Public ownership evidence

Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) Ownership Disclosures

Read RSPA insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Invesco S&P 500 Equal Weight Income Advantage ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Report period
2026-06-30
Available
2026-08-28
Reported shares
6,956
Value (USD)
$1,535,622
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001754960-26-000783
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read RSPA fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read RSPA fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2026-06-302026-08-286,956$1,535,622None
Kingsview Wealth Management, LLC2026-06-302026-08-207,662$408,780None
Beacon Pointe Advisors, LLC2026-06-302026-08-194,401$234,794None
Federation des caisses Desjardins du Quebec2026-06-302026-08-153,215$171,520None
O'ROURKE & COMPANY, Inc2026-06-302026-08-1520,219$1,078,721None
Western Wealth Management, LLC2026-06-302026-08-154,109$219,215None
Adalta Capital Management LLC2026-06-302026-08-157,100$378,785None
OSAIC HOLDINGS, INC.2026-06-302026-08-15225,675$12,042,077None
OLD MISSION CAPITAL LLC2026-06-302026-08-1522,981$1,226,036None
&PARTNERS2026-06-302026-08-1517,194$916,134None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15550,723$29,463,677None
ROYAL BANK OF CANADA2026-06-302026-08-1594,471$5,040,000None
NATIXIS ADVISORS, LLC2026-06-302026-08-1555,127$2,941,000None
Invesco Ltd.2026-06-302026-08-154,137,449$220,732,904None
FIRST MANHATTAN CO. LLC.2026-06-302026-08-1510,607$565,883None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15151,483$8,081,618None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-158,692$463,718None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15431,778$23,035,366None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15187,200$9,987,120None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1519,117$1,019,892None
BANK OF AMERICA CORP /DE/2026-06-302026-08-156,207$331,143None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1417,366$926,476None
UBS Group AG2026-06-302026-08-14407,224$21,725,400None
CIBC WORLD MARKET INC.2026-06-302026-08-1414,623$780,137None
Elequin Capital, LP2026-06-302026-08-14594$31,690None
MORGAN STANLEY2026-06-302026-08-14636,052$33,933,376None
Integrated Wealth Concepts LLC2026-06-302026-08-135,202$277,561None
Cetera Investment Advisers2026-06-302026-08-13212,536$11,338,827None
Barnett & Company, Inc.2026-06-302026-08-1314,618$779,870None
NewEdge Advisors, LLC2026-06-302026-08-132,223$118,578None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-133,750$200,063None
STIFEL FINANCIAL CORP2026-06-302026-08-1354,132$2,887,957None
MJP ASSOCIATES INC /ADV2026-06-302026-08-1278,670$4,197,033None
EAGLE HARBOR ASSET MANAGEMENT INC /ADV2026-06-302026-08-122,557$544,053None
EAGLE HARBOR ASSET MANAGEMENT INC /ADV2026-03-312026-08-122,557$490,739None
EAGLE HARBOR ASSET MANAGEMENT INC /ADV2025-12-312026-08-122,315$443,461None
EAGLE HARBOR ASSET MANAGEMENT INC /ADV2025-09-302026-08-122,314$438,966None
Stratos Investment Management, LLC2026-06-302026-08-1210,276$548,260None
Stratos Wealth Partners, LTD.2026-06-302026-08-1213,796$736,060None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12335$17,853None
GREAT VALLEY ADVISOR GROUP, INC.2026-06-302026-08-1119,384$1,034,154None
NATIONAL BANK OF CANADA /FI/2026-06-302026-08-11545$29,087None
Perigon Wealth Management, LLC2026-06-302026-08-0847,347$2,525,962None
LPL Financial LLC2026-06-302026-08-081,447,161$77,206,039None
SILVERLAKE WEALTH MANAGEMENT LLC2026-06-302026-08-0710,317$550,408None
Plante Moran Financial Advisors, LLC2026-06-302026-08-071,178$62,835None
Janney Montgomery Scott LLC2026-06-302026-08-0633,139$1,768,000None
LANE BROTHERS & CO INC2026-06-302026-08-06149,447$7,972,972None
HighTower Advisors, LLC2026-06-302026-08-064,525$241,407None
Advisor OS, LLC2026-06-302026-08-0678,670$4,197,033None

90-day public filing window, up to 50 source positions.

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co ↗Kingsview Wealth Management, LLC ↗Beacon Pointe Advisors, LLC ↗Federation des caisses Desjardins du Quebec ↗O'ROURKE & COMPANY, Inc ↗Western Wealth Management, LLC ↗Adalta Capital Management LLC ↗OSAIC HOLDINGS, INC. ↗OLD MISSION CAPITAL LLC ↗&PARTNERS ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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