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Disclosery

SPGP INVESCO EXCHANGE TRADED FD T

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S&P 500 GARP ETF (fund)

319 managers (323 13F filers) reported a position in SPGP shares at 2025-12-31, 13,009,906 shares in all. 30 filers opened a position and 24 filers sold out during the quarter.

Managers
319
13F filers
323
New
30
Added
84
Reduced
140
Sold out
24
Shares held by filers
13,009,906

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Avestar Capital, LLC3,025$344K0.02%-6713F-HRTimeline
Santori & Peters, Inc.2,990$340K0.12%-25913F-HRTimeline
ATX Financial Planning, LLC2,979$339K0.26%13F-HRTimeline
BIP Wealth, LLC2,965$338K0.01%new13F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC2,877$329K0.43%+113F-HRTimeline
Summit Financial Consulting LLC2,829$322K0.23%-16713F-HRTimeline
NorthRock Partners, LLC2,758$314K0.01%new13F-HRTimeline
Per Stirling Capital Management, LLC.2,726$310K0.03%013F-HRTimeline
Merit Financial Group, LLC2,713$309K<0.01%+113F-HRTimeline
Independence Bank of Kentucky2,700$307K0.04%013F-HRTimeline
Valmark Advisers, Inc.2,699$307K<0.01%new13F-HRTimeline
First Heartland Consultants, Inc.2,692$307K0.02%-3,09913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…2,671$304K<0.01%-16213F-HRTimelineGroup
LIBERTY SQUARE WEALTH PARTNERS LLC2,645$301K0.09%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,642$301K0.01%-6113F-HRTimeline
CHOREO, LLC2,557$294K<0.01%-1,33713F-HRTimeline
Bawa N Mallick Trust2,500$285K0.11%013F-HRTimeline
Opal Wealth Advisors, LLC2,487$283K0.07%+10013F-HRTimeline
Clearwater Capital Advisors, LLC2,464$281K0.02%013F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC2,346$267K0.15%013F-HRTimeline
Sankala Group LLC2,314$267K0.21%13F-HRTimeline
CAP Partners, LLC2,327$265K0.15%-113F-HRTimeline
Cadence Bank2,281$260K0.02%013F-HRTimeline
CVA Family Office, LLC2,267$258K0.03%-12313F-HRTimeline
Old North State Wealth Management, LLC2,259$257K0.12%+413F-HRTimeline
Tactive Advisors, LLC2,254$257K0.08%+16513F-HRTimeline
Darwin Wealth Management, LLC2,230$254K0.08%+12913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC2,224$253K<0.01%new13F-HR/ATimeline
Trilogy Capital Inc.2,221$253K0.01%-32613F-HRTimeline
Andina Capital Management, LLC2,214$252K0.15%-17113F-HRTimeline
TAGStone Capital, Inc.2,176$248K0.09%new13F-HRTimeline
Wharton Business Group, LLC2,165$247K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC2,101$239K<0.01%013F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department2,086$238K0.13%+313F-HRTimelineGroup
Sunbelt Securities, Inc.2,074$236K0.02%+413F-HRTimeline
Uniting Wealth Partners, LLC2,069$236K0.07%+313F-HRTimeline
West Branch Capital LLC2,055$234K0.06%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,017$230K<0.01%-1013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,014$229K<0.01%-5013F-HRTimelineGroup
Wagner Wealth Management, LLC2,010$229K0.05%+313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC1,976$225K0.04%-1,06113F-HRTimeline
Detalus Advisors, LLC1,963$224K0.05%+113F-HRTimeline
Gladstone Institutional Advisory LLC1,934$220K0.01%+213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,920$219K0.01%+5413F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC1,897$216K0.03%+4513F-HRTimeline
Nvest Financial, LLC1,870$213K0.09%new13F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC1,797$205K0.17%013F-HRTimelineGroup
WEDBUSH SECURITIES INC1,775$202K0.01%-10613F-HRTimeline
Ausdal Financial Partners, Inc.1,765$201K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC1,629$185K0.03%new13F-HRTimeline
Vermillion & White Wealth Management Gr…1,528$174K0.09%013F-HRTimeline
BAYBAN1,500$171K0.15%13F-HRTimeline
Scarborough Advisors, LLC1,399$159K0.03%-1513F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,396$159K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,190$135K0.01%-90813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,135$129K<0.01%013F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…1,120$128K<0.01%013F-HRTimeline
