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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
MORGAN STANLEYin group MORGAN STANLEY1,266,557$52.3M<0.01%+45,79113F-HR/ATimelineGroup
LPL Financial LLC1,094,473$45.2M0.02%+5,33613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/975,456$40.2M<0.01%+29,85113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN781,345$32.2M0.01%-14,49213F-HRTimelineGroup
Marquette Asset Management, LLC741,050$30.6M4.99%-7,22513F-HRTimeline
Financial Security Advisor, Inc.723,281$29.8M7.58%-19,35613F-HRTimeline
HighTower Advisors, LLC683,614$28.2M0.04%+7,63713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC629,101$26M0.01%13F-HR/ATimelineGroup
New England Private Wealth Advisors LLC594,804$24.5M3.89%-2,01313F-HRTimeline
One Capital Management, LLC513,286$21.2M0.7%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC458,958$18.9M0.03%+3,45113F-HRTimeline
UBS Group AGin group UBS Group AG429,987$17.7M<0.01%+63,42713F-HRTimelineGroup
Creative Planningin group Creative Planning354,849$14.6M0.01%-6,16113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA328,399$13.6M<0.01%-11,99913F-HRTimelineGroup
CUTLER INVESTMENT COUNSEL LLC295,082$12.2M1.51%-63,02713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS262,299$10.8M0.01%+18713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.221,576$9.14M0.02%+41,34013F-HR/ATimelineGroup
Arkadios Wealth Advisors216,090$8.92M0.49%-319,09313F-HRTimeline
Auxano Advisors, LLC187,847$7.75M1.95%-1013F-HRTimeline
Plan Group Financial, LLC183,332$7.56M4%+4,14913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC179,254$7.4M0.16%-25,26113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS162,381$6.7M0.02%-3,94913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO161,069$6.65M<0.01%+35,37313F-HRTimelineGroup
Cambridge Investment Research Advisors,…160,305$6.61M0.02%+26,84913F-HRTimeline
Twelve Points Wealth Management LLC156,622$6.46M1.86%+3,97413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.150,013$6.19M0.04%+47613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…138,580$5.72M0.01%+129,09913F-HR/ATimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.111,961$4.62M0.07%new13F-HRTimelineGroup
Wolff Financial Management LLC111,269$4.59M1.27%-1,55113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.101,925$4.27M0.01%+5,22013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC95,533$3.94M<0.01%+13,32713F-HRTimelineGroup
EWG Elevate Inc.92,806$3.83M1.17%new13F-HRTimeline
Wealth Group Ltd83,171$3.43M0.99%-1,98013F-HRTimeline
Shakespeare Wealth Management, LLC80,279$3.31M0.89%-1,44613F-HRTimeline
Commonwealth Financial Services, LLC79,433$3.28M0.64%+19,51513F-HRTimeline
NewEdge Wealth, LLC78,920$3.26M0.06%-3,09513F-HRTimeline
IFP Advisors, Inc77,718$3.21M0.11%+61,10213F-HRTimeline
Chicago Partners Investment Group LLC69,113$2.9M0.1%+5413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP69,225$2.86M<0.01%+17,51013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding63,764$2.63M+1,270Timeline
Beacon Bridge Wealth Partners, LLC61,588$2.54M1.08%+3,49813F-HRTimeline
Delos Wealth Advisors, LLC53,186$2.19M1.75%+3,35413F-HRTimeline
Private Advisor Group, LLC52,478$2.17M0.01%+1,08913F-HRTimeline
VICTORY FINANCIAL GROUP, LLC50,924$2.1M0.55%13F-HRTimeline
XML Financial, LLC48,229$1.99M0.18%-13,00513F-HRTimeline
Atria Wealth Solutions, Inc.47,493$1.96M0.02%-1,29713F-HRTimeline
FORTE CAPITAL LLC /ADV46,023$1.9M0.21%-1,62513F-HRTimeline
Kingsview Wealth Management, LLC44,842$1.85M0.04%-87813F-HRTimeline
Independent Advisor Alliance44,820$1.85M0.02%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC44,612$1.84M0.1%-43013F-HRTimeline
Investors Research Corp43,969$1.81M0.4%-26013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC43,963$1.81M0.67%-55913F-HRTimeline
NewEdge Advisors, LLC42,761$1.76M0.01%+5613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,065$1.69M<0.01%-5,52713F-HRTimelineGroup
Snowden Capital Advisors LLC38,900$1.61M0.05%-35013F-HRTimeline
Pure Financial Advisors, LLC37,115$1.53M0.03%013F-HRTimeline
CWM, LLCin group CWM, LLC36,938$1.52M0.01%-3,27813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,856$1.48M<0.01%+5,24913F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth35,120$1.45M<0.01%+5,55113F-HR/ATimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC33,980$1.4M0.03%013F-HRTimeline
PFG Advisors33,696$1.39M0.09%+413F-HRTimeline
