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Disclosery

SPGP INVESCO EXCHANGE TRADED FD T

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S&P 500 GARP ETF (fund)

319 managers (323 13F filers) reported a position in SPGP shares at 2025-12-31, 13,009,906 shares in all. 30 filers opened a position and 24 filers sold out during the quarter.

Managers
319
13F filers
323
New
30
Added
84
Reduced
140
Sold out
24
Shares held by filers
13,009,906

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY2,074,872$236M0.01%-126,23113F-HR/ATimelineGroup
LPL Financial LLC1,295,252$147M0.04%-311,87113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC807,792$92M0.03%-309,71413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/752,096$85.6M0.01%-197,96213F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding459,506$52.3M-38,348Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…374,146$42.6M0.03%-68013F-HR/ATimelineGroup
HOWARD FINANCIAL SERVICES, LTD.335,500$38.2M4.47%-9,44313F-HRTimeline
Modern Wealth Management, LLC241,243$27.5M0.5%-2,26913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC205,414$23.4M0.03%-17,25913F-HRTimeline
Campbell Deegan Wealth Management, LLC193,630$22M17.8%+5,84313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA177,198$20.2M<0.01%+3,94113F-HRTimelineGroup
Coastal Bridge Advisors, LLC169,779$19.3M1.44%+68613F-HRTimeline
UBS Group AGin group UBS Group AG161,831$18.4M<0.01%-8,27013F-HRTimelineGroup
Creative Planningin group Creative Planning160,929$18.3M0.01%-14,91013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.160,754$18.3M0.03%-34,85413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN136,897$15.6M<0.01%-21,81113F-HRTimelineGroup
Cetera Investment Advisers133,109$15.2M0.02%-18,44213F-HRTimeline
Stadion Money Management, LLC132,618$15.1M1.22%-1,20013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP130,199$14.8M0.01%+4,81313F-HRTimelineGroup
D'Orazio & Associates, Inc.127,290$14.5M1.85%-15,64113F-HRTimeline
Cedar Wealth Management, LLC126,998$14.5M4.33%-9,68013F-HRTimeline
WESCAP Management Group, Inc.121,827$13.9M2.81%+5,35513F-HRTimeline
Grange Capital, LLC119,715$13.6M13.08%+1,07213F-HRTimeline
Silicon Valley Capital Partners118,131$13.5M1.22%-10,34013F-HRTimeline
Retirement Planning Group, LLC116,741$13.3M0.44%-7,52113F-HRTimeline
Darrow Company, Inc.107,900$12.3M5.52%+1,38813F-HRTimeline
Longview Financial Advisors, Inc.107,438$12.2M8.31%+1,42813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …102,704$11.7M0.23%-85,21213F-HRTimelineGroup
HighTower Advisors, LLC97,649$11.1M0.01%+6,31313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC92,123$10.5M0.49%+3,14013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS90,395$10.3M0.01%-39,60513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…86,892$10.2M0.01%-4,60113F-HRTimeline
Global Retirement Partners, LLC89,428$10.2M0.18%-61,52113F-HRTimeline
Cambridge Investment Research Advisors,…85,003$9.68M0.03%-28,31413F-HRTimeline
MML INVESTORS SERVICES, LLC82,498$9.39M0.02%-5,15213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding77,663$8.84M-7,571Timeline
Wood Tarver Financial Group, LLC76,474$8.71M2.45%-2,38913F-HRTimeline
Perennial Investment Advisors, LLC74,590$8.49M0.67%-16,08613F-HRTimeline
1900 WEALTH MANAGEMENT LLC70,042$7.97M0.51%-1,11413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC67,624$7.7M<0.01%-2,80013F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC64,160$7.3M0.43%-1,00613F-HRTimeline
