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Disclosery

RSPT INVESCO EXCHANGE TRADED FD T

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S&P500 EQL TEC (fund)

367 managers (370 13F filers) reported a position in RSPT shares at 2024-12-31, 42,465,535 shares in all. 16 filers opened a position and 30 filers sold out during the quarter.

Managers
367
13F filers
370
New
16
Added
107
Reduced
127
Sold out
30
Shares held by filers
42,465,535

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
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC13,382$501K0.25%+65613F-HRTimelineGroup
Calamos Wealth Management LLCin group Calamos Advisors LLC13,270$497K0.02%013F-HRTimelineGroup
Financial Engines Advisors L.L.C.13,107$490K<0.01%-19213F-HRTimeline
Blackston Financial Advisory Group, LLC12,994$486K0.24%-19613F-HRTimeline
Fisher Asset Management, LLC12,779$478K<0.01%-1,18513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC12,602$472K0.19%+113F-HRTimeline
HBW ADVISORY SERVICES LLC12,555$470K0.05%+2,42113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,491$467K<0.01%-8,48213F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC12,475$466K0.03%-5,15213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,861$444K0.04%-44913F-HR/ATimeline
GREENLEAF TRUST11,840$443K<0.01%+4,74013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV11,637$435K0.16%+79613F-HRTimeline
NorthRock Partners, LLC11,605$434K0.01%+713F-HR/ATimeline
PURE PORTFOLIOS HOLDINGS LLC11,570$433K0.16%-77013F-HRTimeline
Aviance Capital Partners, LLC11,550$432K0.06%013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC11,434$428K0.11%+16213F-HRTimeline
CWM, LLCin group CWM, LLC10,918$409K<0.01%+44713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC10,921$409K0.01%013F-HRTimeline
Bogart Wealth, LLC10,906$408K0.02%+1013F-HRTimeline
MITCHELL SINKLER & STARR/PA10,875$407K0.11%+77513F-HRTimeline
First National Trust Co10,840$406K0.02%013F-HRTimeline
Zhang Financial LLC10,680$400K0.02%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd10,500$393K0.04%013F-HRTimelineGroup
Per Stirling Capital Management, LLC.10,399$389K0.06%+1,04913F-HRTimeline
Addison Advisors LLC10,315$386K0.11%-23013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,110$378K0.02%013F-HRTimelineGroup
Koss-Olinger Consulting, LLC10,050$376K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,005$374K<0.01%+2,65013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.10,000$374K0.03%013F-HRTimeline
CW Advisors, LLC9,710$363K<0.01%+3,28013F-HRTimeline
CAPITAL ADVISORS INC/OK9,697$363K0.01%013F-HRTimeline
Sage Capital Management, LLC9,617$360K0.18%+913F-HRTimeline
PKS Advisory Services, LLC9,547$357K0.09%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,252$346K0.01%-20,73813F-HRTimelineGroup
Disciplined Investors, L.L.C.9,150$340K0.33%13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,073$340K+2Timeline
Dakota Wealth Management9,048$339K0.01%013F-HRTimeline
Crescent Sterling, Ltd.8,967$336K0.34%-30713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,861$332K<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC8,829$330K<0.01%013F-HRTimeline
Capital Wealth Alliance, LLC8,813$330K0.19%-5,46113F-HRTimeline
Aurora Private Wealth, Inc.8,754$328K0.25%-12213F-HRTimeline
AE Wealth Management LLC8,729$327K<0.01%+38713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,666$324K0.01%+7813F-HRTimeline
PFG Investments, LLC8,618$322K0.02%-33813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,527$319K<0.01%+2,00013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC8,480$317K0.01%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,393$314K0.04%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,348$312K<0.01%+5,24313F-HRTimelineGroup
Aptus Capital Advisors, LLC8,300$311K<0.01%+2,66113F-HRTimeline
Gryphon Financial Partners LLC8,250$309K0.04%013F-HRTimeline
4WEALTH ADVISORS, INC.8,019$300K0.31%13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC8,000$299K0.08%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,847$294K0.01%-9313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\7,815$292K<0.01%-4813F-HR/ATimelineGroup
Tiller Private Wealth, Inc.7,690$288K0.12%013F-HRTimeline
Strategic Financial Concepts, LLC7,639$286K0.05%+513F-HR/ATimeline
Oak Harvest Investment Services7,500$281K0.04%-1,38513F-HRTimeline
Three Magnolias Financial Advisors, LLC7,250$271K0.29%13F-HRTimeline
UNIONVIEW, LLC7,232$271K0.2%+713F-HRTimeline
Williamson Legacy Group, LLC7,025$263K0.18%-4,23813F-HRTimeline
Laurel Wealth Advisors LLC7,020$263K0.04%-20013F-HRTimeline
SEVEN MILE ADVISORY7,000$262K0.17%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,000$262K<0.01%-75313F-HRTimelineGroup
NorthCrest Asset Manangement, LLC6,998$262K0.01%-36813F-HR/ATimeline
Orion Porfolio Solutions, LLC6,972$261K<0.01%013F-HRTimeline
Orion Portfolio Solutions, LLC6,972$261K<0.01%013F-HRTimeline
Arbor Investment Advisors, LLC6,968$261K0.04%+7013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC6,870$257K0.03%-1,97013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.6,816$255K0.1%-36113F-HRTimeline
World Investment Advisors6,770$253K0.01%013F-HRTimeline
Sebold Capital Management, Inc.6,757$253K0.17%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,747$252K0.03%+38313F-HRTimeline
Wealthspire Advisors, LLC6,653$249K<0.01%+8613F-HRTimeline
Symmetry Partners, LLC6,550$245K0.03%new13F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC6,500$243K0.01%013F-HRTimeline
BRIGHTON JONES LLC6,371$238K0.01%new13F-HR/ATimeline