Focus Financial Network, Inc.33,409$1.38M0.05%+1313F-HRTimeline
Berger Financial Group, Inc33,312$1.37M0.09%+3713F-HRTimeline
FMR LLCin group FMR LLC33,008$1.36M<0.01%+66513F-HRTimelineGroup
Nvest Financial, LLC32,117$1.33M0.67%-23,23813F-HRTimeline
SPC Financial, Inc.31,610$1.3M0.11%-90013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP31,477$1.3M<0.01%-2,44513F-HRTimelineGroup
FIDUCIENT ADVISORS LLC30,985$1.28M0.16%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC30,400$1.25M<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,895$1.19M<0.01%+30813F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.28,815$1.19M0.08%+20213F-HRTimelineGroup
Cornerstone Wealth Management, LLC26,810$1.11M0.07%-1,00613F-HRTimeline
Sanctuary Advisors, LLC24,805$1.1M0.01%-38713F-HRTimeline
MML INVESTORS SERVICES, LLC26,562$1.1M<0.01%+39113F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…26,340$1.09M0.46%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,097$1.08M<0.01%+12,68013F-HRTimeline
Cetera Investment Advisers26,084$1.08M<0.01%+2,38213F-HRTimeline
PAX Financial Group, LLC25,349$1.05M0.19%new13F-HRTimeline
CoreCap Advisors, LLC25,158$1.04M0.05%+24,94313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\24,834$1.02M<0.01%+35413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.24,756$1.02M0.03%+213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,924$987K<0.01%+3,50213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,746$980K<0.01%-61513F-HRTimelineGroup
Pacific Center for Financial Services23,745$980K0.25%-12713F-HRTimeline
Vertex Planning Partners, LLC23,648$976K0.22%-10513F-HRTimeline
Bridgewater Advisors Inc.22,000$927K0.1%013F-HRTimeline
American Trust22,221$917K0.07%new13F-HRTimeline
Qube Research & Technologies Ltd21,747$897K<0.01%+18,69413F-HRTimeline
J.W. COLE ADVISORS, INC.21,640$893K0.04%+9,56713F-HRTimeline
OneDigital Investment Advisors LLC21,574$890K0.01%013F-HRTimeline
Mutual Advisors, LLC19,996$863K0.02%-55413F-HRTimeline
Detalus Advisors, LLC20,812$859K0.28%+113F-HRTimeline
May Hill Capital, LLC20,801$858K0.33%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,500$846K<0.01%-63,88713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,156$832K0.01%-11213F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding19,874$820K-281Timeline
Merit Financial Group, LLC19,768$816K0.01%+2,18113F-HRTimeline
MAI Capital Management19,680$812K0.01%+59313F-HRTimeline
Matrix Trust Co19,601$809K0.14%+16,61913F-HRTimeline
Rodgers & Associates, LTD19,579$808K0.1%-1,48513F-HRTimeline
Blue Capital, Inc.19,524$806K0.57%13F-HRTimeline
Affinity Capital Advisors, LLC18,101$756K0.14%-1,72313F-HRTimeline
Western Wealth Management, LLC17,954$741K0.05%-1,74713F-HR/ATimeline
SkyView Investment Advisors, LLC17,639$728K0.12%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…17,256$712K0.01%013F-HRTimelineGroup
Advisory Services Network, LLC17,142$707K0.01%-4,58713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,937$699K<0.01%-59,41913F-HRTimelineGroup
Accurate Wealth Management, LLC16,460$685K0.13%013F-HRTimeline
Gladstone Institutional Advisory LLC16,490$680K0.03%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,900$656K0.01%-1513F-HRTimelineGroup
WILLNER & HELLER, LLC15,764$650K0.57%-7713F-HRTimeline
B. Riley Wealth Advisors, Inc.15,444$637K0.02%-1,87313F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT15,376$634K0.29%-49713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…14,654$605K0.02%+213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC14,317$591K<0.01%+43213F-HRTimelineGroup
GREENLEAF TRUST13,878$573K0.01%-2,28213F-HRTimeline
MGO ONE SEVEN LLC13,232$546K0.02%new13F-HRTimeline
Shepherd Financial Partners LLC13,167$543K0.06%+1813F-HRTimeline
Strategic Blueprint, LLC13,089$540K0.03%013F-HRTimeline
SAGE RHINO CAPITAL LLC13,045$538K0.12%013F-HRTimeline
Steward Partners Investment Advisory, L…12,926$533K<0.01%-113F-HRTimeline
Wambolt & Associates, LLC12,575$519K0.17%-7013F-HRTimeline
MJP ASSOCIATES INC /ADV12,171$502K0.09%+1513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC12,171$502K0.06%+1513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,135$501K0.01%-3,26713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL11,918$492K<0.01%+2,67313F-HRTimeline
CONDOR CAPITAL MANAGEMENT11,840$489K0.04%-23913F-HRTimeline
Clearwater Capital Advisors, LLC11,794$487K0.05%-1,99613F-HRTimeline
