Skip to content
Disclosery

RPG INVESCO EXCHANGE TRADED FD T

Follow

S&P500 PUR GWT (fund)

266 managers (266 13F filers) reported a position in RPG shares at 2025-06-30, 16,841,896 shares in all. 32 filers opened a position and 25 filers sold out during the quarter.

Managers
266
13F filers
266
New
32
Added
66
Reduced
91
Sold out
25
Shares held by filers
16,841,896

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY1,311,754$60M<0.01%-42,96913F-HRTimelineGroup
LPL Financial LLC1,145,307$52.4M0.02%-171,37613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/931,077$42.6M<0.01%-80,39013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN892,565$40.9M0.01%-310,35313F-HRTimelineGroup
Marquette Asset Management, LLC715,226$32.7M5.49%-9,39013F-HRTimeline
Financial Security Advisor, Inc.704,460$32.2M7.42%-9,71813F-HRTimeline
HighTower Advisors, LLC661,409$30.3M0.04%-10,08813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC650,564$29.8M0.01%-122,36213F-HRTimelineGroup
New England Private Wealth Advisors LLC590,370$27.9M4.08%-3,69313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.436,343$20M0.04%-39,43613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG384,375$17.6M<0.01%-32,99613F-HRTimelineGroup
Creative Planningin group Creative Planning350,189$16M0.01%+9,65413F-HRTimelineGroup
Gimbal Financial349,765$16M9.84%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO347,785$15.9M<0.01%+135,77113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC336,246$15.4M0.02%-160,05913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA327,473$15M<0.01%-28,92213F-HR/ATimelineGroup
Janney Montgomery Scott LLC264,503$12.1M0.03%+66513F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC244,231$11.2M1.24%-13,36813F-HRTimeline
Arkadios Wealth Advisors232,882$10.7M0.32%+8,89113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC231,290$10.6M0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC222,003$10.2M0.05%+2613F-HRTimeline
Global View Capital Management LLC202,995$9.29M2.97%new13F-HRTimeline
Auxano Advisors, LLC182,712$8.36M1.95%-3,13113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS177,534$8.13M0.01%-344,56613F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC175,084$8.01M0.13%-4,17013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS164,900$7.55M0.02%-12,62013F-HRTimeline
Cambridge Investment Research Advisors,…161,314$7.38M0.02%-19,50413F-HRTimeline
Plan Group Financial, LLC149,148$6.83M2.24%-74,36213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.147,787$6.76M0.04%-92113F-HRTimeline
Trinity Wealth Management, LLC142,004$6.5M2.58%+109,25313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…134,641$6.24M0.01%+87813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO116,787$5.35M1.34%13F-HRTimeline
Wolff Financial Management LLC109,122$5M1.29%-1,42613F-HRTimeline
Sanctuary Advisors, LLC107,859$4.94M0.03%+4,44713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.102,686$4.7M0.01%+76113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC93,144$4.26M<0.01%-4,04713F-HRTimelineGroup
Wealth Group Ltd81,424$3.73M0.95%-1,01813F-HRTimeline
NewEdge Wealth, LLC78,929$3.66M0.06%+1,09613F-HRTimeline
Chicago Partners Investment Group LLC67,922$3.2M0.09%+2713F-HRTimeline
Shakespeare Wealth Management, LLC69,347$3.17M0.85%-2,16213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP66,359$3.04M<0.01%+1,81913F-HR/ATimelineGroup
Commonwealth Financial Services, LLC63,909$2.93M0.56%-73,20513F-HRTimeline
Beacon Bridge Wealth Partners, LLC62,486$2.86M1.14%+2313F-HRTimeline
PFG Advisors61,889$2.83M0.13%+14,01313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC61,272$2.8M<0.01%-20813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC56,720$2.6M0.01%-59913F-HRTimelineGroup
Gladstone Institutional Advisory LLC54,647$2.5M0.1%+25,62613F-HRTimeline
XML Financial, LLC51,597$2.36M0.2%+1,71013F-HRTimeline
Advyzon Investment Management, LLC50,115$2.29M0.51%new13F-HRTimeline
Delos Wealth Advisors, LLC49,921$2.28M1.78%-3,13413F-HRTimeline
NewEdge Advisors, LLC49,303$2.26M0.01%-40813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC46,885$2.15M0.34%-75213F-HRTimeline
Prospera Financial Services Inc46,122$2.11M0.04%-4,09413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC44,939$2.06M0.1%-11913F-HRTimeline
Kingsview Wealth Management, LLC43,495$1.99M0.03%-25913F-HRTimeline
Belpointe Asset Management LLC42,658$1.95M0.08%+32,45913F-HRTimeline
Twelve Points Wealth Management LLC42,149$1.93M0.52%-118,21313F-HRTimeline
