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Disclosery

RPG INVESCO EXCHANGE TRADED FD T

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S&P500 PUR GWT (fund)

257 managers (257 13F filers) reported a position in RPG shares at 2025-03-31, 18,589,844 shares in all. 29 filers opened a position and 28 filers sold out during the quarter.

Managers
257
13F filers
257
New
29
Added
77
Reduced
76
Sold out
28
Shares held by filers
18,589,844

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY1,354,723$51.8M<0.01%+88,16613F-HRTimelineGroup
LPL Financial LLC1,316,683$50.4M0.02%+222,21013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,202,918$46M0.01%+421,57313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,011,467$38.7M<0.01%+36,01113F-HRTimelineGroup
AdvisorShares Investments LLC975,728$37.7M7.37%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC772,926$29.6M0.01%+143,82513F-HRTimelineGroup
Marquette Asset Management, LLC724,616$27.7M4.88%-16,43413F-HRTimeline
Financial Security Advisor, Inc.714,178$27.3M6.93%-9,10313F-HRTimeline
HighTower Advisors, LLC671,497$25.7M0.03%-12,11713F-HRTimeline
New England Private Wealth Advisors LLC594,063$22.7M3.51%-74113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS522,100$20M0.02%+259,80113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC496,305$19M0.03%+37,34713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.475,779$18.2M0.04%+254,20313F-HRTimelineGroup
UBS Group AGin group UBS Group AG417,371$16M<0.01%-12,61613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA356,395$13.6M<0.01%+27,99613F-HR/ATimelineGroup
Creative Planningin group Creative Planning340,535$13M0.01%-14,31413F-HRTimelineGroup
Janney Montgomery Scott LLC263,838$10.1M0.03%new13F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC257,599$9.85M1.18%-37,48313F-HRTimeline
Arkadios Wealth Advisors223,991$8.57M0.32%+7,90113F-HRTimeline
Plan Group Financial, LLC223,510$8.55M3.05%+40,17813F-HRTimeline
Private Advisor Group, LLC221,977$8.49M0.05%+169,49913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO212,014$8.11M<0.01%+50,94513F-HRTimelineGroup
Auxano Advisors, LLC185,843$7.11M1.88%-2,00413F-HRTimeline
Cambridge Investment Research Advisors,…180,818$6.92M0.02%+20,51313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC179,254$6.86M0.15%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS177,520$6.79M0.02%+15,13913F-HRTimeline
Twelve Points Wealth Management LLC160,362$6.13M1.66%+3,74013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.148,708$5.69M0.03%-1,30513F-HRTimeline
Commonwealth Financial Services, LLC137,114$5.24M1.07%+57,68113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…133,763$5.12M0.01%-4,81713F-HRTimeline
Wolff Financial Management LLC110,548$4.23M1.17%-72113F-HRTimeline
Sanctuary Advisors, LLC103,412$3.96M0.03%+78,60713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC97,191$3.72M<0.01%+1,65813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.101,925$3.45M0.01%013F-HRTimelineGroup
Wealth Group Ltd82,442$3.15M0.92%-72913F-HRTimeline
NewEdge Wealth, LLC77,833$2.98M0.05%-1,08713F-HRTimeline
Chicago Partners Investment Group LLC67,895$2.75M0.09%-1,21813F-HRTimeline
Shakespeare Wealth Management, LLC71,509$2.74M0.73%-8,77013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP64,540$2.47M<0.01%-4,68513F-HRTimelineGroup
Beacon Bridge Wealth Partners, LLC62,463$2.39M1.02%+87513F-HRTimeline
IFP Advisors, Inc62,326$2.38M0.07%-15,39213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,480$2.35M<0.01%+20,41513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC57,319$2.19M0.01%-6,44513F-HRTimelineGroup
Qube Research & Technologies Ltd55,619$2.13M<0.01%+33,87213F-HRTimeline
Delos Wealth Advisors, LLC53,055$2.03M1.61%-13113F-HRTimeline
Prospera Financial Services Inc50,216$1.92M0.04%new13F-HRTimeline
XML Financial, LLC49,887$1.91M0.18%+1,65813F-HRTimeline
NewEdge Advisors, LLC49,711$1.9M0.01%+6,95013F-HRTimeline
PFG Advisors47,876$1.83M0.1%+14,18013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC47,637$1.82M0.35%-3,28713F-HRTimeline
GTS SECURITIES LLC46,853$1.79M0.08%+36,08013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC45,058$1.72M0.09%+44613F-HRTimeline
Atria Wealth Solutions, Inc.44,861$1.72M0.02%-2,63213F-HRTimeline
FORTE CAPITAL LLC /ADV44,593$1.71M0.2%-1,43013F-HRTimeline
Kingsview Wealth Management, LLC43,754$1.67M0.03%-1,08813F-HRTimeline
Investors Research Corp43,664$1.67M0.36%-30513F-HRTimeline
RESTON WEALTH MANAGEMENT LLC43,462$1.66M0.67%-50113F-HRTimeline
B. Riley Wealth Advisors, Inc.41,812$1.6M0.05%+26,36813F-HRTimeline