Elevation Capital Advisory, LLC62,520$7.12M2.91%+29,47713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding61,920$7.05M-4,590Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP61,701$7.03M0.01%-6,54113F-HRTimelineGroup
Private Advisor Group, LLC58,044$6.61M0.03%-1,64513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC53,415$6.08M<0.01%-26,21013F-HR/ATimelineGroup
&PARTNERS51,242$5.83M0.03%+2,59413F-HRTimeline
Mariner, LLCin group Mariner, LLC50,617$5.76M0.01%-1,52813F-HRTimelineGroup
Alhambra Investment Management LLC48,852$5.56M2.59%-63713F-HRTimeline
D.A. DAVIDSON & CO.47,009$5.35M0.03%+3,99813F-HRTimeline
Johnson & White Wealth Management, LLC45,741$5.21M2.27%+3,93313F-HRTimeline
Principle Wealth Partners LLC45,406$5.17M0.29%-1,62213F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC43,765$4.98M0.64%-22,17613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO43,610$4.97M<0.01%-2,69413F-HRTimelineGroup
Hudock, Inc.42,703$4.86M0.72%-79713F-HRTimeline
FIRST UNITED BANK & TRUST42,607$4.85M1.55%-1,77813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC39,091$4.45M0.01%-29613F-HRTimelineGroup
NewEdge Advisors, LLC38,583$4.39M0.02%+66113F-HRTimeline
Sovran Advisors, LLC37,411$4.35M0.37%-3,08813F-HRTimeline
Allworth Financial LP37,671$4.29M0.02%-1,60113F-HRTimeline
Eagle Strategies LLC36,870$4.2M0.54%-1,00713F-HRTimeline
COZAD ASSET MANAGEMENT INC35,832$4.08M0.32%-5,40113F-HRTimeline
Janney Montgomery Scott LLC35,511$4.04M0.01%-1,11313F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC34,314$3.91M0.05%new13F-HRTimelineGroup
Marble Wealth, LLC34,176$3.89M0.54%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,634$3.83M0.03%+97613F-HRTimelineGroup
Pine Harbor Wealth Management, LLC33,554$3.82M1.17%-11,79613F-HRTimeline
Perigon Wealth Management, LLC32,240$3.67M0.07%-76013F-HRTimeline
Advyzon Investment Management, LLC30,660$3.49M0.4%new13F-HRTimeline
Arkadios Wealth Advisors29,756$3.39M0.07%+45513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,436$3.35M0.05%-81813F-HRTimelineGroup
NWAM LLC28,602$3.33M0.19%+2,76513F-HRTimeline
Kovack Advisors, Inc.29,196$3.32M0.16%new13F-HR/ATimeline
PERRYMAN FINANCIAL ADVISORY INC /AD28,988$3.3M0.48%13F-HRTimeline
Finward Bancorp28,564$3.25M2.53%-1,11313F-HRTimeline
GC Wealth Management RIA, LLC28,163$3.21M0.12%-4,41113F-HRTimeline
Breakwater Capital Group27,732$3.16M0.44%-1,98413F-HRTimeline
Guardian Capital, LLC26,674$3.04M2.72%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…25,690$2.92M0.01%new13F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC25,506$2.9M0.9%-5,87113F-HRTimeline
Marks Group Wealth Management, Inc23,892$2.72M0.26%013F-HRTimeline
Galvin, Gaustad & Stein, LLC23,756$2.7M0.21%new13F-HRTimeline
Milestone Investment Advisors LLC23,389$2.66M0.64%-2,13713F-HRTimeline
INTEGRITY ALLIANCE, LLC.23,059$2.63M0.1%+1,06813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP22,617$2.58M0.14%-24,73613F-HRTimeline
Geneos Wealth Management Inc.22,008$2.51M0.06%-61513F-HRTimeline
TME FINANCIAL, INC.21,016$2.39M1.68%-3,56113F-HRTimeline
World Investment Advisors19,695$2.24M0.04%+2,82113F-HR/ATimeline
Baron Financial Group, LLC18,565$2.11M1.13%-4513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,552$2.11M0.13%+16413F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC18,092$2.06M0.16%+5313F-HRTimeline
BEACON FINANCIAL PLANNING, INC17,842$2.03M0.98%-4813F-HRTimeline
HighPoint Advisor Group LLC17,462$1.99M0.04%new13F-HRTimeline