eCIO, Inc.952$108K0.05%new13F-HRTimeline
MAI Capital Management935$106K<0.01%+13513F-HRTimeline
Financial Network Wealth Advisors LLC928$106K0.11%013F-HRTimeline
AE Wealth Management LLC880$100K<0.01%-51813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/866$98.6K<0.01%-98513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/830$94.5K<0.01%013F-HRTimelineGroup
Archer Investment Corp758$86.3K0.02%013F-HRTimeline
First Command Advisory Services, Inc.730$83.1K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC704$80.2K<0.01%-15913F-HRTimeline
Elevated Capital Advisors, LLC683$77.8K0.02%new13F-HRTimeline
NBZ Investment Advisors LLC514$58.5K0.03%+113F-HRTimeline
Smartleaf Asset Management LLC508$58.4K<0.01%-21213F-HRTimeline
Arax Advisory Partners506$57.6K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.435$49.6K<0.01%013F-HRTimelineGroup
IAG Wealth Partners, LLC407$46.3K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV376$42.9K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…375$42.7K<0.01%013F-HRTimelineGroup
GGM Financial LLC367$41.8K0.02%+113F-HRTimeline
Pinnacle Bancorp, Inc.313$35.6K0.01%+113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.295$33.6K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC281$32K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC264$30.1K<0.01%-15013F-HRTimeline
Root Financial Partners, LLC250$28.5K<0.01%-6713F-HRTimeline
GAMMA Investing LLC237$27K<0.01%013F-HRTimeline
Kozak & Associates, Inc.228$26.8K0.01%+113F-HRTimeline
Harbor Asset Planning, Inc.216$24.6K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC203$23.1K<0.01%013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC180$20.5K<0.01%013F-HRTimeline
Copia Wealth Management155$17.6K0.01%013F-HRTimeline
Parallel Advisors, LLC151$17.2K<0.01%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC140$15.9K<0.01%013F-HRTimeline
Biltmore Family Office, LLC136$15.5K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources135$15.4K<0.01%new13F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …134$15.3K<0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.129$14.7K<0.01%-5,00013F-HRTimeline
Hilton Head Capital Partners, LLC118$13.4K0.01%13F-HRTimeline
Park Place Capital Corp109$12.4K<0.01%013F-HRTimeline
Davis Capital Management104$11.8K0.01%+113F-HRTimeline
Glen Eagle Advisors, LLC100$11.4K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.101$11K0.01%13F-HRTimeline
MTM Investment Management, LLC95$10.8K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…93$10.6K<0.01%+5113F-HRTimelineGroup
Capital Investment Advisory Services, L…93$10.6K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA90$10.2K<0.01%new13F-HRTimeline
Tidemark, LLC83$9.45K<0.01%-7313F-HRTimeline
Garton & Associates Financial Advisors …81$9.24K0.01%13F-HRTimeline
TD Capital Management LLC78$8.9K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.54$6.15K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.38$4.33K<0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.25$2.85K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…25$2.85K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC23$2.62K<0.01%-3413F-HRTimeline
Keating Financial Advisory Services, In…19$2.16K<0.01%13F-HRTimeline
Evolution Advisers, Inc.18$2K<0.01%013F-HRTimeline
CENTRAL TRUST Co15$1.71K<0.01%new13F-HRTimeline
EPG Wealth Management LLC10$1.14K<0.01%new13F-HRTimeline
North Star Investment Management Corp.5$569<0.01%new13F-HRTimeline
AlphaCore Capital LLC4$455<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd3$342<0.01%013F-HRTimeline
Larson Financial Group LLC2$234<0.01%-27813F-HRTimeline
MCF Advisors LLC1$103<0.01%013F-HRTimeline
New Millennium Group LLC0$16<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.