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Disclosery

SPGP INVESCO EXCHANGE TRADED FD T

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S&P 500 GARP ETF (fund)

313 managers (316 13F filers) reported a position in SPGP shares at 2025-06-30, 16,234,048 shares in all. 20 filers opened a position and 27 filers sold out during the quarter.

Managers
313
13F filers
316
New
20
Added
75
Reduced
171
Sold out
27
Shares held by filers
16,234,048

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY2,422,980$261M0.02%-917,54513F-HRTimelineGroup
LPL Financial LLC2,241,807$241M0.08%-315,30713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,129,577$122M0.04%-320,37913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,026,478$111M0.01%-143,40613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…590,258$63.6M0.05%-2,77913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding567,386$61.1M-463,440Timeline
COMMONWEALTH EQUITY SERVICES, LLC359,303$38.7M0.05%-11,83413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.346,178$37.3M4.9%-8,21113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN267,048$28.8M0.01%-320,82713F-HRTimelineGroup
UBS Group AGin group UBS Group AG238,144$25.6M0.01%-153,49713F-HRTimelineGroup
Retirement Planning Group, LLC215,392$23.2M0.99%-78,29913F-HRTimeline
D'Orazio & Associates, Inc.199,700$21.5M3.04%-47,11813F-HRTimeline
Creative Planningin group Creative Planning186,454$20.1M0.02%-14,27613F-HRTimelineGroup
Campbell Deegan Wealth Management, LLC185,634$20M19.69%+10,23713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …182,430$19.6M0.45%+14,25113F-HRTimelineGroup
Global Retirement Partners, LLC181,620$19.6M0.48%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.176,789$19M0.03%-25,15313F-HR/ATimelineGroup
Coastal Bridge Advisors, LLC169,103$18.2M1.51%+3,79213F-HRTimeline
Silicon Valley Capital Partners162,395$17.5M1.82%-29,86613F-HRTimeline
Perennial Investment Advisors, LLC143,220$15.4M1.5%-87,03813F-HRTimeline
Cedar Wealth Management, LLC142,405$15.3M5.19%-1,62313F-HRTimeline
Stadion Money Management, LLC140,039$15.1M1.24%-1,10013F-HRTimeline
Longview Financial Advisors, Inc.134,405$14.5M12.3%+43713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA128,218$13.8M<0.01%-40,20113F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…121,134$13M0.04%-174,15513F-HRTimeline
Grange Capital, LLC119,837$12.9M13.5%-46,89013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP117,539$12.6M0.01%+15,74213F-HRTimelineGroup
WESCAP Management Group, Inc.116,570$12.6M2.86%-16,29713F-HRTimeline
Principle Wealth Partners LLC112,944$12.2M0.76%-6,52213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.112,584$12.1M0.07%+2,10913F-HRTimeline
HighTower Advisors, LLC103,126$11.1M0.01%-55,36913F-HRTimeline
Darrow Company, Inc.102,965$11.1M5.61%+4,04413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…95,846$10.4M0.02%-46,16313F-HRTimeline
Atria Wealth Solutions, Inc.90,906$9.83M0.22%-89413F-HRTimeline
MML INVESTORS SERVICES, LLC90,073$9.7M0.03%-3,50313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC85,635$9.22M<0.01%-173,84513F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC80,507$8.67M0.41%+11,64113F-HRTimeline
Wood Tarver Financial Group, LLC76,873$8.28M2.49%-3,64013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC75,002$8.08M<0.01%+31,30613F-HRTimelineGroup
1900 WEALTH MANAGEMENT LLC71,369$7.69M0.58%-1,14913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC70,912$7.64M<0.01%-105,63113F-HRTimelineGroup
