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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
MORGAN STANLEYin group MORGAN STANLEY3,673,925$385M0.03%-318,33413F-HR/ATimelineGroup
LPL Financial LLC3,213,038$337M0.14%-161,32913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,673,808$176M0.06%13F-HR/ATimelineGroup
Retirement Planning Group, LLC1,415,369$148M7.47%+145,94313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,243,955$130M0.01%-100,87913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,077,224$113M-218,863Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…697,680$73.2M0.06%-87,76613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN565,646$59.3M0.01%+240,94113F-HRTimelineGroup
Silicon Valley Capital Partners494,524$51.9M5.79%-37,02313F-HRTimeline
Cambridge Investment Research Advisors,…405,144$42.5M0.14%-40,32613F-HRTimeline
UBS Group AGin group UBS Group AG400,519$42M0.01%+70013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC393,784$41.3M0.06%-28,45213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC313,995$32.9M0.01%-166,30513F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.311,312$32.7M4.44%+35,49513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC259,817$27.2M2.18%+17,48513F-HRTimeline
D'Orazio & Associates, Inc.257,427$27M3.98%+7,71513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP237,020$24.9M0.03%-20,78113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding236,472$24.8M+1,557Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA232,010$24.3M0.01%-32,92113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.231,281$24.3M0.05%-45,94413F-HR/ATimelineGroup
Perennial Investment Advisors, LLC215,267$22.6M2.66%+9,62413F-HRTimeline
HighTower Advisors, LLC205,107$21.5M0.03%-34,56113F-HRTimeline
Global Retirement Partners, LLC198,295$20.8M0.6%-6,39013F-HRTimeline
Creative Planningin group Creative Planning195,674$20.5M0.02%+104,51713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC181,244$19M<0.01%-72,15413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …164,749$17.3M0.48%-9,18213F-HRTimelineGroup
Grange Capital, LLC164,426$17.2M18.07%13F-HRTimeline
Campbell Deegan Wealth Management, LLC164,107$17.2M20.67%13F-HRTimeline
TrinityPoint Wealth, LLC163,037$17.1M2.4%+2,64613F-HRTimeline
Janney Montgomery Scott LLC152,140$16M0.04%+5,66413F-HRTimeline
Cedar Wealth Management, LLC144,657$15.2M5.49%-10913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding143,742$15.1M-1,857Timeline
Stadion Money Management, LLC143,260$15M1.18%-6,20013F-HRTimeline
WESCAP Management Group, Inc.136,959$14.4M3.49%+18,62813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…135,352$14.2M0.03%+20,80313F-HR/ATimeline
MML INVESTORS SERVICES, LLC121,689$12.8M0.04%+1,88713F-HRTimeline
NBZ Investment Advisors LLC120,089$12.6M7.05%13F-HRTimeline
Principle Wealth Partners LLC114,810$12M0.85%+4,99013F-HRTimeline
Longview Financial Advisors, Inc.109,599$11.5M9.05%+7,19813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.106,886$11.2M0.07%-98,51013F-HRTimeline
Atria Wealth Solutions, Inc.101,963$10.7M0.12%-28,76313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO100,373$10.5M<0.01%-7,45013F-HRTimelineGroup
Darrow Company, Inc.99,503$10.4M6.05%+1,67913F-HRTimeline
