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Disclosery

RSPU INVESCO EXCHANGE TRADED FD T

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S&P500 EQL UTL (fund)

110 managers (111 13F filers) reported a position in RSPU shares at 2025-06-30, 5,810,045 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
110
13F filers
111
New
10
Added
37
Reduced
34
Sold out
8
Shares held by filers
5,810,045

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
LPL Financial LLC534,607$38M0.01%+159,49913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/412,381$29.3M<0.01%+350,17413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY209,583$14.9M<0.01%+8,77313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.155,569$11.1M0.02%+16,67413F-HR/ATimelineGroup
NewEdge Advisors, LLC110,055$7.83M0.04%+40,15913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC108,611$7.72M<0.01%+4,06013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC102,774$7.31M0.04%+16,47613F-HRTimelineGroup
ALETHEA CAPITAL MANAGEMENT, LLC93,989$6.68M5.06%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC85,422$6.08M1.22%+17,09313F-HRTimeline
Cambridge Investment Research Advisors,…82,122$5.84M0.02%-2,14813F-HRTimeline
Uniting Wealth Partners, LLC70,744$5.03M1.95%-63,09513F-HRTimeline
Atria Wealth Solutions, Inc.58,398$4.15M0.09%-129,24513F-HRTimeline
WealthCare Investment Partners, LLC45,245$3.22M1.16%-40813F-HRTimeline
Proficio Capital Partners LLC2,824,217$3.13M0.19%new13F-HRTimeline
Advisory Services Network, LLC40,318$3.02M0.05%-6,63313F-HRTimeline
Friedenthal Financial40,192$2.86M1.57%+83213F-HRTimeline
Bogart Wealth, LLC36,849$2.62M0.11%+36,60913F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC35,706$2.54M0.26%-3,00113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC35,686$2.54M<0.01%+5,07813F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.35,588$2.53M1.71%+10,52813F-HRTimeline
UBS Group AGin group UBS Group AG33,849$2.41M<0.01%-42,62013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.33,697$2.4M<0.01%+17,02613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA32,947$2.34M<0.01%+24,86313F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC31,435$2.24M<0.01%-1,41413F-HRTimelineGroup
Jackson Wealth Management, LLC31,321$2.23M0.24%-1,05113F-HRTimeline
Dakota Wealth Management30,082$2.14M0.05%-48,84913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding29,984$2.13M+2,110Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN28,623$2.04M<0.01%+3,14513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC28,002$1.99M<0.01%+9,68813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,873$1.63M<0.01%-38713F-HRTimelineGroup
Farther Finance Advisors, LLC19,434$1.38M0.03%-35013F-HRTimeline
MFA Wealth Services19,154$1.36M1.02%-17413F-HRTimeline
Geneos Wealth Management Inc.18,200$1.29M0.03%-17,94013F-HRTimeline
Ausdal Financial Partners, Inc.16,381$1.17M0.08%+8,47013F-HRTimeline
Flaharty Asset Management, LLC15,889$1.13M0.15%+39913F-HR/ATimeline
Private Advisor Group, LLC15,057$1.07M0.01%-1,56713F-HRTimeline
American Trust14,124$1M0.09%new13F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.13,737$977K0.4%-50113F-HRTimeline
Cetera Investment Advisers12,744$906K<0.01%-6,83613F-HRTimeline
Pacific Sun Financial Corp12,516$890K0.46%013F-HRTimeline
Waverly Advisors, LLC12,442$885K0.01%-1,06413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,941$849K0.02%+13313F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…11,596$825K0.01%-2713F-HRTimelineGroup
Advisory Alpha, LLC10,071$716K0.02%+21013F-HRTimeline
Stelac Advisory Services LLC9,912$705K0.27%013F-HRTimeline
Berger Financial Group, Inc9,675$688K0.04%+713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,887$632K<0.01%+7,12313F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,761$623K<0.01%-2,88513F-HRTimelineGroup
HighTower Advisors, LLC8,202$583K<0.01%+24313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …7,828$557K0.04%-38313F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,361$524K<0.01%-23,98413F-HRTimelineGroup
Sage Capital Management, LLC7,283$518K0.25%+4413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,321$518K<0.01%+2,01913F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC7,005$498K0.2%013F-HRTimeline
Walker Asset Management, LLC6,164$438K0.25%-23413F-HRTimeline
Global Retirement Partners, LLC5,644$401K0.01%13F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.5,110$383K0.21%new13F-HRTimeline
SCOTIA CAPITAL INC.5,269$375K<0.01%-3,47713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,135$365K<0.01%-32313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,972$354K<0.01%+213F-HRTimelineGroup
Clearstead Advisors, LLC4,777$340K<0.01%-19013F-HRTimeline
Nova Wealth Management, Inc.4,650$331K0.24%+26213F-HRTimeline
HARBOUR INVESTMENTS, INC.4,588$326K0.01%-16013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,107$293K<0.01%-99,85013F-HRTimeline
WEDBUSH SECURITIES INC4,000$284K0.01%013F-HRTimeline
Allen Capital Group, LLC3,966$282K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC3,855$274K<0.01%+913F-HRTimeline
Fearless Solutions, LLC dba Best Invest3,463$246K0.17%-21213F-HRTimeline
Focus Financial Network, Inc.3,119$222K0.01%+1013F-HRTimeline
Janney Montgomery Scott LLC3,098$220K<0.01%new13F-HRTimeline
Jacobi Capital Management LLC3,060$218K0.01%+1513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,999$213K0.01%new13F-HRTimeline
Financial Perspectives, Inc2,112$150K0.05%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,994$142K<0.01%+1313F-HRTimelineGroup
PRIVATE TRUST CO NA1,748$124K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC1,658$118K0.03%+1013F-HRTimeline
Steward Partners Investment Advisory, L…1,527$109K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,500$107K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,154$82K<0.01%013F-HRTimelineGroup
COMERICA BANK1,091$77.6K<0.01%013F-HRTimeline
Sound Income Strategies, LLC1,031$73.3K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,002$71.3K<0.01%+913F-HRTimelineGroup
MAI Capital Management867$61.7K<0.01%-2213F-HRTimeline
IFP Advisors, Inc800$56.9K<0.01%013F-HRTimeline
WealthShield Partners, LLC790$56.2K0.01%013F-HRTimeline
FMR LLCin group FMR LLC728$51.7K<0.01%+9613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\662$47.1K<0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.658$46.8K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV653$46.5K<0.01%+413F-HRTimeline
Financial Freedom, LLC647$46K0.02%new13F-HRTimeline
SIGNATUREFD, LLC580$41.2K<0.01%013F-HRTimeline
AE Wealth Management LLC566$40.2K<0.01%+313F-HRTimeline
Larson Financial Group LLC518$36.8K<0.01%013F-HRTimeline
Anchor Investment Management, LLC503$35.8K<0.01%-6213F-HRTimeline
Main Street Group, LTD452$32.1K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.408$29K0.03%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/401$28.5K<0.01%-7813F-HR/ATimelineGroup
Arax Advisory Partners392$27.9K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management300$21.3K<0.01%013F-HRTimelineGroup
Allworth Financial LP285$20.3K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC276$19.6K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…129$9.17K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC100$7.11K<0.01%013F-HRTimeline
CX Institutional60$4K<0.01%-3,14713F-HR/ATimeline
Financial Network Wealth Advisors LLC38$2.7K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …32$2.28K<0.01%13F-HRTimelineGroup
AlphaCore Capital LLC13$925<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3$273<0.01%013F-HRTimelineGroup
Blue Trust, Inc.1$45<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.