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Disclosery

SPGP INVESCO EXCHANGE TRADED FD T

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S&P 500 GARP ETF (fund)

336 managers (340 13F filers) reported a position in SPGP shares at 2024-12-31, 25,028,363 shares in all. 20 filers opened a position and 33 filers sold out during the quarter.

Managers
336
13F filers
340
New
20
Added
88
Reduced
147
Sold out
33
Shares held by filers
25,028,363

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
Whipplewood Advisors, LLC4,761$499K0.28%13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,673$490K0.07%+17713F-HRTimeline
HARBOUR INVESTMENTS, INC.4,544$477K0.01%-38313F-HRTimeline
GG Group Ventures, LLC4,536$476K0.63%-1,34813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,497$472K0.01%+12913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,461$468K0.01%-12613F-HRTimelineGroup
CAPITAL ADVISORY GROUP ADVISORY SERVICE…4,329$454K0.16%-1913F-HRTimeline
Jacobi Capital Management LLC4,329$454K0.03%+37313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,304$451K<0.01%-154,78213F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…4,178$438K0.01%-52213F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,000$420K0.03%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,934$413K<0.01%+80813F-HRTimelineGroup
Fairscale Capital, LLC3,843$403K0.35%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC3,677$396K0.14%13F-HRTimeline
CIBC WORLD MARKET INC.3,772$396K<0.01%+1,38113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,619$380K0.01%new13F-HRTimeline
Integras Partners LLC3,588$376K0.32%13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC3,523$369K0.17%+35513F-HRTimeline
Advance Capital Management, Inc.3,366$353K0.02%-1,74513F-HRTimeline
Opulen Financial Group LLC3,323$349K0.32%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,254$342K0.01%-9213F-HRTimelineGroup
Manhattan West Asset Management, LLC3,239$340K0.09%-1,35413F-HRTimeline
SPINNAKER TRUST3,198$335K0.02%-2,01313F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC3,154$331K0.58%13F-HRTimeline
Keeler Thomas Management LLC3,135$329K0.12%-66113F-HRTimeline
Per Stirling Capital Management, LLC.3,120$327K0.05%-2,30713F-HRTimeline
Arete Wealth Advisors, LLC3,119$327K0.02%+15513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…3,082$323K0.01%-213F-HRTimelineGroup
Verum Partners LLC3,021$317K0.09%+1213F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY3,016$316K0.35%13F-HRTimeline
Glass Jacobson Investment Advisors llc2,981$313K0.1%-3913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GRIMES & Co WEALTH MANAGEMENT, LLC2,867$301K0.01%-1913F-HRTimeline
Wharton Business Group, LLC2,830$297K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC2,761$290K<0.01%+62513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,730$286K<0.01%+73013F-HRTimelineGroup
Independence Bank of Kentucky2,700$283K0.04%new13F-HRTimeline
Koshinski Asset Management, Inc.2,679$281K0.03%013F-HRTimeline
FLP Wealth Management, LLC2,659$279K0.71%13F-HRTimeline
West Branch Capital LLC2,503$263K0.08%-1513F-HRTimeline
Bawa N Mallick Trust2,500$262K0.12%13F-HRTimeline
Nvest Financial, LLC2,469$259K0.13%-49913F-HRTimeline
Clearwater Capital Advisors, LLC2,464$258K0.03%013F-HRTimeline
Wagner Wealth Management, LLC2,460$258K0.07%-313F-HRTimeline
Old North State Wealth Management, LLC2,440$256K0.14%+2513F-HRTimeline
Orion Porfolio Solutions, LLC2,410$253K<0.01%+8013F-HRTimeline
Orion Portfolio Solutions, LLC2,410$253K<0.01%+8013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,352$247K<0.01%new13F-HRTimelineGroup
SARD WEALTH MANAGEMENT GROUP, LLC2,346$246K0.17%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,345$246K0.13%+913F-HRTimeline
PRIVATE TRUST CO NA2,329$244K0.03%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,324$244K<0.01%-6913F-HRTimelineGroup
Cadence Bank2,281$239K0.02%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,279$239K<0.01%+18513F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC2,196$230K0.04%-1,09613F-HRTimeline
Lifeworks Advisors, LLC2,168$227K0.04%-45413F-HRTimeline
Detalus Advisors, LLC2,158$226K0.07%-92813F-HRTimeline
PFG Investments, LLC2,156$226K0.01%-10613F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC2,120$222K0.17%13F-HRTimeline
Lion Street Advisors, LLC2,075$218K0.07%-43313F-HRTimeline
Formidable Asset Management, LLC2,073$217K0.04%-63613F-HRTimeline
Savvy Advisors, Inc.2,066$217K0.03%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,064$216K<0.01%+1,54313F-HRTimelineGroup