PAX Financial Group, LLC41,135$1.57M0.28%+15,78613F-HRTimeline
FMR LLCin group FMR LLC39,182$1.5M<0.01%+6,17413F-HRTimelineGroup
Snowden Capital Advisors LLC39,169$1.5M0.05%+26913F-HRTimeline
Pure Financial Advisors, LLC37,115$1.42M0.03%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC35,800$1.37M<0.01%+5,40013F-HRTimeline
IBEX WEALTH ADVISORS35,651$1.36M0.18%new13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC33,980$1.3M0.02%013F-HRTimeline
SPC Financial, Inc.33,795$1.29M0.11%+2,18513F-HRTimeline
Focus Financial Network, Inc.33,393$1.28M0.05%-1613F-HRTimeline
Trinity Wealth Management, LLC32,751$1.25M0.57%new13F-HRTimeline
Berger Financial Group, Inc32,565$1.25M0.09%-74713F-HRTimeline
Nvest Financial, LLC31,754$1.21M0.65%-36313F-HRTimeline
Sigma Planning Corp31,618$1.21M0.04%+25,40413F-HRTimeline
FIDUCIENT ADVISORS LLC30,985$1.19M0.15%013F-HRTimeline
HRT FINANCIAL LP30,897$1.18M0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC30,726$1.18M<0.01%-6,21213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP30,624$1.17M<0.01%-85313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP29,772$1.14M<0.01%+6,02613F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.29,049$1.11M0.08%+23413F-HRTimelineGroup
Gladstone Institutional Advisory LLC29,021$1.11M0.05%+12,53113F-HRTimeline
CFS Investment Advisory Services, LLC28,899$1.1M0.1%new13F-HRTimeline
Matrix Trust Co28,336$1.08M0.18%+8,73513F-HRTimeline
MML INVESTORS SERVICES, LLC27,844$1.06M<0.01%+1,28213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,076$1.04M<0.01%-1,81913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.26,911$1.03M<0.01%+21,00113F-HRTimelineGroup
Siligmueller & Norvid Wealth Advisors L…26,343$1.01M0.43%+313F-HRTimeline
BEACON FINANCIAL GROUP25,757$985K0.11%new13F-HRTimeline
Cornerstone Wealth Management, LLC25,393$971K0.07%-1,41713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV25,422$971K<0.01%-67513F-HRTimeline
HARBOUR INVESTMENTS, INC.24,757$947K0.03%+113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\24,590$941K<0.01%-24413F-HRTimelineGroup
Private Advisory Group LLC24,536$939K0.11%new13F-HRTimeline
Pacific Center for Financial Services23,753$909K0.24%+813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,742$908K<0.01%-18213F-HRTimelineGroup
Vertex Planning Partners, LLC23,694$906K0.2%+4613F-HRTimeline
Cetera Investment Advisers22,738$870K<0.01%-3,34613F-HRTimeline
Bridgewater Advisors Inc.22,000$865K0.07%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth21,900$838K<0.01%-13,22013F-HR/ATimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd21,501$822K0.02%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC21,368$817K0.01%-20613F-HRTimeline
Detalus Advisors, LLC20,807$796K0.25%-513F-HRTimeline
May Hill Capital, LLC20,801$796K0.3%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,541$786K<0.01%+4113F-HR/ATimelineGroup
Perigon Wealth Management, LLC19,892$761K0.02%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…19,877$760K0.02%+313F-HRTimelineGroup
Merit Financial Group, LLC19,782$757K0.01%+1413F-HRTimeline
MAI Capital Management19,693$753K0.01%+1313F-HRTimeline
Mutual Advisors, LLC18,252$709K0.02%-1,74413F-HRTimeline
Western Wealth Management, LLC17,955$687K0.05%+113F-HRTimeline
SkyView Investment Advisors, LLC17,433$667K0.1%-20613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…17,256$660K0.01%013F-HRTimelineGroup
Affinity Capital Advisors, LLC17,573$645K0.13%-52813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,851$645K0.01%-3,30513F-HRTimelineGroup
G&S Capital LLC16,511$632K0.27%new13F-HRTimeline
Strategic Blueprint, LLC16,126$617K0.03%+3,03713F-HRTimeline
Accurate Wealth Management, LLC16,460$604K0.12%013F-HRTimeline
Steward Partners Investment Advisory, L…15,771$603K0.01%+2,84513F-HRTimeline
WILLNER & HELLER, LLC15,603$597K0.55%-16113F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT15,383$588K0.25%+713F-HRTimeline
Rodgers & Associates, LTD15,325$586K0.07%-4,25413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,370$550K0.01%-1,53013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC13,933$533K<0.01%-38413F-HRTimelineGroup
GREENLEAF TRUST13,763$526K<0.01%-11513F-HRTimeline
Shepherd Financial Partners LLC13,176$504K0.06%+913F-HRTimeline
SAGE RHINO CAPITAL LLC13,045$499K0.12%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,039$499K0.01%-1,61513F-HRTimelineGroup
Cubist Systematic Strategies, LLC12,345$472K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,339$468K0.01%+3,51113F-HRTimelineGroup
