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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 2025-09-30, 2,969,263 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
109
13F filers
110
New
9
Added
50
Reduced
27
Sold out
7
Shares held by filers
2,969,263

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC562,579$43.1M0.01%+27,97213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/455,046$34.9M<0.01%+42,66513F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY197,282$15.1M<0.01%-12,30113F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.153,984$11.5M0.02%-1,58513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC128,887$9.88M<0.01%+20,27613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC110,829$8.5M0.04%+8,05513F-HRTimelineGroup
NewEdge Advisors, LLC94,093$7.21M0.03%-15,96213F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC91,967$7.05M1.33%+6,54513F-HRTimeline
Cambridge Investment Research Advisors,…87,903$6.74M0.02%+5,78113F-HRTimeline
Uniting Wealth Partners, LLC71,591$5.49M1.3%+84713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN48,455$3.71M<0.01%+19,83213F-HRTimelineGroup
WealthCare Investment Partners, LLC46,571$3.59M1.17%+1,32613F-HRTimeline
UBS Group AGin group UBS Group AG43,941$3.37M<0.01%+10,09213F-HRTimelineGroup
Friedenthal Financial41,690$3.2M1.65%+1,49813F-HRTimeline
Advisory Services Network, LLC41,262$3.16M0.05%+94413F-HRTimeline
Bogart Wealth, LLC38,154$2.92M0.12%+1,30513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.37,627$2.88M1.85%+2,03913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC35,392$2.71M<0.01%+3,95713F-HRTimelineGroup
LIBERTY ONE INVESTMENT MANAGEMENT, LLC34,957$2.68M0.15%-74913F-HRTimeline
Dakota Wealth Management32,457$2.49M0.05%+2,37513F-HR/ATimeline
Jackson Wealth Management, LLC32,116$2.46M0.25%+79513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding31,457$2.41M+1,473Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,735$1.97M<0.01%+2,86213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,846$1.9M<0.01%+24,84313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC24,476$1.88M<0.01%-3,52613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,816$1.75M<0.01%-10,13113F-HRTimelineGroup
Farther Finance Advisors, LLC20,224$1.55M0.02%+79013F-HRTimeline
MFA Wealth Services18,315$1.4M0.97%-83913F-HRTimeline
Geneos Wealth Management Inc.18,233$1.4M0.04%+3313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,116$1.31M<0.01%-16,58113F-HRTimelineGroup
Ausdal Financial Partners, Inc.16,496$1.26M0.06%+11513F-HRTimeline
Flaharty Asset Management, LLC16,399$1.26M0.16%+51013F-HRTimeline
Cetera Investment Advisers15,948$1.22M<0.01%+3,20413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,852$1.14M<0.01%+5,96513F-HRTimelineGroup
Private Advisor Group, LLC14,811$1.14M0.01%-24613F-HRTimeline
American Trust14,315$1.1M0.09%+19113F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.13,903$1.07M0.39%+16613F-HRTimeline
Pacific Sun Financial Corp12,516$959K0.46%013F-HRTimeline
Waverly Advisors, LLC12,446$954K0.01%+413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…11,821$906K0.02%-12013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…11,517$883K0.01%-7913F-HRTimelineGroup
SCOTIA CAPITAL INC.11,020$845K<0.01%+5,75113F-HRTimeline
Advisory Alpha, LLC10,562$810K0.02%+49113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,626$806K<0.01%+3,30513F-HRTimelineGroup
Stelac Advisory Services LLC9,912$760K0.26%013F-HRTimeline
Berger Financial Group, Inc9,697$743K0.04%+2213F-HRTimeline
Financial Freedom, LLC9,522$730K0.36%+8,87513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,454$725K<0.01%+2,09313F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.8,361$641K<0.01%-40013F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth8,125$623K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC7,992$613K<0.01%-21013F-HRTimeline
