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Disclosery

SPGP INVESCO EXCHANGE TRADED FD T

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S&P 500 GARP ETF (fund)

304 managers (308 13F filers) reported a position in SPGP shares at 2025-09-30, 14,258,852 shares in all. 23 filers opened a position and 26 filers sold out during the quarter.

Managers
304
13F filers
308
New
23
Added
79
Reduced
144
Sold out
26
Shares held by filers
14,258,852

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY2,201,103$250M0.02%-221,87713F-HR/ATimelineGroup
LPL Financial LLC1,607,123$183M0.05%-634,68413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,117,506$127M0.04%-12,07113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/950,058$108M0.01%-76,42013F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding497,854$56.6M-69,532Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…374,826$42.6M0.03%-215,43213F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.344,943$39.2M4.8%-1,23513F-HRTimeline
Modern Wealth Management, LLC243,512$27.7M0.55%+210,82313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC222,673$25.3M0.03%-136,63013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.195,608$22.1M0.03%+18,81913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …187,916$21.4M0.44%+5,48613F-HRTimelineGroup
Campbell Deegan Wealth Management, LLC187,787$21.3M19.06%+2,15313F-HRTimeline
Creative Planningin group Creative Planning175,839$20M0.02%-10,61513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA173,257$19.7M<0.01%+45,03913F-HRTimelineGroup
UBS Group AGin group UBS Group AG170,101$19.3M<0.01%-68,04313F-HRTimelineGroup
Coastal Bridge Advisors, LLC169,093$19.2M1.46%-1013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN158,708$18M<0.01%-108,34013F-HRTimelineGroup
Cetera Investment Advisers151,551$17.2M0.02%+103,86313F-HRTimeline
Global Retirement Partners, LLC150,949$17.2M0.38%-30,67113F-HRTimeline
D'Orazio & Associates, Inc.142,931$16.2M2.15%-56,76913F-HRTimeline
Cedar Wealth Management, LLC136,678$15.5M4.76%-5,72713F-HRTimeline
Stadion Money Management, LLC133,818$15.2M1.21%-6,22113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS130,000$14.8M0.01%+69,70913F-HRTimelineGroup
Silicon Valley Capital Partners128,471$14.6M1.38%-33,92413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP125,386$14.2M0.01%+7,84713F-HRTimelineGroup
Retirement Planning Group, LLC124,262$14.1M0.49%-91,13013F-HRTimeline
Grange Capital, LLC118,643$13.5M13.03%-1,19413F-HRTimeline
WESCAP Management Group, Inc.116,472$13.2M2.78%-9813F-HRTimeline
Cambridge Investment Research Advisors,…113,317$12.9M0.04%-7,81713F-HRTimeline
Darrow Company, Inc.106,512$12.1M5.62%+3,54713F-HRTimeline
Longview Financial Advisors, Inc.106,010$12M8.59%-28,39513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…91,493$10.5M0.02%-4,35313F-HRTimeline
HighTower Advisors, LLC91,336$10.4M0.01%-11,79013F-HRTimeline
Perennial Investment Advisors, LLC90,676$10.3M0.85%-52,54413F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC88,983$10.1M0.44%+8,47613F-HRTimeline
MML INVESTORS SERVICES, LLC87,650$9.96M0.03%-2,42313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding85,234$9.68M-401Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC79,625$9.05M<0.01%+4,62313F-HRTimelineGroup
Wood Tarver Financial Group, LLC78,863$8.96M2.64%+1,99013F-HRTimeline