Belpointe Asset Management LLC17,308$1.97M0.07%+11,69013F-HRTimeline
Redhawk Wealth Advisors, Inc.16,769$1.91M0.21%+2913F-HRTimeline
Farther Finance Advisors, LLC16,361$1.86M0.02%-42213F-HRTimeline
ORG Partners LLC16,012$1.82M0.32%013F-HRTimeline
FLOW TRADERS U.S. LLC15,808$1.8M0.06%+4,39113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,684$1.79M<0.01%-10,01913F-HRTimelineGroup
Visionary Wealth Advisors15,222$1.73M0.08%-1,70913F-HRTimeline
Ring Mountain Capital, LLC14,953$1.73M0.89%-59213F-HRTimeline
CSM Advisors, LLC15,200$1.73M0.05%-2,60013F-HRTimeline
Clearstead Advisors, LLC15,094$1.72M0.02%-6413F-HRTimeline
Spectrum Wealth Advisory Group, LLC14,670$1.67M0.61%-1,72613F-HRTimeline
White Knight Strategic Wealth Advisors,…14,379$1.64M1.2%+1,40613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…14,185$1.62M0.27%-3,42213F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …13,880$1.58M0.02%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.13,425$1.53M0.03%+9,54513F-HRTimeline
NWF Advisory Services Inc.13,410$1.53M0.17%-25713F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC13,336$1.52M0.14%-1,14713F-HRTimelineGroup
Planned Solutions, Inc.12,807$1.46M0.47%-11413F-HRTimeline
FORONJY FINANCIAL LLC12,341$1.41M0.59%+1,65413F-HRTimeline
Financial Alternatives, Inc12,301$1.4M0.81%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,138$1.38M0.02%+35113F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED11,980$1.38M0.09%new13F-HRTimeline
J.W. COLE ADVISORS, INC.11,985$1.36M0.03%-2,14113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,733$1.34M<0.01%+40013F-HRTimelineGroup
INTEGRAL INVESTMENT ADVISORS, INC.11,454$1.3M0.32%-4013F-HRTimeline
Sigma Planning Corp22,782$1.3M0.04%+2,97513F-HRTimeline
Snowden Capital Advisors LLC11,397$1.3M0.03%-5813F-HRTimeline
Waverly Advisors, LLC11,135$1.27M0.01%+27013F-HRTimeline
WealthTrak Capital Management LLC11,097$1.26M0.9%+22413F-HRTimeline
CWM, LLCin group CWM, LLC11,048$1.26M<0.01%+1,73613F-HRTimelineGroup
WEALTH MANAGEMENT RESOURCES, INC.10,382$1.18M0.42%-57713F-HRTimeline
Advisory Services Network, LLC10,002$1.14M0.02%-4213F-HRTimeline
Quantinno Capital Management LP9,856$1.12M<0.01%+2,51213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,847$1.12M<0.01%+4,76513F-HRTimelineGroup
Summit Financial, LLC9,557$1.09M0.02%+24013F-HRTimeline
FMR LLCin group FMR LLC9,454$1.08M<0.01%+16213F-HRTimelineGroup
Latitude Advisors, LLC9,425$1.07M0.47%+53013F-HRTimeline
Sanctuary Advisors, LLC9,334$1.06M0.01%+6913F-HRTimeline
Steward Partners Investment Advisory, L…9,315$1.06M0.01%+90013F-HRTimeline
Investment Planning Advisors, Inc.9,049$1.03M0.3%+713F-HRTimeline
Mutual Advisors, LLC9,047$1.03M0.02%-21813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,847$1.01M0.01%-17213F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.8,624$982K0.01%+34113F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …8,261$941K0.09%-1,59113F-HRTimelineGroup
RETIREMENT PLANNING GROUP, LLC / NY8,180$931K0.64%-90913F-HRTimeline
Ethos Financial Group, LLC8,095$922K0.07%-16213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,816$890K0.02%+1,60113F-HRTimelineGroup
Fairway Wealth LLC7,800$888K0.24%+2,05713F-HRTimeline
Centerpoint Advisory Group7,758$883K0.68%+30013F-HRTimeline
WBH ADVISORY INC7,607$866K0.06%-58813F-HRTimeline
BridgePort Financial Solutions, LLC7,564$861K0.23%-1,53013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC7,290$830K0.3%-30013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,853$780K<0.01%-2,25513F-HRTimelineGroup