Purus Wealth Management, LLC6,331$237K0.09%013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC6,300$236K0.06%013F-HRTimeline
Meridian Wealth Management, LLC6,274$235K0.01%013F-HRTimeline
PMG Wealth Management, Inc.6,207$232K0.21%13F-HRTimeline
J.W. COLE ADVISORS, INC.6,184$231K0.01%+113F-HRTimeline
IFG Advisors, LLC6,033$226K0.04%+913F-HRTimeline
Smith Salley Wealth Management801$225K0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC5,922$222K0.01%+54913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC5,760$220K0.02%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC5,851$219K0.09%-16413F-HRTimeline
Foundations Investment Advisors, LLC5,811$217K<0.01%new13F-HRTimeline
AllSquare Wealth Management LLC5,750$215K0.12%013F-HRTimeline
Modera Wealth Management, LLC5,743$215K<0.01%new13F-HRTimeline
Sigma Planning Corp5,700$213K0.01%-64813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,650$211K<0.01%-1,25013F-HRTimelineGroup
Williams & Novak Wealth Management, LLC5,570$208K0.2%013F-HRTimeline
MGO ONE SEVEN LLC5,557$208K0.01%-65513F-HRTimeline
Main Street Group, LTD5,453$204K0.08%013F-HRTimeline
GODSEY & GIBB, INC5,360$201K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC5,270$197K0.08%013F-HRTimeline
ALBION FINANCIAL GROUP /UT5,130$192K0.01%013F-HRTimeline
Wagner Wealth Management, LLC4,961$186K0.05%+513F-HRTimeline
Venturi Wealth Management, LLC4,600$172K0.01%+24413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources4,418$165K<0.01%013F-HRTimelineGroup
Collier Financial4,105$154K0.14%13F-HRTimeline
Manchester Capital Management LLC4,000$150K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,838$144K0.01%-29,69613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…3,710$139K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,413$128K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,350$125K<0.01%+313F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,250$122K<0.01%-70013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC3,030$113K0.01%013F-HRTimeline
Arax Advisory Partners2,702$101K0.01%013F-HRTimeline
SIGNATUREFD, LLC2,664$99.7K<0.01%+28213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,519$94.3K<0.01%-1,17813F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP2,300$86.1K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,250$84.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,240$83.8K<0.01%-80013F-HRTimeline
Synergy Investment Management, LLC2,093$78.3K0.03%13F-HRTimeline
Realta Investment Advisors2,000$76K0.03%013F-HRTimeline
Balentine LLC1,870$70K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,759$65.8K<0.01%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…1,694$63.4K0.05%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,500$56.1K0.02%013F-HRTimeline
Continuum Advisory, LLC1,500$56.1K0.01%013F-HRTimeline
SRH ADVISORS, LLC1,431$53.5K0.02%+22013F-HRTimeline
CX Institutional1,128$42.2K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.1,100$41.2K0.02%13F-HRTimeline
Mainstream Capital Management LLC1,100$41.2K0.03%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,030$38.5K<0.01%013F-HRTimelineGroup
Riggs Asset Managment Co. Inc.1,000$37.6K0.01%013F-HRTimeline
Kimelman & Baird, LLC910$34.1K<0.01%013F-HRTimeline
Front Row Advisors LLC900$33.7K0.01%013F-HRTimeline
Avior Wealth Management, LLC885$33.1K<0.01%+74013F-HRTimeline
Parallel Advisors, LLC883$33K<0.01%013F-HRTimeline
Caldwell Trust Co815$30.5K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC684$25.6K<0.01%+32413F-HRTimelineGroup
AdvisorNet Financial, Inc676$25.3K<0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…640$23.9K<0.01%013F-HRTimeline
Global Retirement Partners, LLC619$23.2K<0.01%+113F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC610$22.8K<0.01%-18013F-HRTimeline
HM PAYSON & CO600$22.5K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS600$22.5K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …562$21K<0.01%+13013F-HRTimelineGroup
Nemes Rush Group LLC530$19.8K<0.01%-13713F-HRTimeline
Kiely Wealth Advisory Group, Inc.502$19.8K0.01%013F-HRTimeline
Tortoise Investment Management, LLC520$19.5K<0.01%013F-HR/ATimeline
Capital Advisors, Ltd. LLC482$18K<0.01%013F-HRTimeline
Legend Financial Advisors, Inc.420$15.7K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC401$15K<0.01%-15113F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC393$14.7K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC340$12.7K0.01%13F-HRTimeline
Sunbelt Securities, Inc.220$8.26K<0.01%013F-HRTimeline
Roxbury Financial LLC210$8.16K0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC212$7.93K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.180$6.74K<0.01%013F-HRTimeline
Asset Dedication, LLC173$6.47K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC170$6.36K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.170$6.36K<0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.150$5.61K<0.01%13F-HRTimeline
MTM Investment Management, LLC110$4.12K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…100$3.97K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC97$3.63K<0.01%-313F-HRTimeline
WealthShield Partners, LLC70$2.62K<0.01%013F-HRTimeline
GAMMA Investing LLC70$2.62K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC55$2.06K<0.01%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC36$1.35K<0.01%013F-HRTimelineGroup
NFSG Corp30$1.12K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.10$374<0.01%13F-HRTimeline
North Star Investment Management Corp.1$37<0.01%013F-HRTimeline