Skip to content
Disclosery

RSPM INVESCO EXCHANGE TRADED FD T

Follow

ETF (fund)

79 managers (79 13F filers) reported a position in RSPM shares at 2024-12-31, 3,411,702 shares in all. 7 filers opened a position and 13 filers sold out during the quarter.

Managers
79
13F filers
79
New
7
Added
19
Reduced
26
Sold out
13
Shares held by filers
3,411,702

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,410,000$45.9M0.75%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/288,238$9.39M<0.01%-41,30813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.201,935$6.58M0.04%-24,55013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY178,965$5.83M<0.01%+93,39313F-HR/ATimelineGroup
Obsidian Personal Planning Solutions LLC139,321$4.76M2.3%+1,15413F-HRTimeline
LPL Financial LLC135,933$4.43M<0.01%-182,19013F-HRTimeline
Friedenthal Financial105,079$3.42M2%-5613F-HRTimeline
Trinity Legacy Partners, LLC94,566$3.08M0.79%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC88,213$2.87M<0.01%13F-HR/ATimelineGroup
Cetera Investment Advisers61,158$1.99M<0.01%-7,41013F-HRTimeline
Pacific Sun Financial Corp60,920$1.98M1.08%-70013F-HRTimeline
Maltin Wealth Management, Inc.58,630$1.91M0.94%-3513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.45,856$1.49M<0.01%-2,54313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding40,063$1.3M-4,442Timeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD32,715$1.07M0.02%013F-HRTimelineGroup
Peak Financial Management, Inc.31,217$1.02M0.3%-4,20313F-HRTimeline
Private Advisor Group, LLC27,306$889K0.01%+4,73113F-HRTimeline
SignalPoint Asset Management, LLC25,776$840K0.2%-1,93913F-HRTimeline
McKinley Carter Wealth Services, Inc.24,264$790K0.05%-1,78313F-HRTimeline
MML INVESTORS SERVICES, LLC21,617$704K<0.01%+1,30613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,885$680K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN20,501$668K<0.01%+2,51813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC20,332$662K<0.01%+10913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV17,184$560K0.05%+2,71913F-HRTimeline
UBS Group AGin group UBS Group AG16,383$534K<0.01%-1,10113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,800$515K<0.01%+10,14913F-HRTimelineGroup
Cambridge Investment Research Advisors,…15,292$498K<0.01%-1,70213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,598$475K0.01%+8113F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…13,202$430K0.01%-61013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,606$378K<0.01%-19813F-HRTimelineGroup
Hartford Financial Management Inc.11,500$375K0.08%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,500$342K<0.01%+1,85513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,326$336K<0.01%+3,73013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO10,300$335K0.01%013F-HRTimeline
Asset Management Group, Inc.10,043$327K0.06%-31013F-HRTimeline
Capital Wealth Alliance, LLC9,235$301K0.17%-4,23413F-HRTimeline
Yoder Wealth Management, Inc.9,185$299K0.17%-14013F-HRTimeline
Merit Financial Group, LLC9,096$296K0.01%+20013F-HRTimeline
Walker Asset Management, LLC8,731$284K0.17%-34613F-HRTimeline
Focus Financial Network, Inc.8,674$283K0.01%-4,38213F-HRTimeline
First Heartland Consultants, Inc.8,495$277K0.03%+9813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,978$260K0.01%+3,27913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7,690$250K0.01%+31513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.7,475$243K<0.01%-1,12513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,791$215K<0.01%-11613F-HRTimelineGroup
Schechter Investment Advisors, LLC6,548$213K0.02%013F-HRTimeline
Allworth Financial LP4,044$139K<0.01%-12313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…4,140$134K<0.01%-28,11013F-HRTimelineGroup
Geneos Wealth Management Inc.3,400$111K<0.01%+10013F-HRTimeline
PRIVATE TRUST CO NA3,040$99K0.01%013F-HRTimeline
Key Financial Inc3,010$98K0.02%013F-HRTimeline
Zions Bancorporation, N.A.2,050$66.8K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,538$50.1K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,510$49.2K<0.01%013F-HRTimeline
MAI Capital Management1,170$38.1K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.1,020$33.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…975$31.8K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.972$31.7K<0.01%new13F-HRTimelineGroup
COMERICA BANK700$22.8K<0.01%013F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP670$21.8K<0.01%+8713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\505$16.4K<0.01%-11013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$16.3K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC498$16.2K<0.01%-113F-HRTimelineGroup
Lavaca Capital LLC450$14.7K0.01%new13F-HRTimeline
Continuum Advisory, LLC440$14.3K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC350$13K0.01%013F-HRTimeline
AE Wealth Management LLC300$9.77K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC265$8.63K<0.01%013F-HRTimeline
Park Square Financial Group, LLC256$8.34K0.01%13F-HRTimeline
HOWE & RUSLING INC207$6.74K<0.01%013F-HRTimeline
PSI Advisors, LLC185$6.03K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC115$3.75K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd83$2.7K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …56$1.82K<0.01%+1313F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…55$1.79K<0.01%13F-HRTimeline
GHP Investment Advisors, Inc.35$1.14K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC31$1.01K<0.01%new13F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC10$326<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.