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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 2025-06-30, 1,681,469 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
74
13F filers
74
New
7
Added
13
Reduced
30
Sold out
7
Shares held by filers
1,681,469

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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/261,376$8.47M<0.01%-18,88013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.171,340$5.55M0.03%-16,70013F-HRTimeline
Friedenthal Financial117,680$3.81M2.09%+6,82613F-HRTimeline
LPL Financial LLC117,289$3.8M<0.01%-8,09013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC113,478$3.68M<0.01%+15,51513F-HRTimelineGroup
Trinity Legacy Partners, LLC106,201$3.54M0.86%+47513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY70,912$2.3M<0.01%-30,97913F-HRTimelineGroup
Maltin Wealth Management, Inc.66,552$2.16M0.97%-29513F-HRTimeline
Obsidian Personal Planning Solutions LLC62,553$2.03M0.82%-84713F-HRTimeline
Pacific Sun Financial Corp55,070$1.78M0.93%-1,90013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC37,566$1.22M<0.01%-2,21513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,701$1.15M<0.01%-2,16313F-HR/ATimelineGroup
Cetera Investment Advisers34,463$1.12M<0.01%-6,52713F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD32,715$1.06M0.01%013F-HRTimelineGroup
Peak Financial Management, Inc.28,199$914K0.26%-1,05913F-HRTimeline
Farther Finance Advisors, LLC25,948$841K0.02%+84413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC23,260$754K<0.01%+4,06913F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.21,848$708K0.04%-76013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,761$705K<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC18,807$610K<0.01%-8,63313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV17,711$574K0.04%-37013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,888$515K<0.01%-3,60413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,626$506K0.01%+1,02813F-HRTimelineGroup
UBS Group AGin group UBS Group AG14,467$469K<0.01%-10,28913F-HRTimelineGroup
Cambridge Investment Research Advisors,…13,757$446K<0.01%-3,18613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,922$419K<0.01%-3,34713F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC11,908$386K<0.01%-4,22813F-HRTimeline
Hartford Financial Management Inc.11,500$373K0.1%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO10,300$334K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,923$322K<0.01%-1,07213F-HRTimelineGroup
Yoder Wealth Management, Inc.9,185$298K0.16%013F-HRTimeline
Asset Management Group, Inc.8,920$289K0.05%-7613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…8,874$288K0.04%new13F-HRTimeline
Walker Asset Management, LLC8,644$280K0.16%+613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,607$279K<0.01%+4713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC8,128$263K<0.01%-96213F-HRTimelineGroup
First Heartland Consultants, Inc.8,004$259K0.02%-18213F-HRTimeline
Merit Financial Group, LLC7,479$242K<0.01%-1,30813F-HRTimeline
HARBOUR INVESTMENTS, INC.7,012$227K0.01%-96813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC6,548$212K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners6,548$212K0.01%new13F-HRTimeline
Focus Financial Network, Inc.6,244$202K0.01%-1,61113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,984$162K0.01%new13F-HRTimelineGroup
Allworth Financial LP4,049$131K<0.01%+313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,670$119K<0.01%new13F-HRTimelineGroup
Key Financial Inc3,010$97.6K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC1,555$50.4K<0.01%+813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,505$49K<0.01%+75913F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,510$48.9K<0.01%013F-HRTimeline
MAI Capital Management1,170$37.9K<0.01%013F-HRTimeline
North Capital, Inc.1,090$35.3K0.03%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,020$33.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…975$31.6K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.783$25.4K<0.01%13F-HRTimeline
FMR LLCin group FMR LLC729$23.6K<0.01%-6613F-HRTimelineGroup
AE Wealth Management LLC620$20.1K<0.01%+32013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\505$16.4K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$16.2K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…480$15.6K<0.01%-13,78113F-HRTimelineGroup
Lavaca Capital LLC450$14.6K0.01%013F-HR/ATimeline
PIN OAK INVESTMENT ADVISORS INC350$11K0.01%013F-HRTimeline
CX Institutional350$11K<0.01%-8,94113F-HR/ATimeline
Geneos Wealth Management Inc.300$9.72K<0.01%-1,70013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC265$8.59K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.190$6.16K<0.01%new13F-HRTimelineGroup
Redwood Park Advisors LLC155$5.02K<0.01%+113F-HRTimeline
Bristlecone Advisors, LLC115$3.73K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd83$2.69K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…55$1.78K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.35$1.14K<0.01%013F-HRTimeline
AlphaCore Capital LLC23$745<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …19$616<0.01%13F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC10$324<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.