increased 3.71%; reported value increased 13.38%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 3.18% | 153,487 | $6.99M | Shares decreased 2.51%; reported value decreased 0.48%, and weight changed -0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 3.25% | 157,369 | $7.12M | Shares increased 2.53%; reported value increased 1.97%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2026 |
| Q2 2026 | 4.08% | 161,659 | $10.43M | Shares increased 2.73%; reported value increased 46.39%, and weight changed +0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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