1900 WEALTH MANAGEMENT LLC71,156$8.08M0.55%-21313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC70,424$8M<0.01%-48813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP68,242$7.75M0.01%+2,40913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding66,510$7.56M+19,520Timeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC65,941$7.49M0.42%-1,71513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC65,166$7.4M0.46%-1,58213F-HRTimeline
Private Advisor Group, LLC59,689$6.78M0.03%+1,91013F-HRTimeline
Mariner, LLCin group Mariner, LLC52,145$5.92M0.01%-2,60513F-HRTimelineGroup
Alhambra Investment Management LLC49,489$5.62M2.67%-94313F-HRTimeline
&PARTNERS48,648$5.53M0.04%new13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP47,353$5.38M0.33%+2,27813F-HRTimeline
Principle Wealth Partners LLC47,028$5.34M0.31%-65,91613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO46,304$5.26M<0.01%-1,29713F-HR/ATimelineGroup
Pine Harbor Wealth Management, LLC45,350$5.15M1.65%-11,24513F-HRTimeline
FIRST UNITED BANK & TRUST44,385$5.04M1.64%-3,63613F-HRTimeline
Hudock, Inc.43,500$4.94M0.75%-20413F-HRTimeline
D.A. DAVIDSON & CO.43,011$4.89M0.03%+57713F-HRTimeline
Johnson & White Wealth Management, LLC41,808$4.75M2.18%+1,12713F-HRTimeline
COZAD ASSET MANAGEMENT INC41,233$4.68M0.37%-10,98713F-HRTimeline
Sovran Advisors, LLC40,499$4.55M0.4%-9,08913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC39,387$4.48M0.01%+62813F-HRTimelineGroup
Allworth Financial LP39,272$4.46M0.02%-30013F-HRTimeline
NewEdge Advisors, LLC37,922$4.31M0.02%+59313F-HRTimeline
Eagle Strategies LLC37,877$4.3M0.58%+49313F-HRTimeline
Janney Montgomery Scott LLC36,624$4.16M0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,851$3.86M<0.01%-49813F-HRTimelineGroup
Elevation Capital Advisory, LLC33,043$3.75M1.5%+5,75813F-HRTimeline
Perigon Wealth Management, LLC33,000$3.75M0.08%-44613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.32,658$3.71M0.03%-3,53513F-HRTimelineGroup
GC Wealth Management RIA, LLC32,574$3.7M0.12%-8,78213F-HRTimeline
GENESIS PRIVATE WEALTH, LLC31,377$3.56M1.5%+30513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …30,254$3.44M0.04%-1,99213F-HRTimelineGroup
Breakwater Capital Group29,716$3.38M0.5%-2,75513F-HRTimeline
Finward Bancorp29,677$3.37M2.56%-4,72513F-HRTimeline
Arkadios Wealth Advisors29,301$3.33M0.08%new13F-HRTimeline
NWAM LLC25,837$2.93M0.16%-2113F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,703$2.92M<0.01%+16,67713F-HRTimelineGroup
Milestone Investment Advisors LLC25,526$2.9M0.72%-1,69013F-HRTimeline
TME FINANCIAL, INC.24,577$2.79M2.09%-1,87513F-HRTimeline
Marks Group Wealth Management, Inc23,892$2.71M0.25%013F-HRTimeline
Geneos Wealth Management Inc.22,623$2.57M0.07%+49113F-HRTimeline
INTEGRITY ALLIANCE, LLC.21,991$2.5M0.12%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC20,299$2.31M0.06%-1,43313F-HRTimeline
Sigma Planning Corp19,807$2.25M0.06%+1,50713F-HRTimeline
Baron Financial Group, LLC18,610$2.11M1.16%-3013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,388$2.09M0.11%-3,87913F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC18,039$2.05M0.14%+313F-HRTimeline
BEACON FINANCIAL PLANNING, INC17,890$2.03M1.05%-21913F-HRTimeline
CSM Advisors, LLC17,800$2.02M0.06%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…17,607$2M0.35%new13F-HRTimeline
Visionary Wealth Advisors16,931$1.92M0.09%-2913F-HRTimeline
World Investment Advisors16,874$1.92M0.04%-11,07713F-HRTimeline
Farther Finance Advisors, LLC16,783$1.91M0.03%+7,34713F-HRTimeline
Redhawk Wealth Advisors, Inc.16,740$1.9M0.22%+59713F-HRTimeline
Spectrum Wealth Advisory Group, LLC16,396$1.86M0.77%-2413F-HRTimeline
