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Disclosery

SPGP INVESCO EXCHANGE TRADED FD T

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S&P 500 GARP ETF (fund)

317 managers (320 13F filers) reported a position in SPGP shares at 2025-03-31, 20,575,698 shares in all. 20 filers opened a position and 35 filers sold out during the quarter.

Managers
317
13F filers
320
New
20
Added
99
Reduced
148
Sold out
35
Shares held by filers
20,575,698

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY3,340,525$334M0.02%-333,40013F-HRTimelineGroup
LPL Financial LLC2,557,114$255M0.1%-655,92413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,449,956$145M0.05%-223,85213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,169,884$117M0.01%-74,07113F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding1,030,826$103M-46,398Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…593,037$59.2M0.05%-104,64313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN587,875$58.7M0.01%+22,22913F-HRTimelineGroup
UBS Group AGin group UBS Group AG391,641$39.1M0.01%-8,87813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC371,137$37.1M0.05%-22,64713F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.354,389$35.4M4.82%+43,07713F-HRTimeline
Cambridge Investment Research Advisors,…295,289$29.5M0.1%-109,85513F-HRTimeline
Retirement Planning Group, LLC293,691$29.3M1.38%-1,121,67813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC259,817$27.2M2.18%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC259,480$25.9M0.01%-54,51513F-HRTimelineGroup
D'Orazio & Associates, Inc.246,818$24.7M3.76%-10,60913F-HRTimeline
Perennial Investment Advisors, LLC230,258$23M2.59%+14,99113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.201,942$20.2M0.04%-29,33913F-HRTimelineGroup
Creative Planningin group Creative Planning200,730$20M0.02%+5,05613F-HRTimelineGroup
Silicon Valley Capital Partners192,261$19M2.49%-302,26313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC176,543$17.6M<0.01%-4,70113F-HRTimelineGroup
Campbell Deegan Wealth Management, LLC175,397$17.5M20.15%+11,29013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA168,419$16.8M<0.01%-63,59113F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …168,179$16.8M0.45%+3,43013F-HRTimelineGroup
Grange Capital, LLC166,727$16.7M19.41%+2,30113F-HRTimeline
Coastal Bridge Advisors, LLC165,311$16.5M1.49%new13F-HR/ATimeline
HighTower Advisors, LLC158,495$15.8M0.02%-46,61213F-HRTimeline
Cedar Wealth Management, LLC144,028$14.4M5.12%-62913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…142,009$14.2M0.03%+6,65713F-HRTimeline
Stadion Money Management, LLC141,139$14.1M1.4%-2,12113F-HRTimeline
Longview Financial Advisors, Inc.133,968$13.4M11.48%+24,36913F-HRTimeline
WESCAP Management Group, Inc.132,867$13.3M3.24%-4,09213F-HRTimeline
Principle Wealth Partners LLC119,466$11.9M0.85%+4,65613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.110,475$11M0.07%+3,58913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP101,797$10.1M0.01%+16,50913F-HR/ATimelineGroup
Planned Solutions, Inc.99,013$9.89M4.06%+2,77613F-HRTimeline
Darrow Company, Inc.98,921$9.88M5.51%-58213F-HRTimeline
MML INVESTORS SERVICES, LLC93,576$9.35M0.03%-28,11313F-HRTimeline
Atria Wealth Solutions, Inc.91,800$9.17M0.11%-10,16313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO88,053$8.79M<0.01%-12,32013F-HRTimelineGroup
Wood Tarver Financial Group, LLC80,513$8.04M2.62%+5,85113F-HRTimeline
