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Disclosery

RSPM INVESCO EXCHANGE TRADED FD T

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ETF (fund)

74 managers (74 13F filers) reported a position in RSPM shares at 2025-03-31, 1,828,667 shares in all. 6 filers opened a position and 10 filers sold out during the quarter.

Managers
74
13F filers
74
New
6
Added
17
Reduced
23
Sold out
10
Shares held by filers
1,828,667

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/280,256$8.9M<0.01%-7,98213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.188,040$5.97M0.04%-13,89513F-HRTimeline
LPL Financial LLC125,379$3.98M<0.01%-10,55413F-HRTimeline
Friedenthal Financial110,854$3.52M2.1%+5,77513F-HRTimeline
Trinity Legacy Partners, LLC105,726$3.38M0.86%+11,16013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY101,891$3.23M<0.01%-77,07413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC97,963$3.11M<0.01%+9,75013F-HRTimelineGroup
Maltin Wealth Management, Inc.66,847$2.12M1%+8,21713F-HRTimeline
Obsidian Personal Planning Solutions LLC63,400$1.95M0.87%-75,92113F-HRTimeline
Pacific Sun Financial Corp56,970$1.81M1.03%-3,95013F-HRTimeline
Cetera Investment Advisers40,990$1.3M<0.01%-20,16813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC39,781$1.26M<0.01%-28213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,864$1.2M<0.01%-7,99213F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD32,715$1.04M0.02%013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP32,000$1.02M<0.01%new13F-HRTimelineGroup
Peak Financial Management, Inc.29,258$929K0.28%-1,95913F-HRTimeline
Private Advisor Group, LLC27,440$871K0.01%+13413F-HRTimeline
Farther Finance Advisors, LLC25,104$799K0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG24,756$786K<0.01%+8,37313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,755$754K<0.01%+7,95513F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.22,608$718K0.04%-1,65613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,492$619K<0.01%-84013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,191$609K<0.01%-1,69413F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV18,081$574K0.05%+89713F-HRTimeline
Cambridge Investment Research Advisors,…16,943$538K<0.01%+1,65113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA16,269$517K<0.01%+4,66313F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC16,136$512K<0.01%-5,48113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,598$475K0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,261$453K0.01%+6,28313F-HRTimelineGroup
Hartford Financial Management Inc.11,500$365K0.08%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,995$349K<0.01%-9,50613F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO10,300$327K0.01%013F-HRTimeline
CX Institutional9,291$295K0.01%new13F-HRTimeline
Yoder Wealth Management, Inc.9,185$292K0.16%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,090$289K<0.01%-1,41013F-HRTimelineGroup
Asset Management Group, Inc.8,996$286K0.05%-1,04713F-HRTimeline
Merit Financial Group, LLC8,787$279K<0.01%-30913F-HRTimeline
Walker Asset Management, LLC8,638$274K0.17%-9313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,560$272K<0.01%-1,76613F-HRTimelineGroup
Dale Q Rice Investment Management Ltd8,218$261K0.13%new13F-HRTimeline
First Heartland Consultants, Inc.8,186$260K0.03%-30913F-HRTimeline
HARBOUR INVESTMENTS, INC.7,980$253K0.01%+29013F-HRTimeline
Focus Financial Network, Inc.7,855$249K0.01%-81913F-HRTimeline
Schechter Investment Advisors, LLC6,548$208K0.02%013F-HRTimeline
Allworth Financial LP4,046$124K<0.01%+213F-HRTimeline
PRIVATE TRUST CO NA3,040$96.5K0.01%013F-HRTimeline
Key Financial Inc3,010$95.5K0.02%013F-HRTimeline
Geneos Wealth Management Inc.2,000$63.5K<0.01%-1,40013F-HRTimeline
Aptus Capital Advisors, LLC1,547$49.1K<0.01%+913F-HRTimeline
BLAIR WILLIAM & CO/IL1,510$47.9K<0.01%013F-HRTimeline
MAI Capital Management1,170$37.1K<0.01%013F-HRTimeline
North Capital, Inc.1,090$34.6K0.03%13F-HRTimeline
OAKWORTH CAPITAL, INC.1,020$32.4K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,002$31.8K<0.01%+3013F-HRTimelineGroup
Steward Partners Investment Advisory, L…975$30.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC795$25.2K<0.01%+29713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP746$23.4K<0.01%+7613F-HR/ATimelineGroup
COMERICA BANK700$22.2K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\505$16K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$15.9K<0.01%013F-HRTimelineGroup
Lavaca Capital LLC450$14.3K0.01%013F-HRTimeline
Continuum Advisory, LLC440$14K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC350$11K0.01%013F-HRTimeline
AE Wealth Management LLC300$9.52K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC265$8.41K<0.01%013F-HRTimeline
Redwood Park Advisors LLC154$4.89K<0.01%new13F-HRTimeline
Bristlecone Advisors, LLC115$3.65K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd83$2.63K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…55$1.75K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.35$1.11K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …34$1.08K<0.01%13F-HRTimelineGroup
AlphaCore Capital LLC23$730<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC10$317<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.