Sage Capital Management, LLC7,328$562K0.25%+4513F-HRTimeline
Joseph P. Lucia & Associates, LLC7,005$537K0.2%013F-HRTimeline
Walker Asset Management, LLC6,517$500K0.28%+35313F-HRTimeline
Global Retirement Partners, LLC5,655$434K0.01%+1113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,096$391K<0.01%-3913F-HRTimelineGroup
BROOKS, MOORE & ASSOCIATES, INC.5,035$386K0.2%-7513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,994$383K<0.01%+2213F-HRTimelineGroup
Merit Financial Group, LLC4,774$366K<0.01%new13F-HR/ATimeline
Nova Wealth Management, Inc.4,536$348K0.24%-11413F-HRTimeline
Clearstead Advisors, LLC4,498$345K0.01%-27913F-HRTimeline
HARBOUR INVESTMENTS, INC.4,312$331K0.01%-27613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,289$329K0.02%+1,29013F-HRTimeline
WEDBUSH SECURITIES INC4,000$307K0.01%013F-HRTimeline
Allen Capital Group, LLC3,966$304K0.03%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…3,836$301K<0.01%-27113F-HRTimeline
Integrated Wealth Concepts LLC3,850$295K<0.01%-513F-HRTimeline
Fearless Solutions, LLC dba Best Invest3,433$263K0.17%-3013F-HRTimeline
Focus Financial Network, Inc.3,129$240K0.01%+1013F-HRTimeline
Jacobi Capital Management LLC3,075$236K0.01%+1513F-HRTimeline
Perigon Wealth Management, LLC3,014$231K<0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,982$229K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC2,978$228K<0.01%-12013F-HRTimeline
ALETHEA CAPITAL MANAGEMENT, LLC2,872$220K0.14%-91,11713F-HRTimeline
Quantinno Capital Management LP2,802$215K<0.01%new13F-HRTimeline
First Heartland Consultants, Inc.2,661$204K0.02%new13F-HRTimeline
Financial Perspectives, Inc2,112$162K0.04%013F-HRTimeline
PRIVATE TRUST CO NA1,748$134K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC1,669$128K0.03%+1113F-HRTimeline
Steward Partners Investment Advisory, L…1,527$117K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,500$115K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,154$88K<0.01%013F-HRTimelineGroup
COMERICA BANK1,091$83.6K<0.01%013F-HRTimeline
Sound Income Strategies, LLC1,031$80.8K<0.01%013F-HRTimeline
Allworth Financial LP955$73.2K<0.01%+67013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC896$68.7K<0.01%-10613F-HRTimelineGroup
IFP Advisors, Inc800$61.3K<0.01%013F-HR/ATimeline
WealthShield Partners, LLC790$60.6K0.01%013F-HRTimeline
FMR LLCin group FMR LLC753$57.7K<0.01%+2513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\662$50.7K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV658$50.4K<0.01%+513F-HRTimeline
MAI Capital Management603$46.2K<0.01%-26413F-HRTimeline
SIGNATUREFD, LLC580$44.4K<0.01%013F-HRTimeline
AE Wealth Management LLC569$43.6K<0.01%+313F-HRTimeline
Larson Financial Group LLC518$39.7K<0.01%013F-HRTimeline
Anchor Investment Management, LLC504$38.6K<0.01%+113F-HRTimeline
Main Street Group, LTD452$34.6K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.411$31.5K0.03%+313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/375$28.7K<0.01%-2613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management300$23K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC276$21.2K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC100$7.67K<0.01%013F-HRTimeline
CX Institutional94$7K<0.01%+3413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC87$6.67K<0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC38$2.91K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …28$2.15K<0.01%13F-HRTimelineGroup
SIMPLEX TRADING, LLC34$2K<0.01%new13F-HRTimeline
AlphaCore Capital LLC13$997<0.01%013F-HRTimeline
HOWE & RUSLING INC2$157<0.01%new13F-HRTimeline