Planned Solutions, Inc.96,237$10.1M4.13%-7,52913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP85,288$8.94M0.01%+22,72313F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC84,031$8.81M0.46%-6,98313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP82,340$8.64M0.01%-33,40113F-HRTimelineGroup
Private Advisor Group, LLC80,536$8.45M0.05%-1,62813F-HRTimeline
Pine Harbor Wealth Management, LLC78,876$8.27M3.33%-21,53813F-HRTimeline
Wood Tarver Financial Group, LLC74,662$7.83M2.62%13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…74,629$7.83M0.15%new13F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC73,729$7.73M0.47%-5,11613F-HRTimeline
NewEdge Advisors, LLC71,082$7.46M0.04%-15,41413F-HRTimeline
Financial Advocates Investment Manageme…69,257$7.26M0.41%-16,09613F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC68,152$7.15M0.77%-1,77713F-HRTimeline
Eagle Strategies LLC68,036$7.14M1.23%-1513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP67,594$7.09M0.53%+1,49713F-HRTimeline
TME FINANCIAL, INC.66,254$6.93M6.48%13F-HRTimeline
Financial Designs Corp65,525$6.87M4.53%-85613F-HRTimeline
1900 WEALTH MANAGEMENT LLC64,380$6.75M0.57%-75113F-HRTimeline
Cetera Investment Advisers63,427$6.65M0.01%-46,51713F-HRTimeline
Allworth Financial LP58,832$6.52M0.04%-6,80013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.58,972$6.18M0.06%-3,04213F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC57,894$6.07M0.57%-1,44713F-HRTimeline
Sovran Advisors, LLC55,721$6.01M0.86%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…55,404$5.81M0.01%-108,41813F-HRTimelineGroup
Santori & Peters, Inc.51,645$5.42M2.07%+1,36513F-HRTimeline
Mariner, LLCin group Mariner, LLC51,210$5.37M0.01%+17913F-HRTimelineGroup
Sanctuary Advisors, LLC47,435$5.24M0.03%-3,32913F-HRTimeline
FIRST UNITED BANK & TRUST48,891$5.13M1.86%+3,38813F-HRTimeline
Alhambra Investment Management LLC47,987$5.03M2.58%-79913F-HRTimeline
World Investment Advisors47,174$4.95M0.14%+3,68613F-HRTimeline
AE Wealth Management LLC47,018$4.93M0.04%-7,06913F-HRTimeline
Strategic Blueprint, LLC45,740$4.8M0.29%-11,56913F-HRTimeline
GC Wealth Management RIA, LLC45,692$4.79M0.84%+13713F-HRTimeline
AMERIFLEX GROUP, INC.41,726$4.52M2.07%13F-HRTimeline
Geneos Wealth Management Inc.43,095$4.52M0.16%-62813F-HRTimeline
Trilogy Capital Inc.41,721$4.38M0.23%-42213F-HRTimeline
Breakwater Capital Group40,014$4.2M0.84%-3,94913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,995$4.19M<0.01%-1,20113F-HRTimelineGroup
Johnson & White Wealth Management, LLC38,023$3.99M2.41%+2,77313F-HRTimeline
D.A. DAVIDSON & CO.37,168$3.9M0.03%-17,87313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …36,439$3.82M0.06%-5,62213F-HRTimelineGroup
Perigon Wealth Management, LLC33,017$3.62M0.09%+1,20913F-HRTimeline
Finward Bancorp34,443$3.61M3.13%13F-HRTimeline
Integrated Wealth Concepts LLC33,689$3.53M0.04%+93813F-HRTimeline
SYNOVUS FINANCIAL CORP33,585$3.52M0.04%-16,55413F-HRTimeline
ERn Financial, LLC32,184$3.38M0.51%-19713F-HRTimeline
White Knight Strategic Wealth Advisors,…31,256$3.28M1.37%+15,74013F-HRTimeline
Modern Wealth Management, LLC31,199$3.27M0.12%-4,70813F-HR/ATimeline
Milestone Investment Advisors LLC31,196$3.27M0.89%-3,71513F-HRTimeline
Hudock, Inc.30,744$3.22M0.56%+41813F-HRTimeline
U.S. Capital Wealth Advisors, LLC29,325$3.08M0.1%+14,36813F-HRTimeline
GENESIS PRIVATE WEALTH, LLC28,019$2.94M1.62%13F-HRTimeline
Advisory Services Network, LLC27,348$2.87M0.05%-14,31413F-HRTimeline