MJP ASSOCIATES INC /ADV12,180$466K0.08%+913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC12,180$466K0.05%+913F-HRTimelineGroup
Wambolt & Associates, LLC11,917$460K0.16%-65813F-HRTimeline
BLAIR WILLIAM & CO/IL11,958$457K<0.01%+4013F-HRTimeline
Clearwater Capital Advisors, LLC11,794$451K0.04%013F-HRTimeline
Advisory Services Network, LLC11,726$449K0.01%-5,41613F-HRTimeline
COMERICA BANK11,583$443K<0.01%-8413F-HRTimeline
CW Advisors, LLC11,357$441K0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.11,340$434K0.01%-10,30013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,333$433K<0.01%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC10,579$405K<0.01%+413F-HRTimelineGroup
Meridian Wealth Advisors, LLC10,355$396K0.07%013F-HRTimeline
Sowell Financial Services LLC10,318$395K0.02%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,251$392K0.01%-1,88413F-HRTimelineGroup
Belpointe Asset Management LLC10,199$390K0.02%-66413F-HRTimeline
Bawa N Mallick Trust10,000$382K0.18%013F-HRTimeline
Keystone Wealth Services, LLC9,975$382K0.1%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,845$377K<0.01%new13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC9,750$373K0.03%013F-HRTimeline
SOL Capital Management CO9,380$359K0.04%013F-HRTimeline
HB Wealth Management, LLC9,341$357K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,910$355K0.01%-44513F-HRTimelineGroup
Valley Brook Capital Group, Inc.8,939$342K0.27%-64913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,679$331K<0.01%+2,90413F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,511$326K0.01%-2,69113F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT8,432$323K0.03%-3,40813F-HRTimeline
Well Done, LLC7,747$320K0.06%013F-HRTimeline
SlateStone Wealth, LLC8,287$317K0.03%-70013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,280$317K<0.01%013F-HRTimelineGroup
BRIGHTON JONES LLC8,186$313K0.01%-1,19213F-HRTimeline
Kera Capital Partners, Inc.8,145$312K0.09%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,764$297K0.01%new13F-HRTimelineGroup
McAdam, LLC7,629$292K0.02%+113F-HRTimeline
Aries Wealth Management7,540$288K0.08%013F-HRTimeline
BALANCED WEALTH GROUP LLC7,505$287K0.14%+513F-HRTimeline
Diligent Investors, LLC7,354$281K0.07%+113F-HRTimeline
RTD Financial Advisors, Inc.7,306$279K0.04%-46313F-HRTimeline
Wade Financial Advisory, Inc7,189$275K0.09%013F-HRTimeline
Modern Wealth Management, LLC7,189$275K0.01%new13F-HR/ATimeline
GHP Investment Advisors, Inc.7,186$275K0.01%+113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,081$271K<0.01%+4113F-HRTimeline
Integrated Advisors Network LLC6,909$264K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,755$258K<0.01%+7813F-HRTimelineGroup
Integrated Wealth Concepts LLC6,701$256K<0.01%+213F-HRTimeline
Pacific Sun Financial Corp6,675$255K0.15%-5013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,667$255K<0.01%-12113F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.6,582$252K0.11%-31013F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…6,520$249K0.19%-8013F-HRTimeline
Gateway Wealth Partners, LLC6,470$247K0.06%+3313F-HRTimeline
EARNED WEALTH ADVISORS, LLC6,402$245K0.05%+513F-HRTimeline
Allworth Financial LP6,335$245K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,921$226K<0.01%-76713F-HRTimelineGroup
WEDBUSH SECURITIES INC5,850$224K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,565$213K0.07%013F-HRTimelineGroup
DAVENPORT & Co LLC5,445$208K<0.01%new13F-HRTimeline
Verum Partners LLC5,434$208K0.06%+413F-HRTimeline
CHILTON INVESTMENT CO INC.5,387$206K0.01%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH5,280$202K0.04%013F-HRTimeline
Geneos Wealth Management Inc.4,720$181K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.4,706$180K0.02%+4,70213F-HRTimeline
EP Wealth Advisors, LLC4,667$179K<0.01%-60913F-HRTimeline
Hoese & Co LLP4,310$165K0.14%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,966$152K<0.01%-2213F-HRTimelineGroup
Parallel Advisors, LLC3,920$150K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC3,625$139K0.02%013F-HRTimeline
BOK Financial Private Wealth, Inc.2,985$114K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,905$111K<0.01%013F-HRTimeline
PSI Advisors, LLC2,840$109K0.04%013F-HRTimeline
TSFG, LLC2,740$105K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,502$103K0.01%013F-HRTimeline
AE Wealth Management LLC2,389$91.4K<0.01%+1,47813F-HRTimeline
Bogart Wealth, LLC2,363$90.4K<0.01%+213F-HRTimeline
Wagner Wealth Management, LLC2,359$90.2K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC2,255$86.2K<0.01%013F-HRTimelineGroup