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Disclosery

SPGP INVESCO EXCHANGE TRADED FD T

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S&P 500 GARP ETF (fund)

313 managers (316 13F filers) reported a position in SPGP shares at 2025-06-30, 16,234,048 shares in all. 20 filers opened a position and 27 filers sold out during the quarter.

Managers
313
13F filers
316
New
20
Added
75
Reduced
171
Sold out
27
Shares held by filers
16,234,048

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
US BANCORP \DE\in group US BANCORP \DE\3,231$348K<0.01%-1,95113F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK3,230$348K<0.01%+50013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,116$336K0.01%+32113F-HRTimelineGroup
PUFF WEALTH MANAGEMENT, LLC3,100$334K0.55%-3613F-HRTimeline
Summit Financial Consulting LLC3,064$330K0.3%-1913F-HRTimeline
Verum Partners LLC3,044$328K0.08%+1013F-HRTimeline
Gladstone Institutional Advisory LLC2,981$321K0.01%-24713F-HRTimeline
Andina Capital Management, LLC2,934$316K0.22%-3,14413F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,885$311K0.01%013F-HRTimeline
Wharton Business Group, LLC2,830$305K0.01%013F-HRTimeline
Merit Financial Group, LLC2,817$303K<0.01%+18013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,816$303K0.02%-257,00113F-HRTimeline
Per Stirling Capital Management, LLC.2,726$294K0.04%-39413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,722$293K0.01%-3813F-HRTimeline
PKS Advisory Services, LLC2,717$293K0.07%-3813F-HRTimeline
Independence Bank of Kentucky2,700$291K0.04%013F-HRTimeline
Nvest Financial, LLC2,682$289K0.15%-6913F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,645$285K0.1%-1,03213F-HRTimeline
Trilogy Capital Inc.2,631$283K0.01%-40,07513F-HRTimeline
Bawa N Mallick Trust2,500$269K0.11%013F-HRTimeline
West Branch Capital LLC2,459$265K0.08%-4413F-HRTimeline
CIBC WORLD MARKET INC.2,433$262K<0.01%-1,36113F-HRTimeline
CAP Partners, LLC2,426$261K0.16%+11613F-HRTimeline
Clearwater Capital Advisors, LLC2,391$258K0.02%-7313F-HRTimeline
CVA Family Office, LLC2,390$257K0.04%-37213F-HRTimeline
Kingsview Wealth Management, LLC2,364$255K<0.01%-2,69913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,349$253K<0.01%+78413F-HRTimelineGroup
SARD WEALTH MANAGEMENT GROUP, LLC2,346$253K0.16%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC2,297$247K<0.01%013F-HR/ATimelineGroup
Cadence Bank2,281$246K0.02%013F-HRTimeline
Old North State Wealth Management, LLC2,252$243K0.13%+813F-HRTimeline
Fairway Wealth LLC2,262$243K0.08%+1,04713F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department2,164$233K0.15%-29413F-HRTimelineGroup
49 WEALTH MANAGEMENT, LLC2,162$233K0.02%-4,21813F-HRTimeline
GRIES FINANCIAL LLC2,141$231K0.04%-39613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,143$231K0.01%-92113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.2,130$229K<0.01%+1,99513F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co2,105$227K<0.01%013F-HRTimelineGroup
OneDigital Investment Advisors LLC2,101$226K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC2,093$225K0.08%+11513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,064$222K<0.01%013F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…2,055$221K0.01%-20213F-HRTimelineGroup
Wagner Wealth Management, LLC2,004$216K0.05%-46113F-HRTimeline
Oder Investment Management, LLC1,970$212K0.16%-9413F-HRTimeline
EP Wealth Advisors, LLC1,962$211K<0.01%-24913F-HRTimeline
Detalus Advisors, LLC1,961$211K0.06%-19913F-HRTimeline
Vestmark Advisory Solutions, Inc.1,935$208K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,925$207K0.04%new13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC1,895$204K0.13%-22513F-HRTimeline
WEDBUSH SECURITIES INC1,885$203K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC1,864$201K<0.01%-51513F-HRTimeline
Sunbelt Securities, Inc.1,619$170K0.01%-16013F-HRTimeline
Vermillion & White Wealth Management Gr…1,528$165K0.11%+75413F-HRTimeline
Scarborough Advisors, LLC1,412$152K0.03%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,396$150K0.01%013F-HRTimeline
AE Wealth Management LLC1,332$143K<0.01%-49713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,135$122K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,120$121K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC928$99.9K0.12%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…914$98.5K0.01%-3,69513F-HRTimelineGroup
GPS Wealth Strategies Group, LLC904$97.4K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV817$88K0.01%+213F-HRTimeline
MAI Capital Management800$86.2K<0.01%-513F-HRTimeline
Archer Investment Corp758$81.6K0.02%013F-HRTimeline
First Command Advisory Services, Inc.730$78.6K<0.01%+3013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.650$70K<0.01%+23513F-HRTimelineGroup
Arlington Trust Co LLCin group Arlington Trust Co LLC600$64.6K0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/530$57.1K<0.01%013F-HR/ATimelineGroup
Arax Advisory Partners505$54.3K<0.01%-19813F-HRTimeline
Aptus Capital Advisors, LLC449$48.4K<0.01%-29313F-HRTimeline
IAG Wealth Partners, LLC407$43.8K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…375$40.4K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources315$33.9K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.312$33.6K0.01%+113F-HRTimeline
CoreCap Advisors, LLC281$30.3K<0.01%-39413F-HRTimeline
Larson Financial Group LLC280$30.2K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…263$28.3K<0.01%013F-HRTimeline
Tidemark, LLC251$27K0.01%-18113F-HRTimeline
GAMMA Investing LLC237$25.5K<0.01%013F-HRTimeline
Kozak & Associates, Inc.227$24.7K0.01%+113F-HRTimeline
Harbor Asset Planning, Inc.215$23.2K0.02%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC203$21.9K<0.01%-42013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC180$19.4K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC178$19.2K<0.01%-86613F-HRTimelineGroup
Copia Wealth Management155$16.7K0.01%+7613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC140$15.1K<0.01%-6013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …134$14.4K<0.01%13F-HRTimelineGroup
Richard W. Paul & Associates, LLC112$12.1K<0.01%+913F-HRTimeline
Park Place Capital Corp109$11.9K<0.01%013F-HRTimeline
Midwest Capital Advisors, LLC100$10.8K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC100$10.8K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC96$10.3K<0.01%+9613F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC96$10.3K<0.01%-313F-HRTimeline
MTM Investment Management, LLC95$10.2K<0.01%013F-HRTimeline
TD Capital Management LLC78$8.39K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.54$5.82K0.01%13F-HRTimeline
SIGNATUREFD, LLC51$5.49K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC49$5.24K<0.01%new13F-HRTimeline
Richardson Capital Management LLC38$4.09K<0.01%+413F-HRTimeline
DHJJ Financial Advisors, Ltd.38$4.09K<0.01%013F-HRTimeline
Keystone Global Partners, LLC30$3.23K<0.01%-2,06313F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.25$2.69K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd22$2.37K<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.16$1.72K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC14$1.52K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.13$1.41K<0.01%-413F-HRTimeline
Evolution Advisers, Inc.18$1K<0.01%013F-HRTimeline
Operose Advisors LLC9$1K<0.01%013F-HRTimeline
Beacon Capital Management, Inc.1$108<0.01%new13F-HRTimeline
MCF Advisors LLC1$97<0.01%013F-HRTimeline
REAP Financial Group, LLC0$34<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
New Millennium Group LLC0$31<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.