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Disclosery

RSPM INVESCO EXCHANGE TRADED FD T

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ETF (fund)

69 managers (70 13F filers) reported a position in RSPM shares at 2025-12-31, 1,628,391 shares in all. 9 filers opened a position and 8 filers sold out during the quarter.

Managers
69
13F filers
70
New
9
Added
13
Reduced
25
Sold out
8
Shares held by filers
1,628,391

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/248,679$8.47M<0.01%-5,32213F-HRTimelineGroup
Cetera Investment Advisers197,821$6.74M0.01%-1,22813F-HRTimeline
ALTFEST L J & CO INC129,829$4.42M0.48%new13F-HRTimeline
Friedenthal Financial128,356$4.37M2.25%+2,75713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC107,716$3.67M<0.01%-3,11013F-HRTimelineGroup
LPL Financial LLC99,514$3.39M<0.01%-19,11913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY70,758$2.41M<0.01%+33613F-HR/ATimelineGroup
Maltin Wealth Management, Inc.69,741$2.38M0.95%+2,28513F-HRTimeline
Pacific Sun Financial Corp51,915$1.77M0.85%-2,09013F-HRTimeline
Merit Financial Group, LLC46,001$1.57M0.01%+38,49113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,462$1.52M<0.01%+33,50313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC40,223$1.37M<0.01%-6,46813F-HR/ATimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD32,715$1.11M0.01%013F-HRTimelineGroup
SYKON CAPITAL LLC26,056$888K0.28%new13F-HRTimeline
Farther Finance Advisors, LLC25,861$881K0.01%+71513F-HRTimeline
Peak Financial Management, Inc.25,149$857K0.22%-2,24213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,125$823K<0.01%-5,58313F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.21,324$727K0.04%-52413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding20,056$683K+3,657Timeline
Private Advisor Group, LLC16,914$576K<0.01%-3,39713F-HRTimeline
NTV Asset Management LLC16,785$572K0.06%new13F-HRTimeline
UBS Group AGin group UBS Group AG15,792$538K<0.01%+1,53113F-HRTimelineGroup
Cambridge Investment Research Advisors,…13,421$457K<0.01%-3,43613F-HRTimeline
Hartford Financial Management Inc.11,500$392K0.1%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO10,300$351K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.9,617$328K0.01%+17913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,193$313K<0.01%-93213F-HRTimelineGroup
Walker Asset Management, LLC9,126$311K0.17%-17913F-HRTimeline
Asset Management Group, Inc.8,875$302K0.05%-8813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV8,653$295K0.02%-8,02013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,551$291K<0.01%-913F-HRTimelineGroup
Yoder Wealth Management, Inc.8,462$288K0.13%-60013F-HRTimeline
Clearstead Advisors, LLC8,204$280K<0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC8,448$277K<0.01%+37313F-HRTimelineGroup
First Heartland Consultants, Inc.8,006$273K0.02%-3513F-HRTimeline
Summit Financial, LLC7,678$262K<0.01%-32113F-HRTimeline
Arax Advisory Partners6,548$223K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,082$207K<0.01%-20813F-HRTimelineGroup
Allworth Financial LP4,054$138K<0.01%+213F-HRTimeline
Key Financial Inc3,010$103K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,013$68.6K<0.01%-8513F-HRTimelineGroup
FMR LLCin group FMR LLC1,978$67.4K<0.01%+15213F-HRTimelineGroup
Aptus Capital Advisors, LLC1,572$53.6K<0.01%+813F-HRTimeline
BLAIR WILLIAM & CO/IL1,510$51.5K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,452$49.5K<0.01%-4013F-HR/ATimelineGroup
MAI Capital Management1,170$39.9K<0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,020$34.8K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…975$33.2K<0.01%013F-HRTimeline
Nemes Rush Group LLC805$27.4K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.783$26.7K<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC779$26.6K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC762$26K<0.01%+413F-HRTimelineGroup
AE Wealth Management LLC620$21.1K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\505$17.2K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$17K<0.01%013F-HR/ATimelineGroup
Lavaca Capital LLC450$15.3K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC350$14K0.01%013F-HRTimeline
Sound Income Strategies, LLC335$12.3K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.300$10.2K<0.01%013F-HRTimeline
CX Institutional306$10K<0.01%-10013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC265$9.03K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…193$6.58K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd83$2.83K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…55$1.87K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.35$1.19K<0.01%013F-HRTimeline
AlphaCore Capital LLC23$784<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …12$409<0.01%013F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC10$341<0.01%013F-HRTimelineGroup
Measured Wealth Private Client Group, L…10$341<0.01%-3513F-HRTimeline