LIBERTY ONE INVESTMENT MANAGEMENT, LLC67,656$7.29M0.74%+91713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC66,748$7.19M0.5%-7,49213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP65,833$7.09M0.01%-4,98013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS60,291$6.49M0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC57,779$6.22M0.03%-6,43313F-HRTimeline
Pine Harbor Wealth Management, LLC56,595$6.1M2.14%-10,69213F-HRTimeline
Mariner, LLCin group Mariner, LLC54,750$5.9M0.01%+2,94713F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC52,220$5.62M0.49%-4,64813F-HR/ATimeline
Alhambra Investment Management LLC50,432$5.43M2.69%+87513F-HRTimeline
Santori & Peters, Inc.50,239$5.41M1.96%+4713F-HRTimeline
Sovran Advisors, LLC49,588$5.38M0.56%-21,90713F-HRTimeline
FIRST UNITED BANK & TRUST48,021$5.17M1.8%-5,51113F-HRTimeline
Cetera Investment Advisers47,688$5.14M0.01%-12,04613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO47,601$5.13M<0.01%-40,45213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding46,990$5.06M-31,042Timeline
MONEY CONCEPTS CAPITAL CORP45,075$4.85M0.32%-25,69713F-HRTimeline
Sanctuary Advisors, LLC44,790$4.82M0.03%-19613F-HRTimeline
Hudock, Inc.43,704$4.71M0.76%+7,10813F-HRTimeline
D.A. DAVIDSON & CO.42,434$4.57M0.03%+2,03313F-HRTimeline
GC Wealth Management RIA, LLC41,356$4.45M0.36%-4,54913F-HRTimeline
Johnson & White Wealth Management, LLC40,681$4.38M2.21%+45913F-HRTimeline
Clearstead Advisors, LLC39,718$4.28M0.06%+3,59613F-HRTimeline
Allworth Financial LP39,572$4.26M0.02%-1,90513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC38,759$4.17M0.01%new13F-HRTimelineGroup
Eagle Strategies LLC37,384$4.03M0.61%-20,85013F-HRTimeline
NewEdge Advisors, LLC37,329$4.02M0.02%-27,32213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,193$3.9M0.03%-15,06113F-HRTimelineGroup
Finward Bancorp34,402$3.71M2.93%-40913F-HRTimeline
Perigon Wealth Management, LLC33,446$3.6M0.08%+23713F-HRTimeline
Modern Wealth Management, LLC32,689$3.52M0.09%+41013F-HR/ATimeline
Breakwater Capital Group32,471$3.5M0.57%-7,44713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …32,246$3.47M0.05%-1,10813F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED32,063$3.45M0.29%+10,80613F-HRTimeline
GENESIS PRIVATE WEALTH, LLC31,072$3.35M1.58%+1,24213F-HRTimeline
Strategic Blueprint, LLC29,601$3.19M0.16%-7,11513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…28,900$3.11M0.01%new13F-HR/ATimelineGroup
AMERIFLEX GROUP, INC.28,742$3.06M1.61%-13,64813F-HRTimeline
World Investment Advisors27,951$3.01M0.07%-23,25813F-HRTimeline
Elevation Capital Advisory, LLC27,285$2.94M1.18%+2,53413F-HRTimeline
Milestone Investment Advisors LLC27,216$2.93M0.76%-1,48613F-HRTimeline
NBZ Investment Advisors LLC26,815$2.89M1.65%-14,90213F-HRTimeline
TME FINANCIAL, INC.26,452$2.85M2.3%-25,52613F-HRTimeline
NWAM LLC25,858$2.82M0.16%+78113F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,999$2.8M<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC25,895$2.79M0.1%-5,13613F-HRTimeline
CHB Investment Group, LLC25,038$2.7M1.38%-2413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,096$2.6M<0.01%+3,77513F-HRTimelineGroup
Marks Group Wealth Management, Inc23,892$2.57M0.24%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.22,267$2.4M0.15%-1,96613F-HRTimelineGroup
Geneos Wealth Management Inc.22,132$2.38M0.06%-56,47813F-HRTimeline
BridgePort Financial Solutions, LLC21,778$2.35M0.78%+95813F-HRTimeline