FORTE CAPITAL LLC /ADV40,253$1.84M0.2%-4,34013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC40,095$1.84M0.64%-3,36713F-HRTimeline
FMR LLCin group FMR LLC38,880$1.78M<0.01%-30213F-HRTimelineGroup
Snowden Capital Advisors LLC37,716$1.73M0.05%-1,45313F-HRTimeline
Pure Financial Advisors, LLC37,075$1.7M0.03%-4013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC33,980$1.56M0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP33,663$1.54M<0.01%+3,03913F-HRTimelineGroup
Focus Financial Network, Inc.33,399$1.53M0.06%+613F-HRTimeline
CWM, LLCin group CWM, LLC32,816$1.5M0.01%+2,09013F-HRTimelineGroup
Berger Financial Group, Inc31,933$1.46M0.09%-63213F-HRTimeline
Nvest Financial, LLC31,774$1.45M0.76%+2013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV31,778$1.45M<0.01%+6,35613F-HRTimeline
Affinity Capital Advisors, LLC31,521$1.44M0.25%+13,94813F-HRTimeline
FIDUCIENT ADVISORS LLC30,985$1.42M0.17%013F-HRTimeline
SPC Financial, Inc.30,870$1.41M0.12%-2,92513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,086$1.38M<0.01%+31413F-HRTimelineGroup
CFS Investment Advisory Services, LLC29,540$1.35M0.11%+64113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.29,050$1.33M0.09%+113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC27,668$1.27M<0.01%-17613F-HRTimeline
BEACON FINANCIAL GROUP27,657$1.27M0.13%+1,90013F-HRTimeline
J.W. COLE ADVISORS, INC.27,632$1.26M0.03%+16,29213F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…26,346$1.21M0.47%+313F-HRTimeline
PAX Financial Group, LLC25,428$1.16M0.22%-15,70713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\25,020$1.15M<0.01%+43013F-HRTimelineGroup
Cornerstone Wealth Management, LLC24,841$1.14M0.07%-55213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…23,743$1.09M<0.01%+113F-HR/ATimelineGroup
Vertex Planning Partners, LLC23,694$1.08M0.23%013F-HRTimeline
American Trust23,559$1.08M0.1%new13F-HRTimeline
Pacific Center for Financial Services23,201$1.06M0.29%-55213F-HRTimeline
Bridgewater Advisors Inc.22,000$1.04M0.08%013F-HRTimeline
Cetera Investment Advisers22,420$1.03M<0.01%-31813F-HRTimeline
Sigma Planning Corp22,145$1.01M0.03%-9,47313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth21,380$979K<0.01%-52013F-HRTimelineGroup
OneDigital Investment Advisors LLC21,368$978K0.01%013F-HRTimeline
Detalus Advisors, LLC20,817$953K0.28%+1013F-HRTimeline
May Hill Capital, LLC20,801$952K0.31%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,590$942K<0.01%+4913F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…19,881$910K0.03%+413F-HRTimelineGroup
Merit Financial Group, LLC19,796$906K0.01%+1413F-HRTimeline
MAI Capital Management19,705$902K0.01%+1213F-HRTimeline
Qube Research & Technologies Ltd18,881$864K<0.01%-36,73813F-HRTimeline
Investors Research Corp18,636$853K0.17%-25,02813F-HRTimeline
Mariner, LLCin group Mariner, LLC18,417$843K<0.01%+4,48413F-HRTimelineGroup
Mutual Advisors, LLC17,196$816K0.02%-1,05613F-HRTimeline
G&S Capital LLC17,768$813K0.32%+1,25713F-HRTimeline
SkyView Investment Advisors, LLC17,433$792K0.11%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…17,256$790K0.01%013F-HRTimelineGroup
Western Wealth Management, LLC17,123$784K0.05%-83213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,042$780K0.01%+19113F-HRTimelineGroup
Accurate Wealth Management, LLC16,440$763K0.12%-2013F-HRTimeline
TRUE Private Wealth Advisors15,303$700K0.08%new13F-HRTimeline
Perigon Wealth Management, LLC15,255$698K0.02%-4,63713F-HRTimeline
Quantinno Capital Management LP14,999$687K<0.01%new13F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT14,856$680K0.24%-52713F-HRTimeline
WILLNER & HELLER, LLC14,792$677K0.57%-81113F-HRTimeline
Strategic Blueprint, LLC14,726$674K0.03%-1,40013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…14,370$658K0.01%013F-HRTimelineGroup
Rodgers & Associates, LTD14,170$649K0.07%-1,15513F-HRTimeline
Steward Partners Investment Advisory, L…14,087$645K0.01%-1,68413F-HRTimeline
GREENLEAF TRUST13,763$630K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,490$613K<0.01%+4,81113F-HRTimelineGroup
DAVENPORT & Co LLC13,345$611K<0.01%+7,90013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC13,304$609K<0.01%+3,45913F-HRTimelineGroup
Shepherd Financial Partners LLC13,185$603K0.06%+913F-HRTimeline
SAGE RHINO CAPITAL LLC13,045$597K0.13%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,040$597K0.01%+113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,371$566K0.01%+1,03213F-HRTimelineGroup
MJP ASSOCIATES INC /ADV12,188$558K0.08%+813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC12,188$558K0.05%+813F-HRTimelineGroup
Clearwater Capital Advisors, LLC11,709$536K0.05%-8513F-HRTimeline