ORG Partners LLC16,012$1.82M0.33%013F-HRTimeline
Ring Mountain Capital, LLC15,545$1.77M0.98%-21613F-HRTimeline
Clearstead Advisors, LLC15,158$1.72M0.03%-24,56013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC14,483$1.65M0.16%-1,12313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.14,126$1.6M0.03%+3613F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …13,880$1.58M0.02%013F-HRTimelineGroup
NWF Advisory Services Inc.13,667$1.55M0.17%+2013F-HRTimeline
White Knight Strategic Wealth Advisors,…12,973$1.47M1.16%-2,12613F-HRTimeline
Planned Solutions, Inc.12,921$1.47M0.51%+88213F-HRTimeline
GTS SECURITIES LLC12,730$1.45M0.06%+7,45013F-HRTimeline
Financial Alternatives, Inc12,301$1.4M0.85%-1,13013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,787$1.34M0.02%-33813F-HRTimelineGroup
Astoria Portfolio Advisors LLC.11,536$1.33M0.35%+413F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.11,494$1.31M0.35%-77513F-HRTimeline
Snowden Capital Advisors LLC11,455$1.3M0.04%-5813F-HRTimeline
FLOW TRADERS U.S. LLC11,417$1.3M0.05%-14,47813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,333$1.29M<0.01%-50013F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.10,959$1.25M0.4%-44413F-HRTimeline
WealthTrak Capital Management LLC10,873$1.24M1.02%+15113F-HRTimeline
Waverly Advisors, LLC10,865$1.23M0.01%+2,22913F-HRTimeline
FORONJY FINANCIAL LLC10,687$1.21M0.53%-6,25813F-HRTimeline
Advisory Services Network, LLC10,044$1.14M0.02%+6013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,923$1.13M<0.01%-16,07613F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …9,852$1.12M0.14%-9213F-HR/ATimelineGroup
Summit Financial, LLC9,317$1.06M0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC9,312$1.06M<0.01%+3,18713F-HRTimelineGroup
FMR LLCin group FMR LLC9,292$1.06M<0.01%+4,08313F-HRTimelineGroup
Mutual Advisors, LLC9,265$1.05M0.02%-15513F-HRTimeline
Sanctuary Advisors, LLC9,265$1.05M0.01%-35,52513F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,108$1.03M<0.01%-14,98813F-HRTimelineGroup
BridgePort Financial Solutions, LLC9,094$1.03M0.28%-12,68413F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY9,089$1.03M0.77%+6313F-HRTimeline
Investment Planning Advisors, Inc.9,042$1.03M0.32%+19013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,019$1.02M0.01%+44513F-HRTimelineGroup
Latitude Advisors, LLC8,895$1.01M0.46%-1,12813F-HRTimeline
Steward Partners Investment Advisory, L…8,415$956K0.01%+16413F-HRTimeline
Vestmark Advisory Solutions, Inc.8,283$941K0.02%+6,34813F-HRTimeline
Ethos Financial Group, LLC8,257$938K0.07%new13F-HRTimeline
WBH ADVISORY INC8,195$931K0.07%-3013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC7,590$862K0.33%-63613F-HRTimeline
Centerpoint Advisory Group7,458$847K0.66%-5013F-HRTimeline
Quantinno Capital Management LP7,344$834K<0.01%+1,88713F-HRTimeline
Investors Research Corp6,730$765K0.14%-39313F-HRTimeline
Phraction Management LLC6,710$762K0.22%013F-HRTimeline
Obermeyer Wealth Partners6,644$755K0.04%-12013F-HRTimeline
Sequoia Financial Advisors, LLC6,593$749K<0.01%-7913F-HRTimeline
Prasad Wealth Partners, LLC6,580$748K0.21%-713F-HRTimeline
Jacobi Capital Management LLC6,580$748K0.05%-11313F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…6,518$741K0.24%+19713F-HRTimeline
Schrum Private Wealth Management LLC6,241$709K0.52%013F-HRTimeline
Csenge Advisory Group6,217$706K0.03%-2,03613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,215$706K0.02%-23213F-HRTimelineGroup