Geneos Wealth Management Inc.78,610$7.85M0.11%+35,51513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding78,032$7.79M-65,710Timeline
THOROUGHBRED FINANCIAL SERVICES, LLC74,240$7.42M0.46%+51113F-HRTimeline
1900 WEALTH MANAGEMENT LLC72,518$7.24M0.6%+8,13813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP70,813$7.07M0.01%-11,52713F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP70,772$7.07M0.53%+3,17813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC68,866$6.88M0.36%-15,16513F-HRTimeline
Pine Harbor Wealth Management, LLC67,287$6.72M2.69%-11,58913F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC66,739$6.67M0.67%-1,41313F-HRTimeline
Sovran Advisors, LLC71,495$6.62M0.86%+15,77413F-HRTimeline
NewEdge Advisors, LLC64,651$6.46M0.04%-6,43113F-HRTimeline
Private Advisor Group, LLC64,212$6.41M0.04%-16,32413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…61,966$6.19M0.01%+51,86613F-HRTimelineGroup
Cetera Investment Advisers59,734$5.97M0.01%-3,69313F-HRTimeline
Eagle Strategies LLC58,234$5.82M1.01%-9,80213F-HRTimeline
COZAD ASSET MANAGEMENT INC56,868$5.68M0.57%-1,02613F-HRTimeline
FIRST UNITED BANK & TRUST53,532$5.35M2%+4,64113F-HRTimeline
TME FINANCIAL, INC.51,978$5.19M4.51%-14,27613F-HRTimeline
Mariner, LLCin group Mariner, LLC51,803$5.17M0.01%+59313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.51,254$5.12M0.05%-7,71813F-HRTimelineGroup
World Investment Advisors51,209$5.11M0.13%+4,03513F-HRTimeline
Santori & Peters, Inc.50,192$5.01M2.02%-1,45313F-HRTimeline
Alhambra Investment Management LLC49,557$4.95M2.55%+1,57013F-HRTimeline
GC Wealth Management RIA, LLC45,905$4.58M0.84%+21313F-HRTimeline
Sanctuary Advisors, LLC44,986$4.49M0.03%-2,44913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC43,696$4.36M<0.01%+39,39213F-HR/ATimelineGroup
Trilogy Capital Inc.42,706$4.27M0.22%+98513F-HRTimeline
AMERIFLEX GROUP, INC.42,390$4.23M1.73%+66413F-HRTimeline
NBZ Investment Advisors LLC41,717$4.17M2.41%-78,37213F-HRTimeline
D.A. DAVIDSON & CO.40,401$4.04M0.03%+3,23313F-HRTimeline
Johnson & White Wealth Management, LLC40,222$4.02M2.25%+2,19913F-HRTimeline
Allworth Financial LP41,477$3.99M0.02%-17,35513F-HRTimeline
Breakwater Capital Group39,918$3.99M0.71%-9613F-HRTimeline
ERn Financial, LLC38,893$3.88M0.61%+6,70913F-HRTimeline
Strategic Blueprint, LLC36,716$3.67M0.2%-9,02413F-HRTimeline
Hudock, Inc.36,596$3.66M0.64%+5,85213F-HRTimeline
Clearstead Advisors, LLC36,122$3.61M0.06%+13,01013F-HRTimeline
Finward Bancorp34,811$3.48M3.01%+36813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …33,354$3.33M0.05%-3,08513F-HRTimelineGroup
Perigon Wealth Management, LLC33,209$3.32M0.09%+19213F-HRTimeline
Modern Wealth Management, LLC32,279$3.22M0.1%+1,08013F-HR/ATimeline
FLOW TRADERS U.S. LLC31,031$3.1M0.13%+20,08513F-HRTimeline
GENESIS PRIVATE WEALTH, LLC29,830$2.98M1.58%+1,81113F-HRTimeline
Milestone Investment Advisors LLC28,702$2.87M0.8%-2,49413F-HRTimeline
SYNOVUS FINANCIAL CORP28,324$2.83M0.04%-5,26113F-HRTimeline
NWAM LLC25,077$2.5M0.22%+2,09413F-HRTimeline
CHB Investment Group, LLC25,062$2.5M1.33%+4513F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.25,034$2.5M2.22%-1,19613F-HRTimeline
Elevation Capital Advisory, LLC24,751$2.47M1.08%+1,10813F-HRTimeline
Advisory Services Network, LLC24,723$2.47M0.05%-2,62513F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC24,600$2.46M<0.01%+14,20013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.24,233$2.42M0.15%-45213F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC25,007$2.42M0.2%+1,84713F-HRTimeline
