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Disclosery

RPG INVESCO EXCHANGE TRADED FD T

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S&P500 PUR GWT (fund)

256 managers (256 13F filers) reported a position in RPG shares at 2024-12-31, 15,967,412 shares in all. 20 filers opened a position and 19 filers sold out during the quarter.

Managers
256
13F filers
256
New
20
Added
70
Reduced
72
Sold out
19
Shares held by filers
15,967,412

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,583$65.3K<0.01%+213F-HRTimelineGroup
Talon Private Wealth, LLC1,560$64.4K0.01%013F-HR/ATimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,393$57.5K0.02%+213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,362$56.2K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,350$55.7K<0.01%013F-HRTimelineGroup
Cordgrass Capital Advisors, LLC1,331$54.9K0.02%013F-HRTimeline
Creekmur Asset Management LLC1,320$54.5K0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.1,250$51.6K0.01%-10613F-HRTimeline
Pinnacle Bancorp, Inc.1,185$48.9K0.02%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,150$47.4K<0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC1,145$47.2K0.02%013F-HRTimeline
Aventura Private Wealth, LLC1,000$41.3K0.02%13F-HRTimeline
Financial Life Planners936$38.6K0.03%13F-HRTimeline
Avion Wealth930$38K0.01%-90013F-HRTimeline
AE Wealth Management LLC911$37.6K<0.01%new13F-HRTimeline
NWK Group, Inc.900$37.1K0.01%013F-HRTimeline
SIGNATUREFD, LLC852$35.2K<0.01%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.725$32.4K0.02%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC750$30.9K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.750$30.9K<0.01%013F-HRTimelineGroup
Fort Vancouver Investment Management, L…733$30.2K0.03%013F-HRTimeline
MATHER GROUP, LLC.715$29.5K<0.01%-1613F-HRTimeline
Stephens Consulting, LLC690$28.5K0.01%013F-HRTimeline
Gleason Group, Inc.569$23.5K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…550$22.7K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.505$20.8K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.485$20.1K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC465$19.2K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.461$19K0.01%013F-HRTimeline
Founders Financial Alliance, LLC455$18.8K0.01%013F-HRTimeline
Arax Advisory Partners447$18.4K<0.01%+113F-HRTimeline
Core Alternative Capital440$18.2K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC434$17.9K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.418$17.3K0.01%+113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.406$16.7K<0.01%new13F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…400$16.5K<0.01%new13F-HRTimelineGroup
GS Investments, Inc.350$14.4K0.01%013F-HRTimeline
Morse Asset Management, Inc284$11.7K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.272$11.2K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.250$10.3K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC228$9.41K<0.01%+113F-HRTimeline
Running Point Capital Advisors, LLC178$7.34K<0.01%-4313F-HRTimeline
Key Financial Inc175$7.22K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC150$6.19K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC130$4.87K<0.01%013F-HRTimeline
WealthShield Partners, LLC115$4.75K<0.01%013F-HRTimeline
Archer Investment Corp84$3.47K<0.01%+5613F-HRTimeline
Bristlecone Advisors, LLC75$3.1K<0.01%013F-HRTimeline
Asset Dedication, LLC65$2.68K<0.01%013F-HRTimeline
Beacon Capital Management, LLC40$1.65K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV24$990<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.20$890<0.01%013F-HRTimeline
Robinswood Financial LLC9$371<0.01%-213F-HRTimeline
LANARK FINANCIAL, INC.4$1940.02%-4,85813F-HRTimeline
Quest 10 Wealth Builders, Inc.4$165<0.01%13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3$118<0.01%new13F-HRTimelineGroup