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Disclosery

SPGP INVESCO EXCHANGE TRADED FD T

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S&P 500 GARP ETF (fund)

296 managers (298 13F filers) reported a position in SPGP shares at 2026-03-31, 11,640,092 shares in all. 16 filers opened a position and 36 filers sold out during the quarter.

Managers
296
13F filers
298
New
16
Added
85
Reduced
128
Sold out
36
Shares held by filers
11,640,092

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Merit Financial Group, LLC2,713$292K<0.01%013F-HRTimeline
Independence Bank of Kentucky2,700$291K0.04%013F-HRTimeline
Arax Advisory Partners2,649$285K0.01%+2,14313F-HRTimeline
Wharton Business Group, LLC2,645$285K0.01%+48013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,645$285K0.08%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,606$280K0.01%-3613F-HRTimeline
ATX Financial Planning, LLC2,577$277K0.21%-40213F-HRTimeline
Bawa N Mallick Trust2,500$269K0.11%013F-HRTimeline
First Heartland Consultants, Inc.2,488$268K0.02%-20413F-HRTimeline
Clearwater Capital Advisors, LLC2,464$265K0.02%013F-HRTimeline
Sankala Group LLC2,482$263K0.21%+16813F-HRTimeline
Darwin Wealth Management, LLC2,374$255K0.08%+14413F-HRTimeline
Summit Wealth Partners, LLC2,360$254K0.04%new13F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC2,353$253K0.14%+713F-HRTimeline
CAP Partners, LLC2,329$251K0.14%+213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,281$245K<0.01%new13F-HRTimelineGroup
CVA Family Office, LLC2,268$244K0.03%+113F-HRTimeline
Tactive Advisors, LLC2,265$244K0.07%+1113F-HRTimeline
Trilogy Capital Inc.2,192$236K0.01%-2913F-HRTimeline
Sunbelt Securities, Inc.2,162$233K0.01%+8813F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department2,093$225K0.12%+713F-HRTimelineGroup
West Branch Capital LLC2,055$221K0.06%013F-HRTimeline
WEDBUSH SECURITIES INC2,055$221K0.01%+28013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,044$220K<0.01%+2713F-HRTimelineGroup
Uniting Wealth Partners, LLC2,021$218K0.05%-4813F-HRTimeline
Wagner Wealth Management, LLC2,017$217K0.04%+713F-HRTimeline
Opal Wealth Advisors, LLC1,990$214K0.05%-49713F-HRTimeline
Detalus Advisors, LLC1,965$212K0.05%+213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,950$210K0.01%+3013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,944$209K<0.01%-7013F-HRTimelineGroup
Nvest Financial, LLC1,873$202K0.08%+313F-HRTimeline
Princeton Global Asset Management LLC1,629$175K0.03%013F-HRTimeline
BAYBAN1,500$161K0.14%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,396$150K0.01%013F-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
MAI Capital Management935$101K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC928$99.9K0.1%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/866$93.2K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/830$89.3K<0.01%013F-HRTimelineGroup
Merkkuri Wealth Advisors LLC809$87K0.06%new13F-HRTimeline
Archer Investment Corp758$81.6K0.02%013F-HRTimeline
Scarborough Advisors, LLC744$80.1K0.01%-65513F-HRTimeline
First Command Advisory Services, Inc.730$78.6K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…729$78.5K<0.01%new13F-HRTimelineGroup
ARMSTRONG ADVISORY GROUP, INC696$74.9K0.01%-49413F-HRTimeline
Elevated Capital Advisors, LLC683$73.5K0.02%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC633$68.1K<0.01%-7113F-HRTimeline
NBZ Investment Advisors LLC511$55K0.02%-313F-HRTimeline
Smartleaf Asset Management LLC498$51.9K<0.01%-1013F-HRTimeline
GGM Financial LLC453$48.8K0.02%+8613F-HRTimeline
PRIVATE TRUST CO NA422$45.4K<0.01%+33213F-HRTimeline
IAG Wealth Partners, LLC407$43.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…375$40.4K<0.01%013F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV365$39.2K<0.01%-1113F-HRTimeline
Pinnacle Bancorp, Inc.314$33.8K0.01%+113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.295$31.7K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC281$30.2K<0.01%013F-HRTimeline
AE Wealth Management LLC270$29.1K<0.01%-61013F-HRTimeline
Aptus Capital Advisors, LLC246$26.5K<0.01%-1813F-HRTimeline
Kozak & Associates, Inc.229$26K0.01%+113F-HRTimeline
GAMMA Investing LLC237$25.5K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.217$23.3K0.02%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC203$21.8K<0.01%013F-HRTimelineGroup
Moisand Fitzgerald Tamayo, LLC180$19.4K<0.01%013F-HRTimeline
Copia Wealth Management155$16.7K0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC140$15.1K<0.01%013F-HRTimeline
Biltmore Family Office, LLC136$14.6K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.129$13.9K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC118$12.7K0.01%013F-HRTimeline
Park Place Capital Corp109$11.7K<0.01%013F-HRTimeline
Activest Wealth Management108$11.6K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC106$11.4K<0.01%13F-HRTimelineGroup
Davis Capital Management104$11.2K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…103$11.1K<0.01%+1013F-HRTimelineGroup
SOUTHERN MICHIGAN BANK & TRUST100$10.8K<0.01%13F-HRTimeline
Glen Eagle Advisors, LLC100$10.8K<0.01%013F-HRTimeline
MTM Investment Management, LLC95$10.2K<0.01%013F-HRTimeline
Tidemark, LLC83$8.93K<0.01%013F-HRTimeline
TD Capital Management LLC78$8.44K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources60$6.46K<0.01%-7513F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.54$5.81K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC43$4.98K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC43$4.63K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.38$4.09K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.36$3.91K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…33$3.54K<0.01%-6013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.25$2.69K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…25$2.69K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC23$2.48K<0.01%013F-HRTimeline
Evolution Advisers, Inc.18$1K<0.01%013F-HRTimeline
North Star Investment Management Corp.5$538<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …5$538<0.01%-12913F-HRTimelineGroup
AlphaCore Capital LLC4$430<0.01%013F-HRTimeline
Larson Financial Group LLC2$222<0.01%013F-HRTimeline
MCF Advisors LLC1$97<0.01%013F-HRTimeline