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Disclosery

RPG INVESCO EXCHANGE TRADED FD T

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S&P500 PUR GWT (fund)

272 managers (273 13F filers) reported a position in RPG shares at 2025-12-31, 15,856,129 shares in all. 22 filers opened a position and 21 filers sold out during the quarter.

Managers
272
13F filers
273
New
22
Added
52
Reduced
104
Sold out
21
Shares held by filers
15,856,129

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,520$211K<0.01%new13F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC4,442$207K0.02%new13F-HRTimeline
Purus Wealth Management, LLC4,410$206K0.06%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,368$204K<0.01%new13F-HRTimelineGroup
Hoese & Co LLP4,310$201K0.14%013F-HRTimeline
LANARK FINANCIAL, INC.4,276$200K0.01%-9813F-HRTimeline
Geneos Wealth Management Inc.4,245$198K<0.01%013F-HRTimeline
Parallel Advisors, LLC3,920$183K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,587$167K<0.01%-7,26313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,401$159K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,027$141K0.02%+42713F-HRTimeline
BOK Financial Private Wealth, Inc.2,985$139K0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,775$130K<0.01%-6,94513F-HRTimeline
TSFG, LLC2,740$128K0.02%013F-HRTimeline
Sound Income Strategies, LLC2,452$120K0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,502$117K0.01%013F-HRTimeline
Bogart Wealth, LLC2,367$110K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC2,324$108K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,255$105K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,126$99.2K<0.01%-8913F-HRTimelineGroup
MONTAG A & ASSOCIATES INC2,057$96K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV1,396$65.2K0.02%013F-HRTimeline
Global Retirement Partners, LLC1,200$56K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,185$55.3K0.02%013F-HRTimeline
Cordgrass Capital Advisors, LLC1,168$54.5K0.01%-16313F-HRTimeline
First Command Advisory Services, Inc.1,158$54K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,100$51K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SouthState Bank Corpin group SouthState Bank Corp1,025$47.8K<0.01%013F-HRTimelineGroup
Aventura Private Wealth, LLC1,000$46.7K0.02%013F-HRTimeline
Salomon & Ludwin, LLC939$44.8K<0.01%013F-HRTimeline
NWK Group, Inc.900$42K0.01%013F-HRTimeline
Atlantic Private Wealth, LLC888$41.5K0.03%013F-HRTimeline
SIGNATUREFD, LLC853$39.8K<0.01%+113F-HRTimeline
Arax Advisory Partners828$38.6K<0.01%new13F-HRTimeline
Avion Wealth821$38K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.795$37.1K<0.01%013F-HRTimeline
AE Wealth Management LLC790$36.9K<0.01%-2,54613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.750$35K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…626$29.2K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC603$28.1K<0.01%-10313F-HRTimeline
Blue Trust, Inc.582$27.2K<0.01%013F-HRTimeline
Gleason Group, Inc.571$26.6K<0.01%013F-HRTimeline
Estate Planners Group, LLC526$24.5K0.01%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …511$23.9K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.505$23.6K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.485$22.6K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.461$21.5K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC440$20.5K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…400$18.7K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/400$18.7K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC388$18.1K<0.01%013F-HRTimeline
GS Investments, Inc.350$16.3K0.01%013F-HRTimeline
Operose Advisors LLC325$15.2K<0.01%new13F-HRTimeline
Hilton Head Capital Partners, LLC300$14K0.01%13F-HRTimeline
Morse Asset Management, Inc284$13.3K<0.01%013F-HRTimeline
MGB Wealth Management, LLC275$12.8K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.250$11.7K<0.01%013F-HRTimeline
CoreCap Advisors, LLC215$10K<0.01%-9613F-HRTimeline
Key Financial Inc175$8.17K<0.01%013F-HRTimeline
Abound Wealth Management166$7.75K<0.01%013F-HRTimeline
SageView Advisory Group, LLC155$7.24K<0.01%new13F-HRTimeline
Archer Investment Corp119$5.55K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC118$5.51K<0.01%-39613F-HRTimeline
WealthShield Partners, LLC115$5.37K<0.01%013F-HRTimeline
Scarborough Advisors, LLC115$5.37K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC100$4.72K<0.01%new13F-HRTimeline
Asset Dedication, LLC65$3.03K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC26$1.21K<0.01%-4613F-HRTimeline
Robinswood Financial LLC9$420<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC5$236<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.2$93<0.01%013F-HRTimeline
Dunhill Financial, LLC1$47<0.01%013F-HRTimeline