Investment Planning Advisors, Inc.26,394$2.77M1.21%-96,68513F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.26,230$2.75M2.34%13F-HRTimeline
Lionsbridge Wealth Management LLC26,004$2.73M2.29%-1,71913F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department26,003$2.73M2.03%13F-HRTimelineGroup
BEACON FINANCIAL PLANNING, INC25,239$2.65M1.54%-12213F-HRTimeline
CHB Investment Group, LLC25,017$2.62M1.42%-66313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.24,685$2.59M0.16%-8913F-HRTimelineGroup
Marks Group Wealth Management, Inc23,892$2.51M0.25%013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.23,715$2.49M0.92%-93,79713F-HRTimeline
Elevation Capital Advisory, LLC23,643$2.48M1.06%+1,43613F-HRTimeline
CSM Advisors, LLC23,600$2.48M0.12%013F-HR/ATimeline
FOUNDERS FINANCIAL SECURITIES LLC23,160$2.43M0.22%+2,73213F-HRTimeline
Clearstead Advisors, LLC23,112$2.42M0.04%-4,47613F-HRTimeline
NWAM LLC22,983$2.41M0.15%+1,24613F-HRTimeline
Atria Investments, Inc21,031$2.21M0.03%-50213F-HRTimeline
Prasad Wealth Partners, LLC20,928$2.19M0.71%13F-HRTimeline
Independent Advisor Alliance20,246$2.12M0.03%new13F-HRTimeline
Focus Financial Network, Inc.20,245$2.12M0.08%-25913F-HRTimeline
BridgePort Financial Solutions, LLC20,038$2.09M0.95%13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED19,522$2.04M0.19%+18,96713F-HRTimeline
Sovereign Financial Group, Inc.18,625$1.95M0.45%+1,83513F-HRTimeline
Redhawk Wealth Advisors, Inc.18,436$1.93M0.26%+4,27313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC18,398$1.93M0.14%+4013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC18,360$1.93M0.24%-5,33613F-HRTimelineGroup
Baron Financial Group, LLC18,232$1.91M1.19%+4513F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …18,154$1.9M0.03%+8,10013F-HRTimelineGroup
Visionary Wealth Advisors17,597$1.85M0.11%+29913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…17,335$1.82M0.06%+11,66013F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC17,065$1.79M0.05%13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …16,639$1.75M0.15%new13F-HRTimelineGroup
Spectrum Wealth Advisory Group, LLC16,516$1.73M0.82%+113F-HRTimeline
Gladstone Institutional Advisory LLC16,229$1.7M0.08%-1,46513F-HRTimeline
Csenge Advisory Group14,830$1.56M0.08%-19,73313F-HRTimeline
Merit Financial Group, LLC14,331$1.5M0.03%+53813F-HRTimeline
IAM Advisory, LLC14,108$1.48M0.37%-24613F-HRTimeline
ORG Partners LLC13,877$1.46M0.2%+1,77413F-HRTimeline
Prospera Financial Services Inc13,779$1.45M0.03%-34513F-HRTimeline
Sigma Planning Corp13,504$1.42M0.04%+68513F-HRTimeline
Financial Alternatives, Inc13,450$1.41M0.99%013F-HRTimeline
Astoria Portfolio Advisors LLC.12,741$1.38M0.49%-6113F-HRTimeline
Hobbs Group Advisors, LLC13,056$1.37M0.51%-13713F-HRTimeline
49 WEALTH MANAGEMENT, LLC12,752$1.34M0.19%-4,57513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,498$1.31M<0.01%-66213F-HRTimelineGroup
Prostatis Group LLC12,265$1.29M0.37%+35513F-HRTimeline
Snowden Capital Advisors LLC12,263$1.29M0.04%+81313F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.12,182$1.28M0.41%-41013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,175$1.28M0.03%-3,06613F-HRTimelineGroup
Mutual Advisors, LLC11,162$1.22M0.04%-2,22113F-HRTimeline
WBH ADVISORY INC11,640$1.22M0.11%-1,07713F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC11,268$1.18M0.58%-70213F-HRTimeline
FLOW TRADERS U.S. LLC10,946$1.15M0.05%+5,54413F-HRTimeline
