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Disclosery

RSPF INVESCO EXCHANGE TRADED FD T

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S&P500 EQL FIN (fund)

100 managers (101 13F filers) reported a position in RSPF shares at 2024-12-31, 2,003,089 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
100
13F filers
101
New
9
Added
30
Reduced
36
Sold out
4
Shares held by filers
2,003,089

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/257,298$18.6M<0.01%+15,64413F-HRTimelineGroup
LPL Financial LLC128,258$9.28M<0.01%+14,60213F-HRTimeline
NewEdge Advisors, LLC119,353$8.64M0.05%+2,92813F-HRTimeline
Joseph Group Capital Management102,788$7.44M2.93%-3,29913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.82,601$5.98M0.01%+46,13313F-HR/ATimelineGroup
Joseph P. Lucia & Associates, LLC81,395$5.89M2.62%-74813F-HRTimeline
Davis Investment Partners, LLC75,381$5.32M2.24%+52813F-HRTimeline
Cetera Investment Advisers71,325$5.16M0.01%-4,34513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO64,670$4.68M<0.01%+3313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY64,350$4.66M<0.01%-50413F-HR/ATimelineGroup
Allen Capital Group, LLC54,658$3.96M0.48%-1,42213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC54,344$3.93M0.08%-1,03313F-HRTimelineGroup
SignalPoint Asset Management, LLC52,846$3.82M0.93%-4,35913F-HRTimeline
UBS Group AGin group UBS Group AG42,892$3.1M<0.01%-1,09613F-HRTimelineGroup
Baker Avenue Asset Management, LP40,807$2.95M0.09%new13F-HRTimeline
Yoder Wealth Management, Inc.40,243$2.91M1.61%+72413F-HRTimeline
Private Advisor Group, LLC38,182$2.76M0.02%-1,97113F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.37,501$2.71M0.44%-1,43313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN36,375$2.63M<0.01%+69313F-HRTimelineGroup
ForthRight Wealth Management, LLC32,314$2.34M0.78%-3,85313F-HRTimeline
Focus Financial Network, Inc.23,033$1.67M0.07%-4,10013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,301$1.61M<0.01%-1,14113F-HRTimelineGroup
Sandbox Financial Partners, LLC20,818$1.51M0.5%+2,03113F-HRTimeline
HighTower Advisors, LLC19,388$1.4M<0.01%+1713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,007$1.38M<0.01%+1,65313F-HRTimelineGroup
FRG Family Wealth Advisors LLC19,005$1.38M0.25%-36013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,824$1.36M<0.01%13F-HR/ATimelineGroup
Walker Asset Management, LLC18,607$1.35M0.83%-78513F-HRTimeline
Sunbelt Securities, Inc.17,324$1.25M0.11%+3,28713F-HRTimeline
HARBOUR INVESTMENTS, INC.16,949$1.23M0.04%-32213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,200$1.17M<0.01%-13,26013F-HRTimelineGroup
Ausdal Financial Partners, Inc.15,822$1.15M0.1%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC15,644$1.13M0.01%+2,61213F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC12,762$924K0.25%-18713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,392$897K<0.01%+2,11613F-HRTimeline
Cascade Wealth Advisors, Inc12,300$890K0.6%013F-HRTimeline
Pacific Sun Financial Corp12,295$890K0.48%-5013F-HRTimeline
Strategic Blueprint, LLC10,672$772K0.05%-7813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding10,563$764K+5,069Timeline
MAI Capital Management10,516$761K0.01%new13F-HRTimeline
Friedenthal Financial9,726$704K0.41%-7413F-HRTimeline
Creative Planningin group Creative Planning9,035$654K<0.01%-54913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,936$647K<0.01%-3,89313F-HRTimelineGroup
Freedom Investment Management, Inc.8,612$623K0.05%-1,52613F-HRTimeline
Clearstead Advisors, LLC8,489$614K0.01%+7,57013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,163$591K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,098$586K<0.01%+3,34413F-HRTimelineGroup
Empirical Asset Management, LLC7,704$558K0.19%-27113F-HRTimeline
SeaCrest Wealth Management, LLC7,374$534K0.06%+15113F-HRTimeline
Berger Financial Group, Inc7,106$514K0.04%-56413F-HRTimeline
Geneos Wealth Management Inc.7,070$512K0.02%+813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,849$496K<0.01%+4,72113F-HRTimelineGroup
PRIVATE TRUST CO NA6,847$496K0.05%013F-HRTimeline
Cambridge Investment Research Advisors,…6,817$493K<0.01%+2013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,716$486K<0.01%-1,41213F-HRTimelineGroup
MGO ONE SEVEN LLC5,890$426K0.02%-31913F-HRTimeline
Sebold Capital Management, Inc.5,865$424K0.28%-23313F-HRTimeline
PFG Investments, LLC5,093$369K0.02%013F-HRTimeline
Regal Investment Advisors LLC5,025$364K0.03%013F-HRTimeline
MML INVESTORS SERVICES, LLC5,008$362K<0.01%+713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,749$344K0.01%+80213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,427$320K<0.01%+88713F-HRTimelineGroup
One Charles Private Wealth Services, LLC4,347$315K0.11%013F-HRTimeline
IMA Advisory Services, Inc.3,985$288K0.03%013F-HRTimeline
MCDONALD PARTNERS LLC3,775$273K0.07%013F-HRTimeline
Sanctuary Advisors, LLC3,203$249K<0.01%-10313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,414$247K<0.01%-18813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,206$232K<0.01%-8,99313F-HRTimelineGroup
Integrated Wealth Concepts LLC3,180$230K<0.01%+1413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,789$202K<0.01%new13F-HR/ATimeline
BLAIR WILLIAM & CO/IL2,350$170K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,341$169K<0.01%-6813F-HRTimelineGroup
HHM Wealth Advisors, LLC2,145$155K0.02%013F-HRTimeline
Promus Capital, LLC2,028$147K0.11%13F-HR/ATimeline
FMR LLCin group FMR LLC1,443$104K<0.01%+1113F-HRTimelineGroup
Allworth Financial LP1,181$88.2K<0.01%+113F-HRTimeline
Aptus Capital Advisors, LLC1,200$86.8K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,050$76K<0.01%+49513F-HRTimelineGroup
ORG Partners LLC648$47K0.01%new13F-HRTimeline
AE Wealth Management LLC640$46.3K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV557$40.3K<0.01%+213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management450$32.6K<0.01%013F-HRTimelineGroup
WINTRUST INVESTMENTS LLC408$29K0.03%-1,43513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA368$26.6K<0.01%013F-HRTimelineGroup
Tidemark, LLC363$26.3K0.01%+213F-HRTimeline
CoreCap Advisors, LLC357$25.8K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…332$24K<0.01%-7513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…296$21.4K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.270$19.5K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC200$14.5K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC200$14.5K0.01%13F-HRTimeline
CVA Family Office, LLC150$10.9K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC148$10.7K<0.01%13F-HRTimeline
Guardian Wealth Management, Inc.108$7.83K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…108$7.82K0.01%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …100$7.24K<0.01%+3013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC82$5.93K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd45$3.26K<0.01%013F-HRTimeline
NorthRock Partners, LLC20$1.45K<0.01%013F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.