Wambolt & Associates, LLC11,733$533K0.18%-18413F-HRTimeline
BLAIR WILLIAM & CO/IL11,618$532K<0.01%-34013F-HRTimeline
CW Advisors, LLC11,357$520K0.01%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,133$510K<0.01%-20013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.10,987$503K0.02%-30,82513F-HRTimeline
COMERICA BANK10,718$491K<0.01%-86513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,579$484K<0.01%013F-HRTimelineGroup
Meridian Wealth Advisors, LLC10,355$474K0.07%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …10,080$471K0.02%new13F-HRTimelineGroup
Bawa N Mallick Trust10,000$458K0.19%013F-HRTimeline
Keystone Wealth Services, LLC9,996$458K0.11%+2113F-HRTimeline
Plante Moran Financial Advisors, LLC9,750$446K0.03%013F-HRTimeline
SOL Capital Management CO9,380$429K0.04%013F-HRTimeline
HB Wealth Management, LLC9,341$428K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,163$419K<0.01%-17,91313F-HRTimelineGroup
Robertson Stephens Wealth Management, L…9,119$417K0.01%new13F-HRTimeline
Valley Brook Capital Group, Inc.8,791$402K0.3%-14813F-HRTimeline
Advisory Services Network, LLC8,452$396K0.01%-3,27413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,485$388K0.01%-2613F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT8,432$386K0.03%013F-HRTimeline
Avestar Capital, LLC8,425$386K0.03%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,359$383K<0.01%+1,60413F-HRTimelineGroup
SlateStone Wealth, LLC8,287$379K0.04%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,280$379K<0.01%013F-HRTimelineGroup
BRIGHTON JONES LLC8,190$375K0.01%+413F-HRTimeline
Kera Capital Partners, Inc.8,145$373K0.07%013F-HRTimeline
Well Done, LLC7,777$356K0.07%+3013F-HRTimeline
McAdam, LLC7,604$348K0.02%-2513F-HRTimeline
&PARTNERS7,561$346K<0.01%new13F-HRTimeline
BALANCED WEALTH GROUP LLC7,359$345K0.15%-14613F-HRTimeline
Aries Wealth Management7,540$345K0.09%013F-HRTimeline
Diligent Investors, LLC7,351$336K0.08%-313F-HRTimeline
RTD Financial Advisors, Inc.7,306$334K0.04%013F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…7,268$333K0.25%+74813F-HRTimeline
Modern Wealth Management, LLC7,189$329K0.01%013F-HR/ATimeline
GHP Investment Advisors, Inc.7,186$329K0.01%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT6,905$316K<0.01%-17613F-HRTimeline
Integrated Wealth Concepts LLC6,739$308K<0.01%+3813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,723$308K<0.01%+80213F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,672$305K<0.01%+513F-HRTimelineGroup
Pacific Sun Financial Corp6,575$301K0.16%-10013F-HRTimeline
Sowell Financial Services LLC6,555$300K0.01%-3,76313F-HRTimeline
Gateway Wealth Partners, LLC6,466$296K0.06%-413F-HRTimeline
EARNED WEALTH ADVISORS, LLC6,406$293K0.06%+413F-HRTimeline
Allworth Financial LP6,335$290K<0.01%013F-HRTimeline
TRUEFG, LLC5,964$273K0.08%new13F-HRTimeline
WEDBUSH SECURITIES INC5,850$268K0.01%013F-HRTimeline
IFP Advisors, Inc5,838$267K0.01%-56,48813F-HRTimeline
Orion Porfolio Solutions, LLC5,804$266K<0.01%new13F-HR/ATimeline
Capital Investment Counsel, LLC5,693$261K0.04%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department5,565$255K0.08%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,520$253K<0.01%-21,39113F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.5,435$249K0.1%-1,14713F-HRTimeline
Verum Partners LLC5,436$249K0.06%+213F-HRTimeline
CHILTON INVESTMENT CO INC.5,387$247K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,316$243K0.01%+1,35013F-HRTimelineGroup
BURNEY CO/5,165$236K0.01%new13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,095$233K<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC5,090$233K0.01%new13F-HRTimeline
Leisure Capital Management5,000$229K0.09%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC4,955$227K0.01%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,905$224K<0.01%new13F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC4,805$220K0.19%new13F-HRTimeline
WealthPlan Investment Management, LLC4,649$213K0.02%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,611$211K<0.01%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.4,589$210K0.02%-11713F-HRTimeline
Duncan Williams Asset Management, LLC4,484$205K0.06%new13F-HR/ATimeline
Purus Wealth Management, LLC4,410$202K0.07%new13F-HR/ATimeline
Hoese & Co LLP4,310$197K0.16%013F-HRTimeline
Geneos Wealth Management Inc.4,245$194K<0.01%-47513F-HRTimeline
EP Wealth Advisors, LLC4,167$191K<0.01%-50013F-HRTimeline
Parallel Advisors, LLC3,920$179K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC3,625$166K0.02%013F-HRTimeline