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Disclosery

RSPU INVESCO EXCHANGE TRADED FD T

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S&P500 EQL UTL (fund)

106 managers (107 13F filers) reported a position in RSPU shares at 2025-03-31, 2,634,097 shares in all. 14 filers opened a position and 13 filers sold out during the quarter.

Managers
106
13F filers
107
New
14
Added
38
Reduced
36
Sold out
13
Shares held by filers
2,634,097

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
LPL Financial LLC375,108$26.1M0.01%-5,43513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY200,810$14M<0.01%+17,81413F-HRTimelineGroup
Atria Wealth Solutions, Inc.187,643$13.1M0.16%-91613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.138,895$9.68M0.02%-34,79913F-HRTimelineGroup
Uniting Wealth Partners, LLC133,839$9.32M4.67%-65613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC104,551$7.28M<0.01%-1,95613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…103,957$7.24M0.01%+1,83713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding86,298$6.01M+4,597Timeline
Cambridge Investment Research Advisors,…84,270$5.87M0.02%+49413F-HRTimeline
Dakota Wealth Management78,931$5.5M0.13%-1,07013F-HRTimeline
UBS Group AGin group UBS Group AG76,469$5.33M<0.01%+41,58213F-HRTimelineGroup
NewEdge Advisors, LLC69,896$4.87M0.03%+20,28913F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC68,329$4.76M0.98%+32,45013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/62,207$4.33M<0.01%-1,73713F-HRTimelineGroup
Advisory Services Network, LLC46,951$3.27M0.06%-28,62113F-HRTimeline
WealthCare Investment Partners, LLC45,653$3.06M1.3%+67513F-HRTimeline
Friedenthal Financial39,360$2.74M1.64%-55213F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC38,707$2.7M0.27%-88613F-HRTimeline
Geneos Wealth Management Inc.36,140$2.52M0.04%+18,39013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC32,849$2.29M<0.01%+1,47013F-HRTimelineGroup
Jackson Wealth Management, LLC32,372$2.25M0.27%-9113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,345$2.18M<0.01%+19,04713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC30,608$2.13M<0.01%new13F-HR/ATimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP29,600$2.06M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding27,874$1.94M+5,271Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN25,478$1.77M<0.01%-56813F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.25,060$1.75M1.19%+18113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,260$1.62M<0.01%+2,40013F-HRTimelineGroup
Farther Finance Advisors, LLC19,784$1.38M0.04%+18,93213F-HRTimeline
Cetera Investment Advisers19,580$1.36M<0.01%-2,35613F-HRTimeline
MFA Wealth Services19,328$1.35M1.11%-2,08613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,314$1.28M<0.01%-46013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.16,671$1.16M<0.01%-97113F-HRTimelineGroup
Private Advisor Group, LLC16,624$1.16M0.01%+1,82713F-HRTimeline
Flaharty Asset Management, LLC15,490$1.08M0.16%+913F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.14,238$992K0.45%+2813F-HRTimeline
Waverly Advisors, LLC13,506$941K0.01%-7413F-HRTimeline
Pacific Sun Financial Corp12,516$872K0.5%-26613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,808$822K0.02%+1,65813F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,646$811K<0.01%-1,30013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…11,623$810K0.01%new13F-HRTimelineGroup
Stelac Advisory Services LLC9,912$690K0.28%013F-HRTimeline
Advisory Alpha, LLC9,861$687K0.02%+39113F-HR/ATimeline
Berger Financial Group, Inc9,668$673K0.05%-1,22213F-HRTimeline
SCOTIA CAPITAL INC.8,746$609K<0.01%+1,02713F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,211$574K0.05%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,084$563K<0.01%+2,70313F-HR/ATimelineGroup
HighTower Advisors, LLC7,959$554K<0.01%+2,54813F-HRTimeline
Ausdal Financial Partners, Inc.7,911$551K0.04%+3,23213F-HRTimeline
Sage Capital Management, LLC7,239$504K0.27%+4513F-HRTimeline
Joseph P. Lucia & Associates, LLC7,005$488K0.22%-10013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,535$455K0.01%+3,89613F-HRTimelineGroup
Walker Asset Management, LLC6,398$446K0.27%-9113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,458$380K<0.01%-1,07813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,302$365K<0.01%+1,70813F-HR/ATimelineGroup
Delos Wealth Advisors, LLC5,216$363K0.29%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,970$346K<0.01%+81613F-HRTimelineGroup
Clearstead Advisors, LLC4,967$346K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,748$331K0.01%+3113F-HRTimeline
Nova Wealth Management, Inc.4,388$306K0.26%+1,22613F-HR/ATimeline
WEDBUSH SECURITIES INC4,000$279K0.01%-5013F-HRTimeline
Allen Capital Group, LLC3,966$276K0.03%-19813F-HRTimeline
B. Riley Wealth Advisors, Inc.3,900$272K0.01%013F-HRTimeline
Integrated Wealth Concepts LLC3,846$268K<0.01%+213F-HRTimeline
Fearless Solutions, LLC dba Best Invest3,675$256K0.2%-42013F-HRTimeline
Financial Advocates Investment Manageme…3,324$232K0.02%-10913F-HRTimeline
CX Institutional3,207$223K0.01%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,174$221K0.01%new13F-HRTimeline
Sigma Planning Corp3,136$218K0.01%-16713F-HRTimeline
Focus Financial Network, Inc.3,109$217K0.01%+1113F-HRTimeline
Jacobi Capital Management LLC3,045$212K0.02%-28313F-HRTimeline
Financial Perspectives, Inc2,112$147K0.05%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,981$128K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,764$123K<0.01%+28013F-HRTimelineGroup
PRIVATE TRUST CO NA1,748$122K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC1,648$115K0.03%+1113F-HRTimeline
Steward Partners Investment Advisory, L…1,527$106K<0.01%+1,30313F-HRTimeline
HHM Wealth Advisors, LLC1,500$104K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,154$80K<0.01%013F-HRTimelineGroup
COMERICA BANK1,091$76K<0.01%-2213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC993$65.2K<0.01%013F-HRTimelineGroup
MAI Capital Management889$61.9K<0.01%+2213F-HRTimeline
IFP Advisors, Inc800$55.7K<0.01%-64713F-HRTimeline
WealthShield Partners, LLC790$55K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\662$46.1K<0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.658$45.8K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV649$45.2K<0.01%+413F-HRTimeline
FMR LLCin group FMR LLC632$44.1K<0.01%-31413F-HRTimelineGroup
SIGNATUREFD, LLC580$40.4K<0.01%013F-HRTimeline
Anchor Investment Management, LLC565$39.3K<0.01%-14813F-HRTimeline
AE Wealth Management LLC563$39.2K<0.01%+313F-HRTimeline
Larson Financial Group LLC518$36.1K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/479$33.4K<0.01%-18213F-HRTimelineGroup
Main Street Group, LTD452$31.5K0.01%013F-HRTimeline
Arax Advisory Partners392$27.3K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management300$20.9K<0.01%013F-HRTimelineGroup
Allworth Financial LP285$19.8K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC276$19.2K<0.01%013F-HRTimeline
Bogart Wealth, LLC240$16.7K<0.01%new13F-HRTimeline
Peoples Bank/KS110$7.66K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC100$6.96K<0.01%-11113F-HRTimeline
Financial Network Wealth Advisors LLC38$2.65K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …37$2.58K<0.01%13F-HRTimelineGroup
AlphaCore Capital LLC13$905<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3$258<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-25013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.