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Disclosery

RSPC INVESCO EXCHANGE TRADED FD T

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CMN (fund)

40 managers (40 13F filers) reported a position in RSPC shares at 2024-12-31, 1,025,283 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
40
13F filers
40
New
9
Added
9
Reduced
12
Sold out
5
Shares held by filers
1,025,283

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
HighTower Advisors, LLC217,423$7.44M0.01%-1,27013F-HRTimeline
RFG Advisory, LLC176,608$6.04M0.17%+4,14513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC175,272$6M<0.01%13F-HR/ATimelineGroup
SignalPoint Asset Management, LLC70,362$2.41M0.59%-5,67213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/47,657$1.63M<0.01%-67813F-HRTimelineGroup
Legacy Private Trust Co.32,915$1.13M0.07%-1,39913F-HRTimeline
Yoder Wealth Management, Inc.31,939$1.09M0.6%+1,44813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC30,161$1.03M0.02%-50,78413F-HRTimelineGroup
UBS Group AGin group UBS Group AG23,946$819K<0.01%+26413F-HRTimelineGroup
Walker Asset Management, LLC22,917$784K0.48%-96013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,064$584K<0.01%new13F-HRTimelineGroup
LPL Financial LLC16,667$570K<0.01%-10,36813F-HRTimeline
Atria Wealth Solutions, Inc.16,288$557K0.01%-30313F-HRTimeline
Clearstead Advisors, LLC14,613$500K0.01%new13F-HRTimeline
NewEdge Advisors, LLC13,030$446K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,930$442K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC12,269$434K<0.01%-1,28113F-HRTimeline
OLD MISSION CAPITAL LLC12,483$427K0.01%new13F-HRTimeline
Worth Asset Management, LLC11,180$382K0.2%+1,23713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,031$377K<0.01%-25713F-HRTimeline
Envestnet Portfolio Solutions, Inc.in group ENVESTNET ASSET MANAGEMENT INC10,840$371K<0.01%new13F-HRTimelineGroup
Freedom Investment Management, Inc.10,808$370K0.03%-1,13313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,518$291K<0.01%+1,50813F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,318$285K0.01%+1613F-HRTimelineGroup
Laidlaw Wealth Management LLC7,742$265K0.12%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,742$265K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,650$56.5K<0.01%+1,47413F-HR/ATimelineGroup
Laurel Wealth Advisors LLC925$31.6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC785$26.9K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC488$16.7K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\258$8.82K<0.01%new13F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …114$3.9K<0.01%+3313F-HRTimelineGroup
MCF Advisors LLC111$3.8K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO75$2.56K<0.01%+3513F-HRTimelineGroup
FMR LLCin group FMR LLC71$2.43K<0.01%new13F-HRTimelineGroup
Fourth Dimension Wealth, LLC60$2.06K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC22$753<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC1$33<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$10<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.