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Disclosery

RSPF INVESCO EXCHANGE TRADED FD T

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S&P500 EQL FIN (fund)

99 managers (100 13F filers) reported a position in RSPF shares at 2025-12-31, 1,867,372 shares in all. 12 filers opened a position and 18 filers sold out during the quarter.

Managers
99
13F filers
100
New
12
Added
20
Reduced
39
Sold out
18
Shares held by filers
1,867,372

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/245,684$19.3M<0.01%-34,56913F-HRTimelineGroup
NewEdge Advisors, LLC150,684$11.8M0.04%-2,63513F-HRTimeline
Cetera Investment Advisers110,023$8.64M0.01%-3,72313F-HRTimeline
Joseph Group Capital Management105,773$8.3M2.18%+1,68513F-HRTimeline
LPL Financial LLC88,350$6.93M<0.01%-2,05813F-HRTimeline
Joseph P. Lucia & Associates, LLC79,653$6.25M2.25%-57313F-HRTimeline
Davis Investment Partners, LLC66,249$5.2M1.82%-6,31613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO64,600$5.07M<0.01%-53813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY63,917$5.02M<0.01%+1,83813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG56,050$4.4M<0.01%-46,07213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN53,662$4.21M<0.01%+6,60213F-HRTimelineGroup
Allen Capital Group, LLC51,911$4.07M0.37%-59813F-HRTimeline
Farther Finance Advisors, LLC51,098$4.01M0.04%-75313F-HRTimeline
Yoder Wealth Management, Inc.43,252$3.4M1.55%-50613F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC39,698$3.12M0.05%-42413F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.35,888$2.82M0.41%-513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC24,700$1.94M<0.01%+2,39913F-HR/ATimelineGroup
Ausdal Financial Partners, Inc.22,359$1.76M0.08%+5513F-HRTimeline
Walker Asset Management, LLC20,421$1.6M0.86%+2113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,822$1.55M<0.01%+12313F-HRTimelineGroup
Private Advisor Group, LLC19,420$1.52M0.01%-3,60413F-HRTimeline
Sunbelt Securities, Inc.19,086$1.5M0.1%+113F-HRTimeline
HighTower Advisors, LLC17,963$1.41M<0.01%-2,03413F-HRTimeline
Focus Financial Network, Inc.17,815$1.4M0.05%-1,09313F-HRTimeline
Arkadios Wealth Advisors17,668$1.39M0.03%-39513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC17,460$1.37M<0.01%+13,71513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,863$1.32M<0.01%-1,40613F-HRTimelineGroup
FRG Family Wealth Advisors LLC16,660$1.31M0.2%-68513F-HRTimeline
HARBOUR INVESTMENTS, INC.15,818$1.24M0.03%-48513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,673$1.23M<0.01%-1,88313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,954$1.17M<0.01%-2,19913F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC14,817$1.16M<0.01%+1,69913F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED14,236$1.13M0.08%-21913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,405$1.05M<0.01%-10,79413F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC12,266$963K0.23%-24613F-HRTimeline
Pacific Sun Financial Corp12,170$955K0.46%+4013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,075$948K<0.01%+21813F-HRTimelineGroup
SYKON CAPITAL LLC11,294$887K0.28%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,074$861K<0.01%013F-HRTimelineGroup
MAI Capital Management10,839$851K<0.01%-12613F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD10,270$806K0.12%13F-HRTimeline
EVOKE WEALTH, LLC10,029$787K0.02%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding9,590$753K+137Timeline
Creative Planningin group Creative Planning9,215$723K<0.01%-41813F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co8,729$685K0.04%new13F-HRTimelineGroup
Friedenthal Financial7,713$605K0.31%-40313F-HRTimeline
Empirical Asset Management, LLC7,202$565K0.16%-10013F-HRTimeline
Cambridge Investment Research Advisors,…6,811$535K<0.01%+40213F-HRTimeline
Berger Financial Group, Inc6,689$525K0.03%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,616$519K<0.01%013F-HR/ATimelineGroup
Geneos Wealth Management Inc.6,405$503K0.01%-22313F-HRTimeline
BIP Wealth, LLC5,974$469K0.02%new13F-HRTimeline
MML INVESTORS SERVICES, LLC5,274$414K<0.01%+71513F-HRTimeline
Regal Investment Advisors LLC5,025$394K0.02%013F-HRTimeline
One Charles Private Wealth Services, LLC4,762$374K0.1%013F-HRTimeline
Harbor Asset Planning, Inc.4,733$372K0.32%-46313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,293$337K<0.01%-8,47613F-HRTimelineGroup
Asset One Wealth Management LLC4,235$332K0.05%13F-HRTimeline
Clearstead Advisors, LLC4,190$329K<0.01%-1,05513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,085$321K<0.01%-50313F-HRTimeline
MGO ONE SEVEN LLC4,081$320K0.01%-1,32713F-HRTimeline
IMA Advisory Services, Inc.3,985$313K0.03%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,794$298K0.01%-47613F-HRTimelineGroup
MCDONALD PARTNERS LLC3,575$281K0.09%013F-HRTimeline
PRIVATE TRUST CO NA3,122$245K0.02%013F-HRTimeline
McAdam, LLC2,718$213K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC2,547$200K0.02%013F-HRTimeline
FMR LLCin group FMR LLC2,536$199K<0.01%+76013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,200$173K<0.01%-15013F-HRTimeline
Waverly Advisors, LLC1,625$128K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC1,200$94.2K<0.01%013F-HRTimeline
Allworth Financial LP1,168$91.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,163$91.3K<0.01%new13F-HRTimeline
AlphaCore Capital LLC1,098$86.2K<0.01%013F-HRTimeline
AE Wealth Management LLC770$60.5K<0.01%+12213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/706$55.4K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc451$35.4K<0.01%new13F-HRTimeline
Arax Advisory Partners449$35.2K<0.01%new13F-HRTimeline
Tidemark, LLC369$28.9K0.01%+213F-HRTimeline
COMERICA BANK270$21.2K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.270$21.2K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…243$19.1K<0.01%013F-HR/ATimelineGroup
Measured Wealth Private Client Group, L…232$18.2K<0.01%-1713F-HRTimeline
Federation des caisses Desjardins du Qu…224$17.6K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC168$13.2K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC151$12.1K<0.01%new13F-HRTimeline
CVA Family Office, LLC150$11.8K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC135$10.6K<0.01%+113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…125$9.81K<0.01%013F-HR/ATimelineGroup
DecisionPoint Financial, LLC119$9.34K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…108$8.48K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC100$8K<0.01%new13F-HRTimelineGroup
IFC & Insurance Marketing, Inc.85$7K0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC82$6.44K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…49$3.85K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd45$3.53K<0.01%013F-HRTimeline
REICON WEALTH ADVISORS, LLC35$2.75K<0.01%13F-HRTimeline
CX Institutional24$2K<0.01%-24313F-HRTimeline
Scarborough Advisors, LLC10$785<0.01%013F-HRTimeline