Phraction Management LLC6,710$764K0.21%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…6,606$752K0.24%+8813F-HRTimeline
Vise Technologies, Inc.6,596$751K0.01%new13F-HRTimeline
Jacobi Capital Management LLC6,458$735K0.04%-12213F-HRTimeline
Prasad Wealth Partners, LLC6,393$728K0.19%-18713F-HRTimeline
Bison Wealth, LLC6,798$728K0.08%+98113F-HRTimeline
Schrum Private Wealth Management LLC6,241$711K0.53%013F-HRTimeline
Kingsview Wealth Management, LLC6,163$702K0.01%+3,98813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\5,788$659K<0.01%013F-HRTimelineGroup
Csenge Advisory Group5,735$653K0.03%-48213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,670$646K<0.01%-3313F-HR/ATimelineGroup
Investors Research Corp5,586$636K0.12%-1,14413F-HRTimeline
Bank of New Hampshire5,465$622K0.14%-33013F-HRTimeline
Sequoia Financial Advisors, LLC5,311$605K<0.01%-1,28213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,058$576K<0.01%+3,76913F-HRTimelineGroup
Whipplewood Advisors, LLC4,960$565K0.36%+5513F-HRTimeline
Institute for Wealth Management, LLC.4,772$543K0.06%+313F-HRTimeline
PFG Advisors4,715$537K0.03%-48713F-HRTimeline
Cornerstone Wealth Management, LLC4,712$537K0.03%+92913F-HRTimeline
Integras Partners LLC4,702$535K0.43%-21213F-HRTimeline
Glass Jacobson Investment Advisors llc4,602$524K0.19%+21413F-HRTimeline
High Note Wealth, LLC4,602$524K0.1%-3713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,543$517K0.01%+813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,472$509K0.03%-20013F-HRTimeline
COMERICA BANK4,379$499K<0.01%-41013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,319$492K<0.01%+2913F-HRTimelineGroup
Herold Advisors, Inc.4,295$489K0.11%-52413F-HRTimeline
Hobbs Group Advisors, LLC4,284$488K0.15%-48913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV4,281$487K<0.01%+13413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC4,280$487K0.01%-34713F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…4,182$476K0.06%+16813F-HRTimeline
Astoria Portfolio Advisors LLC.4,094$466K0.11%-7,44213F-HRTimeline
Sovereign Financial Group, Inc.4,067$463K0.08%-32913F-HRTimeline
Clark Asset Management, LLC4,003$456K0.05%013F-HRTimeline
Redwood Family Wealth LLC4,001$456K0.45%13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT4,000$455K0.03%013F-HRTimeline
IFP Advisors, Inc3,869$441K0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,865$440K0.01%-14713F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…3,848$438K0.09%-17913F-HRTimeline
GTS SECURITIES LLC3,676$419K0.01%-9,05413F-HRTimeline
Venture Visionary Partners LLC3,575$407K0.01%013F-HRTimeline
CALTON & ASSOCIATES, INC.3,519$401K0.06%-1,23813F-HRTimeline
SIMON QUICK ADVISORS, LLC3,480$396K0.02%new13F-HRTimeline
Fairscale Capital, LLC3,461$394K0.26%-26313F-HRTimeline
Empirical Financial Services, LLC d.b.a…3,448$393K0.01%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,420$389K0.11%-1813F-HRTimeline
Coppell Advisory Solutions LLC3,362$386K0.04%+4813F-HRTimeline
Opulen Financial Group LLC3,348$381K0.28%+713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.3,345$381K0.02%-45013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,342$381K<0.01%013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK3,230$368K<0.01%013F-HRTimelineGroup
Claris Financial LLC3,185$363K0.19%new13F-HRTimeline
Obermeyer Wealth Partners3,173$361K0.02%-3,47113F-HRTimeline
Verum Partners LLC3,054$348K0.07%+513F-HRTimeline