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Disclosery

RSPF INVESCO EXCHANGE TRADED FD T

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S&P500 EQL FIN (fund)

102 managers (103 13F filers) reported a position in RSPF shares at 2025-09-30, 2,108,601 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
102
13F filers
103
New
6
Added
39
Reduced
38
Sold out
5
Shares held by filers
2,108,601

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/280,253$21.8M<0.01%+25,27413F-HR/ATimelineGroup
NewEdge Advisors, LLC153,319$11.9M0.05%+10,78713F-HRTimeline
Cetera Investment Advisers113,746$8.85M0.01%+44,01313F-HRTimeline
Joseph Group Capital Management104,088$8.1M2.28%+1,03613F-HRTimeline
UBS Group AGin group UBS Group AG102,122$7.94M<0.01%-3,17613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…93,919$7.33M0.01%+3413F-HRTimeline
LPL Financial LLC90,408$7.03M<0.01%-1,70813F-HRTimeline
Joseph P. Lucia & Associates, LLC80,226$6.24M2.35%-22013F-HRTimeline
Davis Investment Partners, LLC72,565$5.6M1.91%-1,67013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO65,138$5.07M<0.01%+53813F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY62,079$4.83M<0.01%-21913F-HR/ATimelineGroup
Allen Capital Group, LLC52,509$4.08M0.39%-31613F-HRTimeline
Farther Finance Advisors, LLC51,851$4.03M0.06%-1,77213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN47,060$3.66M<0.01%+6,66113F-HRTimelineGroup
Yoder Wealth Management, Inc.43,758$3.4M1.61%+1,58213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC40,122$3.12M0.05%-1,08213F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.35,893$2.79M0.41%-1,56513F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,199$1.9M<0.01%-62313F-HRTimelineGroup
Live Oak Investment Partners23,173$1.8M1.19%+1,03513F-HR/ATimeline
Private Advisor Group, LLC23,024$1.79M0.01%-83513F-HRTimeline
Ausdal Financial Partners, Inc.22,304$1.73M0.08%+49713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,301$1.73M<0.01%-2,03913F-HRTimelineGroup
Sandbox Financial Partners, LLC21,613$1.68M0.48%+34213F-HRTimeline
Walker Asset Management, LLC20,400$1.59M0.89%+1,76213F-HRTimeline
HighTower Advisors, LLC19,997$1.56M<0.01%-25313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,699$1.53M<0.01%+25513F-HRTimelineGroup
Sunbelt Securities, Inc.19,085$1.48M0.1%+1,76113F-HRTimeline
Focus Financial Network, Inc.18,908$1.47M0.05%-72913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,269$1.42M<0.01%+1,29913F-HRTimelineGroup
Arkadios Wealth Advisors18,063$1.4M0.03%+40613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP17,556$1.37M<0.01%-45113F-HRTimelineGroup
FRG Family Wealth Advisors LLC17,345$1.35M0.22%-1,52513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,153$1.33M<0.01%-30513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.16,303$1.27M0.03%-29413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,135$1.25M<0.01%new13F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED14,455$1.12M0.08%+6,70913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,118$1.02M<0.01%+3,91213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,769$993K<0.01%+8,22413F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC12,512$973K0.24%-12713F-HRTimeline
Pacific Sun Financial Corp12,130$943K0.46%-1013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,857$922K<0.01%+1,25813F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC11,074$861K<0.01%-7713F-HRTimelineGroup
MAI Capital Management10,965$853K0.01%-37513F-HRTimeline
Creative Planningin group Creative Planning9,633$749K<0.01%+113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,453$735K-246Timeline
Friedenthal Financial8,116$631K0.33%-15613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,522$585K<0.01%+1,61013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP7,500$583K<0.01%-40013F-HRTimelineGroup
Empirical Asset Management, LLC7,302$568K0.16%-29613F-HRTimeline
Berger Financial Group, Inc6,689$520K0.03%+113F-HRTimeline
Geneos Wealth Management Inc.6,628$516K0.01%-3013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,616$515K<0.01%-10013F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,409$499K<0.01%+75213F-HRTimeline
Strategic Blueprint, LLC6,141$478K0.02%-41613F-HRTimeline
MGO ONE SEVEN LLC5,408$421K0.01%013F-HRTimeline
Clearstead Advisors, LLC5,245$408K0.01%-22813F-HRTimeline
Harbor Asset Planning, Inc.5,196$404K0.36%+2013F-HRTimeline
Regal Investment Advisors LLC5,025$391K0.03%013F-HRTimeline
One Charles Private Wealth Services, LLC4,762$370K0.1%+47213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,588$357K<0.01%-8,51113F-HRTimeline
MML INVESTORS SERVICES, LLC4,559$355K<0.01%-40613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,270$332K0.01%-4713F-HRTimelineGroup
IMA Advisory Services, Inc.3,985$310K0.03%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,745$291K<0.01%+9513F-HRTimelineGroup
MCDONALD PARTNERS LLC3,575$278K0.08%013F-HRTimeline
Accordant Advisory Group Inc3,477$270K0.18%new13F-HRTimeline
Integrated Wealth Concepts LLC3,219$250K<0.01%+1213F-HRTimeline
PRIVATE TRUST CO NA3,122$243K0.02%-17113F-HRTimeline
McAdam, LLC2,718$211K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC2,547$198K0.02%+15213F-HRTimeline
BLAIR WILLIAM & CO/IL2,350$183K<0.01%013F-HRTimeline
Promus Capital, LLC2,028$158K0.1%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,896$147K<0.01%+713F-HRTimelineGroup
FMR LLCin group FMR LLC1,776$138K<0.01%+1913F-HRTimelineGroup
Aptus Capital Advisors, LLC1,200$93.3K<0.01%013F-HRTimeline
Allworth Financial LP1,168$90.8K<0.01%013F-HRTimeline
AlphaCore Capital LLC1,098$85.4K<0.01%-5013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/706$54.9K<0.01%+15113F-HRTimelineGroup
ORG Partners LLC657$51.1K0.01%+313F-HRTimeline
AE Wealth Management LLC648$50.4K<0.01%+313F-HRTimeline
Advisory Services Network, LLC500$38.9K<0.01%new13F-HRTimeline
Tidemark, LLC367$28.6K0.01%+113F-HRTimeline
North Capital, Inc.321$25K0.02%+113F-HRTimeline
DHJJ Financial Advisors, Ltd.270$21K0.01%013F-HRTimeline
COMERICA BANK270$21K<0.01%013F-HRTimeline
CX Institutional267$21K<0.01%+25713F-HRTimeline
Measured Wealth Private Client Group, L…249$19.4K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…243$18.9K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC235$18.3K<0.01%-63613F-HRTimelineGroup
Federation des caisses Desjardins du Qu…224$17.4K<0.01%-10813F-HRTimeline
Midwest Capital Advisors, LLC201$15.6K0.01%+113F-HRTimeline
CARDIFF PARK ADVISORS, LLC200$15.6K<0.01%013F-HRTimeline
CVA Family Office, LLC150$11.7K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC134$10.4K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…125$9.72K<0.01%new13F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…108$8.4K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC82$6.38K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …70$5.44K<0.01%13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…49$3.81K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd45$3.5K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…41$3.2K<0.01%-9113F-HRTimelineGroup
Scarborough Advisors, LLC10$778<0.01%013F-HRTimeline