U.S. Capital Wealth Advisors, LLC21,732$2.34M0.07%-14813F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.20,150$2.17M1.79%-4,88413F-HRTimeline
Baron Financial Group, LLC18,640$2.01M1.18%+30513F-HRTimeline
Sovereign Financial Group, Inc.18,520$1.99M0.41%-96013F-HRTimeline
Sigma Planning Corp18,300$1.97M0.06%+8,07813F-HRTimeline
BEACON FINANCIAL PLANNING, INC18,109$1.95M1.09%-3,57813F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC18,036$1.94M0.15%+4413F-HRTimeline
CSM Advisors, LLC17,800$1.92M0.06%-1,30013F-HRTimeline
Visionary Wealth Advisors16,960$1.83M0.09%+12813F-HRTimeline
FORONJY FINANCIAL LLC16,945$1.82M0.85%13F-HRTimeline
Spectrum Wealth Advisory Group, LLC16,420$1.77M0.82%-9813F-HRTimeline
ORG Partners LLC16,012$1.74M0.37%+42213F-HRTimeline
Redhawk Wealth Advisors, Inc.16,143$1.74M0.22%-4,62613F-HRTimeline
Ring Mountain Capital, LLC15,761$1.72M1.04%+49913F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC15,606$1.68M0.17%-1,69313F-HRTimelineGroup
White Knight Strategic Wealth Advisors,…15,099$1.63M1.38%-50513F-HRTimeline
Focus Financial Network, Inc.14,495$1.56M0.06%-5,73913F-HRTimeline
J.W. COLE ADVISORS, INC.14,090$1.52M0.03%+3113F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …13,880$1.49M0.02%-4,27413F-HRTimelineGroup
NWF Advisory Services Inc.13,647$1.47M0.18%new13F-HRTimeline
Financial Alternatives, Inc13,431$1.45M0.94%-1913F-HRTimeline
Atria Investments, Inc13,338$1.44M0.02%-7,05113F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.12,269$1.32M0.38%+32513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,125$1.31M0.02%-79513F-HRTimelineGroup
Planned Solutions, Inc.12,039$1.3M0.5%-86,97413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,833$1.27M<0.01%013F-HRTimelineGroup
Astoria Portfolio Advisors LLC.11,532$1.27M0.36%-72513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,593$1.25M0.03%-3,04813F-HRTimelineGroup
Snowden Capital Advisors LLC11,513$1.24M0.04%-75013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.11,403$1.23M0.42%-6,34913F-HRTimeline
WealthTrak Capital Management LLC10,722$1.15M0.96%+40313F-HRTimeline
Advisory Services Network, LLC9,984$1.09M0.02%-14,73913F-HRTimeline
Latitude Advisors, LLC10,023$1.08M0.54%-59913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,944$1.07M0.08%-5,00413F-HRTimelineGroup
Oxinas Partners, LLC9,723$1.05M0.54%-33213F-HRTimeline
Mutual Advisors, LLC9,420$1.05M0.03%-42413F-HRTimeline
Farther Finance Advisors, LLC9,436$1.02M0.02%-93613F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY9,026$972K0.85%+34513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,026$972K<0.01%-52,94013F-HRTimelineGroup
SYNOVUS FINANCIAL CORP9,010$971K0.01%-19,31413F-HRTimeline
Investment Planning Advisors, Inc.8,852$953K0.34%-24813F-HRTimeline
Waverly Advisors, LLC8,636$930K0.01%+45113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,574$923K0.01%+1,22313F-HRTimelineGroup
Steward Partners Investment Advisory, L…8,251$889K0.01%-30813F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC8,226$886K0.39%-76013F-HRTimeline
WBH ADVISORY INC8,225$886K0.08%-3,07513F-HRTimeline
Coppell Advisory Solutions LLC8,041$859K0.1%new13F-HR/ATimeline
Csenge Advisory Group8,253$837K0.04%-6613F-HRTimeline
Centerpoint Advisory Group7,508$809K0.7%+58013F-HRTimeline
Prospera Financial Services Inc7,154$772K0.01%-3,68313F-HRTimeline
Investors Research Corp7,123$767K0.15%013F-HRTimeline
Bank of New Hampshire6,895$743K0.18%-1,00013F-HRTimeline
Obermeyer Wealth Partners6,764$728K0.04%+1,31313F-HRTimeline
Prostatis Group LLC6,764$728K0.21%-4,00913F-HRTimeline