Darwin Wealth Management, LLC1,978$208K0.07%-30713F-HR/ATimeline
Austin Asset Management Co Inc1,965$206K0.04%013F-HRTimeline
EP Wealth Advisors, LLC1,962$206K<0.01%013F-HRTimeline
SMITH, MOORE & CO.1,962$206K0.02%-61013F-HRTimeline
Collaborative Wealth Managment Inc.1,954$205K0.09%013F-HRTimeline
WEDBUSH SECURITIES INC1,942$204K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,619$169K0.01%-213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,538$161K<0.01%-71513F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,500$157K<0.01%013F-HR/ATimelineGroup
ROTHSCHILD INVESTMENT LLC1,396$146K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,262$132K0.01%-7013F-HRTimeline
Continuum Advisory, LLC1,246$131K0.02%+6413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,234$129K0.01%013F-HRTimelineGroup
Fairway Wealth LLC1,215$127K0.06%013F-HRTimeline
Vermillion & White Wealth Management Gr…1,195$125K0.09%013F-HRTimeline
GeoWealth Management, LLC1,169$123K<0.01%-100,09513F-HRTimeline
Sandy Spring Bank1,126$118K<0.01%+60713F-HRTimeline
Federation des caisses Desjardins du Qu…1,120$117K<0.01%-70513F-HRTimeline
Arax Advisory Partners970$102K0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC928$97.3K0.18%013F-HRTimeline
Aptus Capital Advisors, LLC922$96.7K<0.01%+71713F-HRTimeline
MAI Capital Management800$83.9K<0.01%new13F-HRTimeline
Archer Investment Corp758$79.5K0.02%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …703$73.7K0.02%-813F-HRTimelineGroup
First Command Advisory Services, Inc.700$73.4K<0.01%-11813F-HRTimeline
Tidemark, LLC690$72.4K0.03%-38413F-HRTimeline
GPS Wealth Strategies Group, LLC688$72.2K0.01%013F-HRTimeline
CoreCap Advisors, LLC675$70.8K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…649$68K0.05%-48613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC607$63.7K<0.01%+28113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…557$61.7K<0.01%-1213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.578$61.4K<0.01%+16313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/580$60.8K<0.01%+1813F-HRTimelineGroup
CVA Family Office, LLC558$58.5K0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.486$51K0.02%+113F-HRTimeline
IAG Wealth Partners, LLC407$42.7K0.01%013F-HRTimeline
Transce3nd, LLC406$42.6K0.01%13F-HRTimeline
Synergy Investment Management, LLC405$42.5K0.02%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…393$41.2K0.01%+10013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…375$39.3K<0.01%013F-HRTimelineGroup
Avior Wealth Management, LLC303$31.8K<0.01%+213F-HRTimeline
Park Place Capital Corp285$29.9K0.01%-3013F-HRTimeline
Sound Income Strategies, LLC260$27.3K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC253$26.5K<0.01%-45313F-HRTimeline
GAMMA Investing LLC241$25.3K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC236$24.8K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC230$24.1K<0.01%013F-HRTimeline
Kozak & Associates, Inc.225$23.9K0.01%+113F-HRTimeline
BLAIR WILLIAM & CO/IL203$21.3K<0.01%+113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC200$21K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC180$18.9K<0.01%-6613F-HRTimeline
SJS Investment Consulting Inc.165$17.3K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC141$14.8K0.01%-2313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.135$14.2K<0.01%-5013F-HRTimelineGroup
Davis Capital Management102$10.7K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC100$10.5K0.01%13F-HRTimeline
Copia Wealth Management79$8.29K0.01%13F-HRTimeline
TD Capital Management LLC77$8.11K<0.01%new13F-HRTimeline
MTM Investment Management, LLC70$7.34K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC57$5.98K<0.01%013F-HRTimeline
Richardson Capital Management LLC56$5.87K<0.01%013F-HRTimeline
WR Wealth Planners, LLC50$5.24K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.38$3.99K<0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.25$2.62K<0.01%013F-HRTimeline
North Ridge Wealth Advisors, Inc.17$1.78K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.17$1.78K<0.01%13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.16$1.68K<0.01%013F-HRTimeline
Evolution Advisers, Inc.18$1K<0.01%013F-HRTimeline
Operose Advisors LLC9$966<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5$524<0.01%+213F-HRTimelineGroup
Larson Financial Group LLC2$214<0.01%013F-HRTimeline
MCF Advisors LLC1$95<0.01%013F-HRTimeline
REAP Financial Group, LLC0$33<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC0$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.