Marks Group Wealth Management, Inc23,892$2.39M0.23%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC21,880$2.19M0.07%-7,44513F-HRTimeline
BEACON FINANCIAL PLANNING, INC21,687$2.17M1.24%-3,55213F-HRTimeline
INTEGRITY ALLIANCE, LLC.21,200$2.12M0.08%+10,60013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED21,257$2.11M0.2%+1,73513F-HR/ATimeline
Lionsbridge Wealth Management LLC21,004$2.1M1.86%-5,00013F-HRTimeline
BridgePort Financial Solutions, LLC20,820$2.08M0.94%+78213F-HRTimeline
Redhawk Wealth Advisors, Inc.20,769$2.07M0.28%+2,33313F-HRTimeline
Atria Investments, Inc20,389$2.04M0.03%-64213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,321$2.03M<0.01%-19,67413F-HRTimelineGroup
Focus Financial Network, Inc.20,234$2.02M0.08%-1113F-HRTimeline
CALTON & ASSOCIATES, INC.20,022$2M0.46%+9,22713F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC19,834$1.98M0.05%+2,76913F-HRTimeline
Sovereign Financial Group, Inc.19,480$1.95M0.45%+85513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…19,120$1.91M0.04%-55,50913F-HRTimelineGroup
CSM Advisors, LLC19,100$1.91M0.1%-4,50013F-HRTimeline
Baron Financial Group, LLC18,335$1.83M1.15%+10313F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …18,154$1.81M0.03%013F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC17,992$1.8M0.13%-40613F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.17,752$1.77M0.64%-5,96313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC17,299$1.73M0.2%-1,06113F-HRTimelineGroup
Visionary Wealth Advisors16,832$1.68M0.1%-76513F-HRTimeline
Spectrum Wealth Advisory Group, LLC16,518$1.65M0.79%+213F-HRTimeline
ORG Partners LLC15,590$1.56M0.38%+1,71313F-HRTimeline
White Knight Strategic Wealth Advisors,…15,604$1.56M1.44%-15,65213F-HRTimeline
Ring Mountain Capital, LLC15,262$1.52M1.14%+6,39413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …14,948$1.49M0.1%-1,69113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,641$1.46M0.04%+2,46613F-HRTimelineGroup
IAM Advisory, LLC14,154$1.41M0.37%+4613F-HRTimeline
J.W. COLE ADVISORS, INC.14,059$1.4M0.04%new13F-HRTimeline
Prasad Wealth Partners, LLC13,743$1.37M0.45%-7,18513F-HRTimeline
Financial Alternatives, Inc13,450$1.34M0.96%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding12,920$1.29M-223,552Timeline
Snowden Capital Advisors LLC12,263$1.22M0.04%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.11,944$1.19M0.38%-23813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,833$1.18M<0.01%-66513F-HRTimelineGroup
Astoria Portfolio Advisors LLC.12,257$1.15M0.39%-48413F-HRTimeline
WBH ADVISORY INC11,300$1.13M0.11%-34013F-HRTimeline
Sequoia Financial Advisors, LLC11,099$1.11M0.01%new13F-HRTimeline
Prospera Financial Services Inc10,837$1.08M0.02%-2,94213F-HRTimeline
Prostatis Group LLC10,773$1.08M0.34%-1,49213F-HRTimeline
Latitude Advisors, LLC10,622$1.06M0.62%+3,66013F-HRTimeline
Farther Finance Advisors, LLC10,372$1.04M0.03%+5413F-HRTimeline
WealthTrak Capital Management LLC10,319$1.03M0.89%+14113F-HRTimeline
Sigma Planning Corp10,222$1.02M0.03%-3,28213F-HRTimeline
GWN SECURITIES INC.10,207$1.02M0.06%+5,02913F-HRTimeline
Oxinas Partners, LLC10,055$1M0.59%+5513F-HRTimeline
CHOREO, LLC9,849$984K0.02%-5613F-HRTimeline
Financial Advocates Investment Manageme…9,607$960K0.07%-59,65013F-HRTimeline
Mutual Advisors, LLC9,844$945K0.03%-1,31813F-HRTimeline
Investment Planning Advisors, Inc.9,100$909K0.37%-17,29413F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC8,986$897K0.48%-2,28213F-HR/ATimeline
