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Disclosery

RSPF INVESCO EXCHANGE TRADED FD T

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S&P500 EQL FIN (fund)

104 managers (105 13F filers) reported a position in RSPF shares at 2025-03-31, 2,059,315 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
104
13F filers
105
New
11
Added
27
Reduced
39
Sold out
6
Shares held by filers
2,059,315

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/257,303$18.7M<0.01%+513F-HRTimelineGroup
NewEdge Advisors, LLC135,740$9.85M0.06%+16,38713F-HRTimeline
Joseph Group Capital Management102,627$7.44M2.84%-16113F-HRTimeline
LPL Financial LLC90,679$6.58M<0.01%-37,57913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…90,315$6.55M0.01%+87,52613F-HRTimeline
Joseph P. Lucia & Associates, LLC81,520$5.91M2.7%+12513F-HRTimeline
Cetera Investment Advisers72,253$5.24M0.01%+92813F-HRTimeline
Davis Investment Partners, LLC75,918$5.15M2.28%+53713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO64,600$4.69M<0.01%-7013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY63,208$4.58M<0.01%-1,14213F-HRTimelineGroup
UBS Group AGin group UBS Group AG60,305$4.37M<0.01%+17,41313F-HRTimelineGroup
Allen Capital Group, LLC54,258$3.94M0.45%-40013F-HRTimeline
Farther Finance Advisors, LLC51,534$3.74M0.1%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN42,418$3.08M<0.01%+6,04313F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC40,818$2.96M0.07%-13,52613F-HRTimelineGroup
Yoder Wealth Management, Inc.39,655$2.88M1.62%-58813F-HRTimeline
Private Advisor Group, LLC36,495$2.65M0.02%-1,68713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.37,741$2.49M0.43%+24013F-HR/ATimeline
ForthRight Wealth Management, LLC31,678$2.3M0.77%-63613F-HRTimeline
SHAKER INVESTMENTS LLC/OH25,835$1.87M0.9%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,226$1.76M<0.01%-58,37513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,301$1.62M<0.01%013F-HR/ATimelineGroup
Ausdal Financial Partners, Inc.21,734$1.58M0.12%+5,91213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,605$1.57M<0.01%+2,59813F-HRTimelineGroup
Sandbox Financial Partners, LLC21,401$1.55M0.55%+58313F-HRTimeline
Live Oak Investment Partners20,334$1.47M1.16%new13F-HRTimeline
Focus Financial Network, Inc.19,937$1.45M0.06%-3,09613F-HRTimeline
HighTower Advisors, LLC19,393$1.41M<0.01%+513F-HRTimeline
FRG Family Wealth Advisors LLC18,870$1.37M0.26%-13513F-HRTimeline
Walker Asset Management, LLC18,465$1.34M0.81%-14213F-HRTimeline
IHT Wealth Management, LLC17,947$1.3M0.04%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,689$1.28M<0.01%-1,13513F-HRTimelineGroup
Sunbelt Securities, Inc.17,195$1.25M0.11%-12913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,715$1.21M<0.01%+51513F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.16,676$1.21M0.03%-27313F-HRTimeline
CX Institutional15,391$1.12M0.04%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/13,661$992K<0.01%+5,56313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,274$963K<0.01%+88213F-HRTimeline
Geneos Wealth Management Inc.13,106$951K0.01%+6,03613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC12,733$924K0.26%-2913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC12,354$896K0.01%-3,29013F-HRTimelineGroup
Pacific Sun Financial Corp12,090$877K0.5%-20513F-HRTimeline
Cascade Wealth Advisors, Inc12,300$835K0.58%013F-HRTimeline
MAI Capital Management10,163$737K0.01%-35313F-HRTimeline
Strategic Blueprint, LLC9,957$722K0.04%-71513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,119$661K-1,444Timeline
Creative Planningin group Creative Planning8,606$624K<0.01%-42913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,531$619K<0.01%-40513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,596$615K<0.01%+1,74713F-HR/ATimelineGroup
Friedenthal Financial8,398$609K0.36%-1,32813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,973$578K<0.01%-19013F-HRTimelineGroup
Freedom Investment Management, Inc.7,759$563K0.05%-85313F-HRTimeline
Empirical Asset Management, LLC7,704$559K0.19%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED7,365$527K0.05%new13F-HR/ATimeline
SeaCrest Wealth Management, LLC7,134$517K0.06%-24013F-HRTimeline
PRIVATE TRUST CO NA6,847$497K0.05%013F-HRTimeline
Cambridge Investment Research Advisors,…6,830$495K<0.01%+1313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,716$487K<0.01%013F-HRTimelineGroup
Berger Financial Group, Inc6,688$485K0.03%-41813F-HRTimeline
Sebold Capital Management, Inc.5,869$426K0.28%+413F-HRTimeline
Clearstead Advisors, LLC5,538$402K0.01%-2,95113F-HRTimeline
MGO ONE SEVEN LLC5,477$397K0.02%-41313F-HRTimeline
Regal Investment Advisors LLC5,025$364K0.03%013F-HRTimeline
MML INVESTORS SERVICES, LLC4,891$355K<0.01%-11713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,879$354K0.01%+13013F-HRTimelineGroup
One Charles Private Wealth Services, LLC4,347$315K0.1%013F-HRTimeline
PFG Investments, LLC4,141$300K0.02%-95213F-HRTimeline
IMA Advisory Services, Inc.3,985$289K0.03%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,601$261K<0.01%+18713F-HRTimelineGroup
MCDONALD PARTNERS LLC3,575$259K0.07%-20013F-HRTimeline
Integrated Wealth Concepts LLC3,195$232K<0.01%+1513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,193$232K<0.01%-1313F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,350$170K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,341$169K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC2,145$156K0.02%013F-HRTimeline
Promus Capital, LLC2,028$147K0.11%013F-HR/ATimeline
FMR LLCin group FMR LLC1,585$115K<0.01%+14213F-HRTimelineGroup
Allworth Financial LP1,168$81K<0.01%-1313F-HRTimeline
AlphaCore Capital LLC848$61.5K0.01%new13F-HRTimeline
ORG Partners LLC651$47.3K0.01%+313F-HRTimeline
AE Wealth Management LLC643$46.6K<0.01%+313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/555$40.3K<0.01%-49513F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management450$32.6K<0.01%013F-HRTimelineGroup
Arax Advisory Partners400$29K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC375$27.2K<0.01%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA368$26.7K<0.01%013F-HRTimelineGroup
Tidemark, LLC364$26.4K0.01%+113F-HRTimeline
Federation des caisses Desjardins du Qu…332$24.1K<0.01%013F-HRTimeline
North Capital, Inc.320$23.2K0.02%13F-HRTimeline
DHJJ Financial Advisors, Ltd.270$19.6K0.01%013F-HRTimeline
COMERICA BANK270$19.6K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…243$17.6K<0.01%-5313F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC200$14.5K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC200$14.5K0.01%013F-HRTimeline
CVA Family Office, LLC150$10.9K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC148$10.7K<0.01%013F-HRTimeline
Guardian Wealth Management, Inc.108$7.88K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…108$7.83K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …100$7.25K<0.01%13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC82$5.95K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…49$3.55K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd45$3.26K<0.01%013F-HRTimeline
NorthRock Partners, LLC20$1.45K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.