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Disclosery

SPGP INVESCO EXCHANGE TRADED FD T

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S&P 500 GARP ETF (fund)

304 managers (308 13F filers) reported a position in SPGP shares at 2025-09-30, 14,258,852 shares in all. 23 filers opened a position and 26 filers sold out during the quarter.

Managers
304
13F filers
308
New
23
Added
79
Reduced
144
Sold out
26
Shares held by filers
14,258,852

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
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,833$322K0.01%-28313F-HRTimelineGroup
Atria Investments, Inc2,750$312K<0.01%-10,58813F-HRTimeline
Per Stirling Capital Management, LLC.2,726$310K0.04%013F-HRTimeline
Merit Financial Group, LLC2,712$308K<0.01%-10513F-HR/ATimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,703$307K0.01%-1913F-HRTimeline
Independence Bank of Kentucky2,700$307K0.04%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,645$301K0.09%013F-HRTimeline
Trilogy Capital Inc.2,547$289K0.01%-8413F-HRTimeline
Bawa N Mallick Trust2,500$284K0.11%013F-HRTimeline
Clearwater Capital Advisors, LLC2,464$280K0.02%+7313F-HRTimeline
CVA Family Office, LLC2,390$272K0.03%013F-HRTimeline
Opal Wealth Advisors, LLC2,387$271K0.08%-1,18613F-HRTimeline
Andina Capital Management, LLC2,385$271K0.15%-54913F-HRTimeline
SYNOVUS FINANCIAL CORP2,379$271K<0.01%-6,63113F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC2,346$267K0.15%013F-HRTimeline
CAP Partners, LLC2,328$265K0.15%-9813F-HRTimeline
Cadence Bank2,281$259K0.02%013F-HRTimeline
Old North State Wealth Management, LLC2,255$256K0.12%+313F-HRTimeline
Kingsview Wealth Management, LLC2,175$247K<0.01%-18913F-HRTimeline
Wharton Business Group, LLC2,165$246K0.01%-66513F-HRTimeline
GRIES FINANCIAL LLC2,141$243K0.04%013F-HRTimeline
Darwin Wealth Management, LLC2,101$239K0.08%+813F-HRTimeline
OneDigital Investment Advisors LLC2,101$239K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,098$238K0.02%-71813F-HRTimeline
Tactive Advisors, LLC2,089$237K0.07%new13F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department2,083$237K0.14%-8113F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC2,073$236K0.09%new13F-HRTimeline
Sunbelt Securities, Inc.2,070$235K0.02%+45113F-HRTimeline
Uniting Wealth Partners, LLC2,066$235K0.06%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,064$235K<0.01%013F-HRTimelineGroup
West Branch Capital LLC2,055$233K0.06%-40413F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,027$230K<0.01%-7813F-HRTimelineGroup
Wagner Wealth Management, LLC2,007$228K0.05%+313F-HRTimeline
Oder Investment Management, LLC1,970$224K0.16%013F-HRTimeline
Detalus Advisors, LLC1,962$223K0.06%+113F-HRTimeline
Gladstone Institutional Advisory LLC1,932$220K0.01%-1,04913F-HRTimeline
WEDBUSH SECURITIES INC1,881$214K0.01%-413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,866$212K0.01%-18913F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC1,852$210K0.03%-3,41113F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC1,830$208K0.12%-6513F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC1,797$204K0.17%new13F-HRTimelineGroup
Vermillion & White Wealth Management Gr…1,528$174K0.1%013F-HRTimeline
Scarborough Advisors, LLC1,414$161K0.03%+213F-HRTimeline
AE Wealth Management LLC1,398$159K<0.01%+6613F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,396$159K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,289$146K<0.01%+1,11113F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,135$129K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,120$127K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC939$107K0.01%+3513F-HRTimeline
Financial Network Wealth Advisors LLC928$105K0.12%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC863$98.1K<0.01%+76713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/830$94.3K<0.01%+30013F-HRTimelineGroup
JPL Wealth Management, LLC811$92.1K0.02%new13F-HRTimeline
MAI Capital Management800$90.9K<0.01%013F-HRTimeline
Archer Investment Corp758$86.1K0.02%013F-HRTimeline
First Command Advisory Services, Inc.730$82.9K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC720$81.8K0.01%+67113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC600$68.2K0.01%013F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.573$65.1K<0.01%new13F-HRTimelineGroup
NBZ Investment Advisors LLC513$58.3K0.03%-26,30213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.435$49.4K<0.01%-21513F-HRTimelineGroup
Aptus Capital Advisors, LLC414$47K<0.01%-3513F-HRTimeline
IAG Wealth Partners, LLC407$46.2K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV376$42.7K<0.01%-44113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…375$42.6K<0.01%013F-HRTimelineGroup
GGM Financial LLC366$41.6K0.02%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…336$38.2K<0.01%-11,25713F-HRTimelineGroup
Root Financial Partners, LLC317$36K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.312$35.5K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC309$35.1K<0.01%+21313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.295$33.5K<0.01%-1,83513F-HRTimelineGroup
CoreCap Advisors, LLC281$31.9K<0.01%013F-HRTimeline
Larson Financial Group LLC280$31.8K<0.01%013F-HRTimeline
GAMMA Investing LLC237$26.9K<0.01%013F-HRTimeline
Kozak & Associates, Inc.227$24.6K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.216$24.5K0.02%+113F-HRTimeline
Wealthspire Advisors, LLC207$23.5K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC203$23.1K<0.01%013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC180$20.5K<0.01%013F-HRTimeline
Tidemark, LLC156$17.7K0.01%-9513F-HRTimeline
Copia Wealth Management155$17.6K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC140$15.9K<0.01%013F-HRTimeline
Biltmore Family Office, LLC136$15.5K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …134$15.2K<0.01%13F-HRTimelineGroup
Park Place Capital Corp109$12.4K<0.01%013F-HRTimeline
Davis Capital Management103$11.7K0.01%13F-HRTimeline
Midwest Capital Advisors, LLC100$11.4K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC100$11.4K<0.01%013F-HRTimeline
MTM Investment Management, LLC95$10.8K<0.01%013F-HRTimeline
TD Capital Management LLC78$8.86K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC57$6.48K<0.01%-5513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.54$6.13K0.01%013F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…42$4.77K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.38$4.32K<0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.25$2.84K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC19$2.16K<0.01%new13F-HRTimeline
Evolution Advisers, Inc.18$2K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.16$1.82K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.13$1.48K<0.01%013F-HRTimeline
Operose Advisors LLC9$1.06K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd3$341<0.01%-1913F-HRTimeline
MCF Advisors LLC1$103<0.01%013F-HRTimeline
REAP Financial Group, LLC0$36<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
New Millennium Group LLC0$16<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.