Bank of New Hampshire5,795$658K0.15%-1,10013F-HRTimeline
First Heartland Consultants, Inc.5,791$658K0.05%-29313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,788$658K<0.01%+2,55713F-HRTimelineGroup
Bison Wealth, LLC5,817$653K0.06%-23713F-HRTimeline
Fairway Wealth LLC5,743$653K0.18%+3,48113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,703$648K<0.01%new13F-HRTimelineGroup
Belpointe Asset Management LLC5,618$638K0.02%-36013F-HRTimeline
Prostatis Group LLC5,450$619K0.16%-1,31413F-HRTimeline
PFG Advisors5,202$591K0.02%+113F-HRTimeline
Strategic Wealth Partners, Ltd.5,129$583K0.04%+12913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,082$577K<0.01%+1,65013F-HRTimelineGroup
Integras Partners LLC4,914$558K0.45%+74513F-HRTimeline
Whipplewood Advisors, LLC4,905$557K0.37%-15613F-HRTimeline
Herold Advisors, Inc.4,819$548K0.13%-32213F-HRTimeline
COMERICA BANK4,789$544K<0.01%-70013F-HRTimeline
Hobbs Group Advisors, LLC4,773$542K0.17%013F-HRTimeline
Institute for Wealth Management, LLC.4,769$542K0.06%+213F-HRTimeline
CALTON & ASSOCIATES, INC.4,757$540K0.08%-1,40013F-HRTimeline
Hershey Financial Advisers, LLC4,681$532K0.46%new13F-HRTimeline
High Note Wealth, LLC4,639$527K0.11%-35713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,627$526K0.01%-1,08613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC4,600$523K<0.01%-20013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,535$515K0.01%+613F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,672$508K0.04%013F-HRTimeline
Sovereign Financial Group, Inc.4,396$499K0.09%-14,12413F-HRTimeline
Glass Jacobson Investment Advisors llc4,388$499K0.18%+25113F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,359$495K0.03%+3,44513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,290$487K<0.01%-1,77313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,147$471K<0.01%-32413F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,027$457K0.15%-1413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,014$456K0.05%+19613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,012$456K0.01%+1,86913F-HRTimelineGroup
Clark Asset Management, LLC4,003$455K0.05%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,000$454K0.03%013F-HRTimeline
CHOREO, LLC3,894$442K0.01%-1,19313F-HRTimeline
HARBOUR INVESTMENTS, INC.3,880$441K0.01%+7013F-HRTimeline
IFP Advisors, Inc3,869$440K0.01%-30013F-HR/ATimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,795$431K0.02%-70013F-HRTimeline
Cornerstone Wealth Management, LLC3,783$430K0.02%+33813F-HRTimeline
Fairscale Capital, LLC3,724$423K0.29%013F-HRTimeline
Venture Visionary Partners LLC3,575$406K0.01%013F-HRTimeline
Strategic Blueprint, LLC3,448$392K0.02%-26,15313F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,448$392K0.01%+56313F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,438$391K0.12%-2313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,342$380K<0.01%013F-HRTimelineGroup
Opulen Financial Group LLC3,341$380K0.29%+413F-HRTimeline
Coppell Advisory Solutions LLC3,314$377K0.04%-4,72713F-HRTimeline
Santori & Peters, Inc.3,249$369K0.13%-46,99013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,230$367K<0.01%013F-HRTimelineGroup
Avestar Capital, LLC3,092$351K0.03%new13F-HRTimeline
Verum Partners LLC3,049$346K0.07%+513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,037$345K0.07%-37713F-HRTimeline
Summit Financial Consulting LLC2,996$340K0.27%-6813F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC2,876$327K0.5%-22413F-HRTimeline