COMERICA BANK11,667$481K<0.01%-3,73013F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…11,202$463K0.01%013F-HRTimelineGroup
GTS SECURITIES LLC10,773$445K0.02%-73,95013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,575$436K<0.01%013F-HRTimelineGroup
Meridian Wealth Advisors, LLC10,355$427K0.07%013F-HRTimeline
WCG Wealth Advisors LLC10,182$420K0.03%013F-HRTimeline
Bawa N Mallick Trust10,000$413K0.18%13F-HRTimeline
Keystone Wealth Services, LLC9,975$412K0.11%013F-HRTimeline
Belpointe Asset Management LLC10,863$410K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC9,750$402K0.03%013F-HRTimeline
Valley Brook Capital Group, Inc.9,588$396K0.3%-1513F-HRTimeline
SOL Capital Management CO9,380$387K0.04%013F-HRTimeline
BRIGHTON JONES LLC9,378$387K0.01%+913F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,355$386K0.01%-33013F-HRTimelineGroup
HB Wealth Management, LLC9,341$385K<0.01%013F-HRTimeline
SlateStone Wealth, LLC8,987$371K0.04%+12213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,280$342K<0.01%013F-HRTimelineGroup
Kera Capital Partners, Inc.8,145$336K0.1%13F-HRTimeline
BALANCED WEALTH GROUP LLC7,500$328K0.15%-23913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,828$323K0.01%+1,05113F-HRTimelineGroup
RTD Financial Advisors, Inc.7,769$321K0.04%013F-HRTimeline
McAdam, LLC7,628$315K0.02%013F-HRTimeline
RIA Advisory Group LLC7,571$312K0.11%+1013F-HRTimeline
Aries Wealth Management7,540$311K0.09%013F-HRTimeline
Well Done, LLC7,747$304K0.06%013F-HRTimeline
Diligent Investors, LLC7,353$303K0.07%+313F-HRTimeline
Wade Financial Advisory, Inc7,189$297K0.1%013F-HRTimeline
GHP Investment Advisors, Inc.7,185$296K0.01%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,040$290K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.6,892$284K0.13%+3,87813F-HRTimeline
Wick Capital Partners, LLC6,840$282K0.08%new13F-HR/ATimeline
Allworth Financial LP6,335$281K<0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,788$280K<0.01%+913F-HRTimelineGroup
Pacific Sun Financial Corp6,725$277K0.15%-35013F-HRTimeline
Integrated Wealth Concepts LLC6,699$276K<0.01%+513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,688$276K<0.01%-49113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,677$275K<0.01%-66413F-HRTimelineGroup
CHARTER RESEARCH & INVESTMENT GROUP, IN…6,600$272K0.21%013F-HRTimeline
Gateway Wealth Partners, LLC6,437$266K0.07%-3613F-HRTimeline
EARNED WEALTH ADVISORS, LLC6,397$264K0.08%+813F-HRTimeline
Sigma Planning Corp6,214$256K0.01%-10913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,910$244K<0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC5,850$241K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,775$238K<0.01%+4,20713F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department5,565$230K0.08%13F-HRTimelineGroup
Verum Partners LLC5,430$224K0.06%-98513F-HRTimeline
CHILTON INVESTMENT CO INC.5,387$222K0.01%new13F-HRTimeline
BURNEY CO/5,315$219K0.01%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH5,280$218K0.04%013F-HRTimeline
EP Wealth Advisors, LLC5,276$218K<0.01%+74113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,095$210K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC5,090$210K0.01%new13F-HRTimeline
Leisure Capital Management5,000$206K0.08%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC4,955$204K0.01%new13F-HRTimeline
Accredited Investors Inc.4,870$201K0.01%-28013F-HRTimeline
Geneos Wealth Management Inc.4,720$195K0.01%013F-HRTimeline
Hoese & Co LLP4,310$178K0.15%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,988$165K0.01%-11813F-HRTimelineGroup
Parallel Advisors, LLC3,920$162K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC3,625$150K0.02%013F-HRTimeline
BOK Financial Private Wealth, Inc.2,985$123K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,905$120K<0.01%013F-HRTimeline
PSI Advisors, LLC2,840$117K0.03%013F-HRTimeline
TSFG, LLC2,740$113K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,502$103K0.01%013F-HRTimeline
Bogart Wealth, LLC2,361$97.4K<0.01%+313F-HRTimeline
Wagner Wealth Management, LLC2,359$97.3K0.03%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,255$93K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC2,177$89.8K0.01%-45913F-HRTimeline
MONTAG A & ASSOCIATES INC2,057$84.9K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,772$73.1K<0.01%-11913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,625$72K<0.01%013F-HRTimeline