Belpointe Asset Management LLC10,944$1.14M0.07%-2,04313F-HRTimeline
CALTON & ASSOCIATES, INC.10,795$1.13M0.5%-13,86813F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,600$1.11M0.12%13F-HRTimeline
TD Waterhouse Canada Inc.10,566$1.11M0.01%-6,59713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,400$1.09M<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC10,318$1.08M0.04%+2,58613F-HRTimeline
WealthTrak Capital Management LLC10,178$1.07M0.9%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,100$1.06M<0.01%-2,36913F-HRTimelineGroup
Oxinas Partners, LLC10,000$1.05M0.61%-1,06913F-HRTimeline
CHOREO, LLC9,905$1.03M0.01%-4713F-HRTimeline
Optivise Advisory Services LLC9,330$979K0.53%-1,38413F-HRTimeline
Ring Mountain Capital, LLC8,868$930K0.62%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,727$915K<0.01%new13F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…8,696$912K0.17%+1,55413F-HRTimelineGroup
Vise Technologies, Inc.8,562$898K0.07%new13F-HRTimeline
SteelPeak Wealth, LLC8,526$894K0.04%-57,33313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,504$892K0.03%-15913F-HRTimelineGroup
Bank of New Hampshire8,395$880K0.23%-83513F-HRTimeline
Obermeyer Wealth Partners8,188$859K0.04%+3,12013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.7,970$836K0.04%-32513F-HRTimeline
Aveo Capital Partners, LLC7,963$835K0.09%-12,15613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,855$824K0.01%+1,52613F-HRTimelineGroup
Phraction Management LLC7,810$819K0.29%013F-HRTimeline
Steward Partners Investment Advisory, L…7,723$810K0.01%+1,44613F-HRTimeline
CWM, LLCin group CWM, LLC7,682$806K<0.01%-1,43013F-HRTimelineGroup
Andina Capital Management, LLC7,636$801K0.65%-1,64313F-HRTimeline
COMERICA BANK7,425$779K<0.01%-47813F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,156$750K0.06%new13F-HRTimeline
Centerpoint Advisory Group7,128$748K0.72%13F-HRTimeline
Investors Research Corp7,123$747K0.16%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,070$742K0.02%+81713F-HRTimelineGroup
Latitude Advisors, LLC6,962$730K0.41%-1,09113F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…6,932$727K0.27%+54213F-HRTimeline
Coppell Advisory Solutions LLC6,886$719K0.1%-46513F-HRTimeline
Barry Investment Advisors, LLC6,802$713K0.23%+66613F-HRTimeline
First Heartland Consultants, Inc.6,674$700K0.07%-2,29213F-HRTimeline
Waverly Advisors, LLC6,525$684K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC6,375$669K0.01%+82213F-HRTimeline
Schrum Private Wealth Management LLC6,241$655K0.55%-6,24113F-HRTimeline
PFG Advisors6,193$649K0.04%013F-HRTimeline
Strategic Wealth Partners, Ltd.5,974$642K0.05%013F-HRTimeline
FMR LLCin group FMR LLC6,053$635K<0.01%-51913F-HRTimelineGroup
Institute for Wealth Management, LLC.5,992$628K0.08%-1,00813F-HRTimeline
Opal Wealth Advisors, LLC5,936$623K0.19%-97413F-HRTimeline
PKS Advisory Services, LLC5,713$599K0.15%13F-HRTimeline
IFP Advisors, Inc5,639$592K0.02%-2,99413F-HRTimeline
GWN SECURITIES INC.5,178$573K0.15%13F-HRTimeline
Herold Advisors, Inc.5,444$571K0.12%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…5,382$564K0.22%13F-HRTimeline
Bison Wealth, LLC5,342$560K0.12%-7,48713F-HRTimeline
Oder Investment Management, LLC5,313$557K0.46%-4,97213F-HRTimeline
High Note Wealth, LLC5,138$539K0.14%-23413F-HRTimeline
Austin Private Wealth, LLC5,136$539K0.05%013F-HRTimeline
CAP Partners, LLC4,772$500K0.35%-12,03013F-HRTimeline