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Disclosery

RSPF INVESCO EXCHANGE TRADED FD T

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S&P500 EQL FIN (fund)

103 managers (104 13F filers) reported a position in RSPF shares at 2025-06-30, 2,021,509 shares in all. 9 filers opened a position and 11 filers sold out during the quarter.

Managers
103
13F filers
104
New
9
Added
36
Reduced
31
Sold out
11
Shares held by filers
2,021,509

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/254,979$19.4M<0.01%-2,32413F-HRTimelineGroup
NewEdge Advisors, LLC142,532$10.8M0.06%+6,79213F-HRTimeline
UBS Group AGin group UBS Group AG105,298$8.01M<0.01%+44,99313F-HRTimelineGroup
Joseph Group Capital Management103,052$7.84M2.63%+42513F-HR/ATimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…93,885$7.29M0.01%+3,57013F-HRTimeline
LPL Financial LLC92,116$7.01M<0.01%+1,43713F-HRTimeline
Joseph P. Lucia & Associates, LLC80,446$6.12M2.51%-1,07413F-HRTimeline
Davis Investment Partners, LLC74,235$5.69M2.04%-1,68313F-HRTimeline
Cetera Investment Advisers69,733$5.31M0.01%-2,52013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO64,600$4.92M<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY62,298$4.74M<0.01%-91013F-HRTimelineGroup
Farther Finance Advisors, LLC53,623$4.08M0.08%+2,08913F-HRTimeline
Allen Capital Group, LLC52,825$4.02M0.42%-1,43313F-HRTimeline
Yoder Wealth Management, Inc.42,176$3.21M1.67%+2,52113F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC41,204$3.14M0.06%+38613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN40,399$3.07M<0.01%-2,01913F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.37,458$2.85M0.44%-28313F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,822$1.89M<0.01%+59613F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,340$1.85M<0.01%+2,03913F-HRTimelineGroup
Private Advisor Group, LLC23,859$1.82M0.01%-12,63613F-HRTimeline
Live Oak Investment Partners22,138$1.68M1.29%+1,80413F-HRTimeline
Ausdal Financial Partners, Inc.21,807$1.66M0.11%+7313F-HRTimeline
Sandbox Financial Partners, LLC21,271$1.62M0.51%-13013F-HRTimeline
HighTower Advisors, LLC20,250$1.54M<0.01%+85713F-HRTimeline
Focus Financial Network, Inc.19,637$1.49M0.06%-30013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,444$1.48M<0.01%+5,78313F-HR/ATimelineGroup
FRG Family Wealth Advisors LLC18,870$1.44M0.25%013F-HRTimeline
Walker Asset Management, LLC18,638$1.42M0.82%+17313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,007$1.37M<0.01%-3,59813F-HRTimelineGroup
Arkadios Wealth Advisors17,657$1.34M0.04%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,458$1.33M<0.01%+74313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,970$1.29M<0.01%-71913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.16,597$1.26M0.03%-7913F-HRTimeline
Sunbelt Securities, Inc.17,324$1.25M0.11%+12913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,099$997K<0.01%-17513F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC12,639$962K0.25%-9413F-HRTimeline
Pacific Sun Financial Corp12,140$924K0.48%+5013F-HRTimeline
MAI Capital Management11,340$863K0.01%+1,17713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,151$849K<0.01%-1,20313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,599$800K<0.01%+2,00313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,699$738K+580Timeline
Creative Planningin group Creative Planning9,632$733K<0.01%+1,02613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,206$701K<0.01%+67513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,617$656K<0.01%+64413F-HRTimelineGroup
Friedenthal Financial8,272$630K0.35%-12613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP7,900$601K<0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED7,746$590K0.05%+38113F-HRTimeline
Freedom Investment Management, Inc.7,638$581K0.05%-12113F-HRTimeline
Empirical Asset Management, LLC7,598$578K0.18%-10613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,716$511K<0.01%013F-HR/ATimelineGroup
Berger Financial Group, Inc6,688$509K0.03%013F-HRTimeline
Geneos Wealth Management Inc.6,658$507K0.01%-6,44813F-HRTimeline
Strategic Blueprint, LLC6,557$499K0.02%-3,40013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,912$450K<0.01%new13F-HRTimelineGroup
Sebold Capital Management, Inc.5,873$447K0.28%+413F-HRTimeline
Cambridge Investment Research Advisors,…5,657$431K<0.01%-1,17313F-HRTimeline
Clearstead Advisors, LLC5,473$417K0.01%-6513F-HRTimeline
MGO ONE SEVEN LLC5,408$412K0.01%-6913F-HRTimeline
Harbor Asset Planning, Inc.5,176$394K0.38%13F-HRTimeline
Regal Investment Advisors LLC5,025$382K0.03%013F-HRTimeline
MML INVESTORS SERVICES, LLC4,965$378K<0.01%+7413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,545$346K<0.01%+1,35213F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,317$329K0.01%-56213F-HRTimelineGroup
One Charles Private Wealth Services, LLC4,290$327K0.09%-5713F-HRTimeline
IMA Advisory Services, Inc.3,985$303K0.03%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,650$278K<0.01%+4913F-HRTimelineGroup
MCDONALD PARTNERS LLC3,575$272K0.07%013F-HRTimeline
PRIVATE TRUST CO NA3,293$251K0.02%-3,55413F-HRTimeline
Integrated Wealth Concepts LLC3,207$244K<0.01%+1213F-HRTimeline
McAdam, LLC2,718$207K0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC2,395$182K0.02%+25013F-HRTimeline
BLAIR WILLIAM & CO/IL2,350$179K<0.01%013F-HRTimeline
Promus Capital, LLC2,028$154K0.1%013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,889$144K<0.01%-45213F-HRTimelineGroup
FMR LLCin group FMR LLC1,757$134K<0.01%+17213F-HRTimelineGroup
Aptus Capital Advisors, LLC1,200$91.3K<0.01%new13F-HRTimeline
Allworth Financial LP1,168$88.9K<0.01%013F-HRTimeline
AlphaCore Capital LLC1,148$87.4K<0.01%+30013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC871$66.3K<0.01%new13F-HRTimelineGroup
ORG Partners LLC654$50.2K0.01%+313F-HRTimeline
AE Wealth Management LLC645$49.1K<0.01%+213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/555$42.2K<0.01%013F-HRTimelineGroup
Arax Advisory Partners400$30.4K<0.01%013F-HRTimeline
Glenmede Investment Management, LP368$28K<0.01%13F-HRTimeline
Tidemark, LLC366$27.9K0.01%+213F-HRTimeline
Federation des caisses Desjardins du Qu…332$25.3K<0.01%013F-HRTimeline
North Capital, Inc.320$24.4K0.02%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC297$22.7K0.01%new13F-HRTimeline
COMERICA BANK270$20.6K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.270$20.6K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…243$18.5K<0.01%013F-HRTimelineGroup
Midwest Capital Advisors, LLC200$15.2K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC200$15.2K<0.01%013F-HRTimeline
CVA Family Office, LLC150$11.4K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…132$10K<0.01%new13F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…108$8.22K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …85$6.47K<0.01%13F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC82$6.24K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…49$3.73K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd45$3.42K<0.01%013F-HRTimeline
CX Institutional10$1K<0.01%-15,38113F-HR/ATimeline
Scarborough Advisors, LLC10$761<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.