RETIREMENT PLANNING GROUP, LLC / NY8,681$867K0.88%+5,66513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management8,664$865K0.03%+16013F-HRTimelineGroup
Steward Partners Investment Advisory, L…8,559$855K0.01%+83613F-HRTimeline
Hobbs Group Advisors, LLC8,282$827K0.31%-4,77413F-HRTimeline
Waverly Advisors, LLC8,185$818K0.01%+1,66013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.7,900$789K0.04%-7013F-HRTimeline
Bank of New Hampshire7,895$789K0.21%-50013F-HRTimeline
Phraction Management LLC7,810$780K0.26%013F-HRTimeline
Csenge Advisory Group8,319$770K0.04%-6,51113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management7,351$734K0.01%-50413F-HRTimelineGroup
Belpointe Asset Management LLC7,339$733K0.04%-3,60513F-HRTimeline
Investors Research Corp7,123$711K0.15%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,112$710K0.25%+18013F-HRTimeline
TOWNSQUARE CAPITAL LLC7,110$710K0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,066$706K0.02%-413F-HRTimelineGroup
Centerpoint Advisory Group6,928$692K0.68%-20013F-HRTimeline
FMR LLCin group FMR LLC6,895$689K<0.01%+84213F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,632$662K<0.01%-230,38813F-HRTimelineGroup
Jacobi Capital Management LLC6,514$651K0.05%+2,18513F-HRTimeline
Barry Investment Advisors, LLC6,511$650K0.17%-29113F-HRTimeline
49 WEALTH MANAGEMENT, LLC6,380$637K0.08%-6,37213F-HRTimeline
CWM, LLCin group CWM, LLC6,261$625K<0.01%-1,42113F-HRTimelineGroup
Schrum Private Wealth Management LLC6,241$623K0.55%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,154$615K0.12%-2,54213F-HRTimelineGroup
Andina Capital Management, LLC6,078$607K0.43%-1,55813F-HRTimeline
PFG Advisors5,903$590K0.03%-29013F-HRTimeline
COMERICA BANK5,846$584K<0.01%-1,57913F-HRTimeline
Institute for Wealth Management, LLC.5,704$570K0.07%-28813F-HRTimeline
Obermeyer Wealth Partners5,451$544K0.03%-2,73713F-HRTimeline
Herold Advisors, Inc.5,445$544K0.12%+113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,404$540K<0.01%new13F-HRTimeline
Quantinno Capital Management LP5,374$537K<0.01%new13F-HRTimeline
Bison Wealth, LLC5,439$524K0.05%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,182$518K<0.01%+1,24813F-HRTimelineGroup
Austin Private Wealth, LLC5,136$513K0.05%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,072$507K0.04%-2,08413F-HRTimeline
Kingsview Wealth Management, LLC5,063$506K0.01%-1,31213F-HRTimeline
Aveo Capital Partners, LLC5,174$505K0.08%-2,78913F-HRTimeline
High Note Wealth, LLC4,996$499K0.12%-14213F-HRTimeline
IFP Advisors, Inc4,829$482K0.01%-81013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,609$482K0.02%-12,72613F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…4,769$476K0.22%-61313F-HRTimeline
Whipplewood Advisors, LLC27,480$472K0.34%+22,71913F-HRTimeline
Key Financial Inc4,700$469K0.1%new13F-HRTimeline
HRT FINANCIAL LP4,694$468K<0.01%new13F-HRTimeline
First Heartland Consultants, Inc.4,643$464K0.05%-2,03113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,516$451K0.01%+1913F-HRTimelineGroup
Opal Wealth Advisors, LLC4,413$441K0.14%-1,52313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,387$435K0.07%-28613F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…4,199$419K0.16%-13013F-HRTimeline
Advisor Resource Council4,385$404K0.03%new13F-HRTimeline
Clark Asset Management, LLC4,003$400K0.07%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,000$400K0.03%013F-HRTimeline
TWO SIGMA SECURITIES, LLC3,897$389K0.06%+1,70113F-HRTimeline
Fairscale Capital, LLC3,881$388K0.35%+3813F-HRTimeline