Phraction Management LLC6,710$723K0.23%-1,10013F-HRTimeline
Jacobi Capital Management LLC6,693$721K0.05%+17913F-HRTimeline
Sequoia Financial Advisors, LLC6,672$719K<0.01%-4,42713F-HRTimeline
Prasad Wealth Partners, LLC6,587$709K0.21%-7,15613F-HRTimeline
Barry Investment Advisors, LLC6,527$703K0.17%+1613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,447$694K0.02%-61913F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…6,321$681K0.22%-79113F-HRTimeline
Schrum Private Wealth Management LLC6,241$672K0.54%013F-HRTimeline
CALTON & ASSOCIATES, INC.6,157$663K0.11%-13,86513F-HRTimeline
CWM, LLCin group CWM, LLC6,125$660K<0.01%-13613F-HRTimelineGroup
Bison Wealth, LLC6,054$660K0.05%+61513F-HRTimeline
First Heartland Consultants, Inc.6,084$655K0.06%+1,44113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,063$653K<0.01%-56913F-HRTimelineGroup
Belpointe Asset Management LLC5,978$644K0.03%-1,36113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,713$615K0.01%-14,12113F-HRTimeline
COMERICA BANK5,489$591K<0.01%-35713F-HRTimeline
Austin Private Wealth, LLC5,459$588K0.05%+32313F-HRTimeline
Quantinno Capital Management LP5,457$588K<0.01%+8313F-HRTimeline
GTS SECURITIES LLC5,280$569K0.03%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC5,263$567K0.07%+1,36613F-HRTimeline
FMR LLCin group FMR LLC5,209$561K<0.01%-1,68613F-HRTimelineGroup
PFG Advisors5,201$560K0.03%-70213F-HRTimeline
Herold Advisors, Inc.5,141$554K0.12%-30413F-HRTimeline
CHOREO, LLC5,087$548K0.01%-4,76213F-HRTimeline
Whipplewood Advisors, LLC5,061$545K0.3%-22,41913F-HRTimeline
Strategic Wealth Partners, Ltd.5,000$538K0.04%13F-HRTimeline
High Note Wealth, LLC4,996$538K0.12%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC4,800$517K<0.01%-19,80013F-HRTimeline
Hobbs Group Advisors, LLC4,773$514K0.18%-3,50913F-HRTimeline
Institute for Wealth Management, LLC.4,767$513K0.06%-93713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,672$503K0.04%-40013F-HRTimeline
TOWNSQUARE CAPITAL LLC4,548$490K0.05%-2,56213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,529$488K0.01%+1313F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.4,495$484K0.02%-3,40513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,471$482K<0.01%-93313F-HRTimeline
IFP Advisors, Inc4,169$449K0.01%-66013F-HRTimeline
Integras Partners LLC4,169$449K0.45%+85813F-HRTimeline
Glass Jacobson Investment Advisors llc4,137$446K0.17%+1,15613F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,041$435K0.16%-72813F-HRTimeline
Clark Asset Management, LLC4,003$431K0.06%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,000$431K0.03%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,969$427K0.01%-15,15113F-HRTimelineGroup
Bay Colony Advisory Group, Inc d/b/a Ba…3,818$411K0.06%-56913F-HRTimeline
HARBOUR INVESTMENTS, INC.3,810$410K0.01%+6913F-HRTimeline
Fairscale Capital, LLC3,724$406K0.29%-15713F-HRTimeline
Venture Visionary Partners LLC3,575$385K0.01%new13F-HRTimeline
Opal Wealth Advisors, LLC3,573$385K0.11%-84013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,461$373K0.13%-73813F-HRTimeline
Cornerstone Wealth Management, LLC3,445$371K0.02%+52713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,432$370K<0.01%013F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC3,416$368K0.17%-37613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,414$368K0.08%+47413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,342$360K<0.01%-3313F-HRTimelineGroup
Opulen Financial Group LLC3,337$359K0.29%+613F-HRTimeline