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Disclosery

RSPU INVESCO EXCHANGE TRADED FD T

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S&P500 EQL UTL (fund)

109 managers (110 13F filers) reported a position in RSPU shares at 2024-12-31, 2,497,596 shares in all. 13 filers opened a position and 9 filers sold out during the quarter.

Managers
109
13F filers
110
New
13
Added
44
Reduced
25
Sold out
9
Shares held by filers
2,497,596

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
LPL Financial LLC380,543$25M0.01%+15,67313F-HRTimeline
Atria Wealth Solutions, Inc.188,559$12.4M0.14%+1,37813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY182,996$12M<0.01%-22,40213F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.173,694$11.4M0.03%+104,39713F-HR/ATimelineGroup
Uniting Wealth Partners, LLC134,495$8.84M4.27%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC106,507$7M<0.01%13F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…102,120$6.71M0.01%+3,50613F-HR/ATimeline
Cambridge Investment Research Advisors,…83,776$5.51M0.02%+46213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding81,701$5.37M+13,281Timeline
Dakota Wealth Management80,001$5.26M0.12%-3,78713F-HRTimeline
Advisory Services Network, LLC75,572$4.97M0.09%+32,09613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/63,944$4.2M<0.01%+1,53813F-HRTimelineGroup
NewEdge Advisors, LLC49,607$3.26M0.02%+6,69813F-HRTimeline
WealthCare Investment Partners, LLC44,978$2.97M1.29%+7013F-HRTimeline
Friedenthal Financial39,912$2.62M1.53%-19213F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC39,593$2.6M0.28%+21313F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC35,879$2.36M0.5%+9,16313F-HRTimeline
UBS Group AGin group UBS Group AG34,887$2.29M<0.01%+22,28913F-HRTimelineGroup
Jackson Wealth Management, LLC32,463$2.13M0.24%+56813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC31,379$2.06M<0.01%+7,45113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN26,046$1.71M<0.01%-1,86313F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.24,879$1.64M1.13%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding22,603$1.49M-4,592Timeline
Cetera Investment Advisers21,936$1.44M<0.01%+5113F-HRTimeline
MFA Wealth Services21,414$1.41M1.13%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,860$1.37M<0.01%-1,87413F-HRTimelineGroup
SignalPoint Asset Management, LLC19,364$1.27M0.31%-67213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,774$1.23M<0.01%+94713F-HRTimeline
Geneos Wealth Management Inc.17,750$1.17M0.04%+1,17913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,642$1.16M<0.01%-8,53713F-HRTimelineGroup
Flaharty Asset Management, LLC15,481$1.02M0.15%-6113F-HRTimeline
Private Advisor Group, LLC14,797$973K0.01%-1,05113F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.14,210$934K0.42%+84913F-HRTimeline
Waverly Advisors, LLC13,580$893K0.01%+2,00413F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.12,946$851K<0.01%new13F-HRTimelineGroup
Pacific Sun Financial Corp12,782$840K0.46%-17013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,298$808K<0.01%new13F-HRTimelineGroup
Berger Financial Group, Inc10,890$716K0.05%013F-HRTimeline
Fulcrum Equity Management10,627$699K0.69%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…10,150$667K0.02%+4813F-HRTimelineGroup
Stelac Advisory Services LLC9,912$651K0.25%013F-HRTimeline
Advisory Alpha, LLC9,470$622K0.02%+69113F-HRTimeline
WESPAC Advisors SoCal, LLC8,650$569K0.13%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,361$550K<0.01%-70213F-HRTimeline
SCOTIA CAPITAL INC.7,719$507K<0.01%-1,98413F-HRTimeline
Montis Financial, LLC7,296$480K0.15%new13F-HRTimeline
Sage Capital Management, LLC7,194$473K0.24%+4213F-HRTimeline
Joseph P. Lucia & Associates, LLC7,105$467K0.21%+1013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,536$430K<0.01%+86813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,517$428K<0.01%new13F-HRTimelineGroup
Walker Asset Management, LLC6,489$427K0.26%+9313F-HRTimeline
Global Retirement Partners, LLC5,622$370K0.01%+5,57413F-HRTimeline
HighTower Advisors, LLC5,411$356K<0.01%-27613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,381$353K<0.01%-3,85713F-HRTimelineGroup
Delos Wealth Advisors, LLC5,216$343K0.27%-8013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,717$310K0.01%+2913F-HRTimeline
Ausdal Financial Partners, Inc.4,679$308K0.03%-6,82713F-HRTimeline
Allen Capital Group, LLC4,164$274K0.03%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,154$273K<0.01%+1613F-HRTimelineGroup
Fearless Solutions, LLC dba Best Invest4,095$269K0.21%13F-HRTimeline
WEDBUSH SECURITIES INC4,050$266K0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.3,900$256K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC3,844$253K<0.01%+213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,594$236K<0.01%+2,00513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,506$230K<0.01%new13F-HRTimelineGroup
Financial Advocates Investment Manageme…3,433$226K0.01%-2113F-HRTimeline
Jacobi Capital Management LLC3,328$219K0.02%+1413F-HRTimeline
Sigma Planning Corp3,303$217K0.01%-1,00613F-HRTimeline
RFP Financial Group LLC3,213$211K0.08%013F-HRTimeline
Nova Wealth Management, Inc.3,162$208K0.18%13F-HRTimeline
Focus Financial Network, Inc.3,098$204K0.01%+1013F-HRTimeline
Sanctuary Wealth Management, L.L.C.2,739$180K0.12%-27513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,639$173K<0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc2,112$139K0.05%013F-HRTimeline
PRIVATE TRUST CO NA1,748$115K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC1,637$108K0.03%+1113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,484$97.5K<0.01%+15213F-HRTimelineGroup
IFP Advisors, Inc1,447$95.1K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,154$76K<0.01%013F-HRTimelineGroup
COMERICA BANK1,113$73.2K<0.01%-1,00013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC993$65.2K<0.01%+71513F-HRTimelineGroup
FMR LLCin group FMR LLC946$62.2K<0.01%+16513F-HRTimelineGroup
MAI Capital Management867$57K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC852$56K<0.01%+25213F-HRTimeline
WealthShield Partners, LLC790$51.9K0.01%013F-HRTimeline
Anchor Investment Management, LLC713$46.9K<0.01%+15113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\662$43.5K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/661$43.4K<0.01%-32113F-HRTimelineGroup
First Horizon Advisors, Inc.658$43.2K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV645$42.4K<0.01%+413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC600$39.4K0.01%013F-HRTimeline
SIGNATUREFD, LLC580$38.1K<0.01%013F-HRTimeline
AE Wealth Management LLC560$36.8K<0.01%new13F-HRTimeline
Larson Financial Group LLC518$34K<0.01%+22813F-HRTimeline
Main Street Group, LTD452$29.7K0.01%-17813F-HRTimeline
Arax Advisory Partners392$25.8K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management300$19.7K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC276$18.1K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…250$16.8K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…224$14.7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC211$13.9K<0.01%+11113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.198$13K<0.01%new13F-HRTimelineGroup
PSI Advisors, LLC118$7.76K<0.01%013F-HRTimeline
Peoples Bank/KS110$7.23K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC73$4K<0.01%new13F-HRTimeline
Householder Group Estate & Retirement S…60$3K<0.01%-22613F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …37$2.43K<0.01%+913F-HRTimelineGroup
Avior Wealth Management, LLC20$1.31K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3$243<0.01%-713F-HRTimelineGroup