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Disclosery

RSPF INVESCO EXCHANGE TRADED FD T

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S&P500 EQL FIN (fund)

95 managers (95 13F filers) reported a position in RSPF shares at 2026-03-31, 1,699,226 shares in all. 7 filers opened a position and 11 filers sold out during the quarter.

Managers
95
13F filers
95
New
7
Added
33
Reduced
34
Sold out
11
Shares held by filers
1,699,226

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/252,117$18M<0.01%+6,43313F-HRTimelineGroup
Joseph Group Capital Management107,983$7.71M1.93%+2,21013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY99,324$7.09M<0.01%+35,40713F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC78,825$5.63M2.01%-82813F-HRTimeline
Davis Investment Partners, LLC66,324$4.73M1.67%+7513F-HRTimeline
LPL Financial LLC65,924$4.71M<0.01%-22,42613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO62,748$4.39M<0.01%-1,85213F-HR/ATimelineGroup
Cetera Investment Advisers53,849$3.84M<0.01%-56,17413F-HRTimeline
Allen Capital Group, LLC51,087$3.65M0.33%-82413F-HRTimeline
Farther Finance Advisors, LLC50,105$3.58M0.03%-99313F-HRTimeline
Yoder Wealth Management, Inc.44,502$3.18M1.45%+1,25013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN44,431$3.17M<0.01%-9,23113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG41,288$2.95M<0.01%-14,76213F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC39,208$2.8M0.04%-49013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC37,425$2.67M<0.01%+12,72513F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.36,111$2.67M0.37%+22313F-HRTimeline
NewEdge Advisors, LLC32,038$2.29M0.01%-118,64613F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC30,735$2.19M<0.01%+13,27513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,194$1.87M<0.01%+9,33113F-HRTimelineGroup
Ausdal Financial Partners, Inc.22,740$1.62M0.07%+38113F-HRTimeline
Walker Asset Management, LLC21,765$1.55M0.84%+1,34413F-HRTimeline
Sunbelt Securities, Inc.20,838$1.49M0.09%+1,75213F-HRTimeline
HARBOUR INVESTMENTS, INC.19,272$1.38M0.02%+3,45413F-HRTimeline
Private Advisor Group, LLC17,949$1.28M0.01%-1,47113F-HRTimeline
HighTower Advisors, LLC17,910$1.28M<0.01%-5313F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP17,000$1.21M<0.01%new13F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co16,898$1.21M0.06%+8,16913F-HRTimelineGroup
Arkadios Wealth Advisors16,897$1.21M0.02%-77113F-HRTimeline
Focus Financial Network, Inc.14,866$1.06M0.04%-2,94913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,232$1.02M0.07%-413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,058$1M<0.01%-1,61513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC13,059$932K<0.01%+8,97413F-HRTimeline
Pacific Sun Financial Corp12,850$917K0.44%+68013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,471$861K<0.01%+39613F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC11,814$843K0.21%-45213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,545$825K<0.01%-1,86013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC11,526$823K<0.01%+45213F-HRTimelineGroup
FRG Family Wealth Advisors LLC11,375$812K0.13%-5,28513F-HRTimeline
MAI Capital Management10,846$774K<0.01%+713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,543$753K<0.01%-4,41113F-HRTimelineGroup
PERRYMAN FINANCIAL ADVISORY INC /AD10,414$743K0.11%+14413F-HR/ATimeline
EVOKE WEALTH, LLC10,029$716K0.01%013F-HRTimeline
Creative Planningin group Creative Planning7,919$565K<0.01%-1,29613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC7,916$565K<0.01%-6,90113F-HRTimelineGroup
Friedenthal Financial7,808$557K0.28%+9513F-HRTimeline
Geneos Wealth Management Inc.7,623$544K0.01%+1,21813F-HRTimeline
Empirical Asset Management, LLC7,202$514K0.14%013F-HRTimeline
Cambridge Investment Research Advisors,…6,809$486K<0.01%-213F-HRTimeline
Berger Financial Group, Inc6,680$477K0.03%-913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,091$472K<0.01%+47513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,388$456K-3,202Timeline
BIP Wealth, LLC5,898$421K0.02%-7613F-HRTimeline
CX Institutional5,658$404K0.01%+5,63413F-HRTimeline
MML INVESTORS SERVICES, LLC5,267$376K<0.01%-713F-HRTimeline
Regal Investment Advisors LLC5,025$359K0.02%013F-HRTimeline
Harbor Asset Planning, Inc.4,759$340K0.29%+2613F-HRTimeline
FMR LLCin group FMR LLC4,732$338K<0.01%+2,19613F-HRTimelineGroup
One Charles Private Wealth Services, LLC4,718$337K0.08%-4413F-HRTimeline
Asset One Wealth Management LLC4,235$326K0.04%013F-HRTimeline
IMA Advisory Services, Inc.3,985$284K0.03%013F-HRTimeline
MGO ONE SEVEN LLC3,725$266K0.01%-35613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,391$242K<0.01%-40313F-HRTimelineGroup
PRIVATE TRUST CO NA3,122$223K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,200$157K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,800$129K0.01%-74713F-HRTimeline
Waverly Advisors, LLC1,625$116K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,200$85.7K<0.01%013F-HRTimeline
Allworth Financial LP1,168$83.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,163$83K<0.01%013F-HRTimeline
AE Wealth Management LLC1,101$78.6K<0.01%+33113F-HRTimeline
AlphaCore Capital LLC798$57K<0.01%-30013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/792$56.5K<0.01%-19,03013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/707$50.5K<0.01%+113F-HRTimelineGroup
Clearstead Advisors, LLC678$48.4K<0.01%-3,51213F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA572$40.8K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC500$35.7K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV452$32.3K<0.01%new13F-HRTimeline
Arax Advisory Partners449$32.1K<0.01%013F-HRTimeline
IFP Advisors, Inc371$26.5K<0.01%-8013F-HRTimeline
Tidemark, LLC371$26.5K0.01%+213F-HRTimeline
REICON WEALTH ADVISORS, LLC344$24.6K0.02%+30913F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC297$21.2K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.270$19.3K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…243$17.3K<0.01%013F-HRTimelineGroup
Measured Wealth Private Client Group, L…232$16.6K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…224$16K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC136$9.68K<0.01%+113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…125$8.92K<0.01%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…108$7.71K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC82$5.85K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd63$4.5K<0.01%+1813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…49$3.5K<0.01%013F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …15$1.07K<0.01%new13F-HRTimelineGroup
City State Bank15$1.07K<0.01%new13F-HRTimeline
Scarborough Advisors, LLC10$714<0.01%013F-HRTimeline