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Disclosery

SPGP INVESCO EXCHANGE TRADED FD T

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S&P 500 GARP ETF (fund)

302 managers (304 13F filers) reported a position in SPGP shares at 2026-06-30, 10,530,718 shares in all. 21 filers opened a position and 15 filers sold out during the quarter.

Managers
302
13F filers
304
New
21
Added
74
Reduced
136
Sold out
15
Shares held by filers
10,530,718

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Per Stirling Capital Management, LLC.2,726$333K0.03%013F-HRTimeline
Independence Bank of Kentucky2,700$330K0.04%013F-HRTimeline
Summit Financial Consulting LLC2,673$327K0.22%-13913F-HRTimeline
IFP Advisors, Inc2,646$324K0.01%-17213F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,645$323K0.08%013F-HRTimeline
MAI Capital Management2,609$319K<0.01%+1,67413F-HRTimeline
FORONJY FINANCIAL LLC2,575$315K0.12%-10,41313F-HRTimeline
NorthRock Partners, LLC2,561$313K<0.01%-19713F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,541$311K0.01%-6513F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,505$306K<0.01%-67813F-HRTimeline
Bawa N Mallick Trust2,500$306K0.1%013F-HRTimeline
Clearwater Capital Advisors, LLC2,464$301K0.02%013F-HRTimeline
First Heartland Consultants, Inc.2,453$300K0.02%-3513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,380$291K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC2,379$291K0.08%+513F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC2,359$289K0.14%+613F-HRTimeline
CAP Partners, LLC2,347$287K0.14%+1813F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,281$279K<0.01%013F-HRTimelineGroup
Wharton Business Group, LLC2,230$273K0.01%-41513F-HRTimeline
Tactive Advisors, LLC2,217$271K0.07%-4813F-HRTimeline
Trilogy Capital Inc.2,192$268K0.01%013F-HRTimeline
CVA Family Office, LLC2,175$266K0.02%-9313F-HRTimeline
ATX Financial Planning, LLC2,158$264K0.17%-41913F-HRTimeline
Larson Financial Group LLC2,148$263K0.01%+2,14613F-HRTimeline
Herold Advisors, Inc.2,071$253K0.05%-2,22413F-HRTimeline
West Branch Capital LLC2,055$251K0.06%013F-HRTimeline
Wagner Wealth Management, LLC2,022$247K0.05%+513F-HRTimeline
Uniting Wealth Partners, LLC2,021$247K0.05%013F-HRTimeline
Opal Wealth Advisors, LLC2,018$247K0.05%+2813F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,952$239K<0.01%-9213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,944$238K<0.01%013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,939$237K0.01%-1113F-HRTimelineGroup
BankPlus Wealth Management LLCin group BankPlus Trust Department1,917$234K0.11%-17613F-HRTimelineGroup
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC1,797$220K0.17%new13F-HRTimelineGroup
Parkway Wealth Management Group, LLC1,685$206K0.02%new13F-HRTimeline
Gladstone Institutional Advisory LLC1,679$205K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC1,629$199K0.03%013F-HRTimeline
BAYBAN1,500$183K0.14%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,396$171K0.01%013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC1,208$148K0.01%-18,03313F-HRTimeline
Federation des caisses Desjardins du Qu…1,120$137K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,111$136K<0.01%+47813F-HRTimeline
Financial Network Wealth Advisors LLC928$113K0.12%013F-HRTimeline
Continuum Advisory, LLC886$108K0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/830$101K<0.01%013F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS829$101K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC820$100K<0.01%-31513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/791$96.7K<0.01%-7513F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…776$94.9K<0.01%+4713F-HRTimelineGroup
Archer Investment Corp758$92.7K0.02%013F-HR/ATimeline
Elevated Capital Advisors, LLC683$83.5K0.02%013F-HRTimeline
NBZ Investment Advisors LLC511$62.5K0.02%013F-HRTimeline
Smartleaf Asset Management LLC498$61K<0.01%013F-HRTimeline
GGM Financial LLC454$55.6K0.02%+113F-HRTimeline
IAG Wealth Partners, LLC407$49.8K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA400$48.9K<0.01%-2213F-HRTimeline
IFG Advisory, LLC378$46.2K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…375$45.9K<0.01%013F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC369$45.2K<0.01%-32713F-HRTimeline
Aptus Capital Advisors, LLC360$44K<0.01%+11413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV339$41.5K<0.01%-2613F-HRTimeline
Pinnacle Bancorp, Inc.314$38.4K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.295$36.1K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC284$34.7K0.01%new13F-HRTimeline
CoreCap Advisors, LLC281$34.4K<0.01%013F-HRTimeline
AE Wealth Management LLC271$33.1K<0.01%+113F-HRTimeline
GAMMA Investing LLC237$29K<0.01%013F-HRTimeline
Kozak & Associates, Inc.229$28.3K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.217$26.6K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC203$24.8K<0.01%013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC180$22K<0.01%013F-HRTimeline
Copia Wealth Management155$19K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC140$17.1K<0.01%013F-HRTimeline
Biltmore Family Office, LLC136$16.6K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.129$15.8K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC118$14.4K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC110$13.5K<0.01%+413F-HRTimelineGroup
Park Place Capital Corp109$13.3K<0.01%013F-HRTimeline
Activest Wealth Management108$13.2K<0.01%013F-HRTimeline
Davis Capital Management104$12.7K0.01%013F-HRTimeline
Oakmont Advisory Group, LLC101$12.3K0.01%new13F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST100$12.2K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC100$12.2K<0.01%013F-HRTimeline
Tidemark, LLC83$10.2K<0.01%013F-HRTimeline
MCF Advisors LLC82$10K<0.01%+8113F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC80$9.86K<0.01%13F-HRTimeline
TD Capital Management LLC79$9.61K<0.01%+113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources60$7.34K<0.01%013F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.54$6.6K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC43$5.26K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.38$4.65K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.36$4.46K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…25$3.06K<0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.25$3.06K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC23$2.81K<0.01%013F-HRTimeline
VIMA LLC22$2.69K<0.01%13F-HRTimeline
Evolution Advisers, Inc.18$2K<0.01%013F-HRTimeline
MTM Investment Management, LLC12$1.47K<0.01%-8313F-HRTimeline
North Star Investment Management Corp.5$611<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …5$611<0.01%13F-HRTimelineGroup
AlphaCore Capital LLC4$489<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1$106<0.01%-3213F-HRTimeline