Public ownership evidence

Invesco S&P 500 GARP ETF (SPGP) Ownership Disclosures

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

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

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco S&P 500 GARP ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
ATX Financial Planning, LLC
Report period
2026-06-30
Available
2026-08-21
Reported shares
2,158
Value (USD)
$263,950
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 0002111013-26-000003
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 SPGP fundamentals

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

Read SPGP 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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ATX Financial Planning, LLC2026-06-302026-08-212,158$263,950None
Kingsview Wealth Management, LLC2026-06-302026-08-208,336$1,019,430None
Archer Investment Corp2026-06-302026-08-20758$92,696None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2010,456$1,278,616None
Sankala Group LLC2026-06-302026-08-193,733$476,859None
Copia Wealth Management2026-06-302026-08-19155$18,955None
Coastal Bridge Advisors, LLC2026-06-302026-08-18162,594$19,883,677None
Equitable Holdings, Inc.2026-06-302026-08-1826,392$3,227,467None
Bawa N Mallick Trust2026-06-302026-08-152,500$305,725None
Glen Eagle Advisors, LLC2026-06-302026-08-15100$12,229None
Federation des caisses Desjardins du Quebec2026-06-302026-08-151,120$136,965None
Modern Wealth Management, LLC2026-06-302026-08-15109,204$13,354,570None
Mutual Advisors, LLC2026-06-302026-08-158,036$982,722None
Milestone Investment Advisors LLC2026-06-302026-08-1519,857$2,428,313None
Perennial Investment Advisors, LLC2026-06-302026-08-1536,709$4,489,042None
Ameritas Advisory Services, LLC2026-06-302026-08-154,140$506,221None
CSM Advisors, LLC2026-06-302026-08-1513,500$1,651,000None
XTX Topco Ltd2026-06-302026-08-154,305$526,458None
IFG Advisory, LLC2026-06-302026-08-15378$46,226None
Per Stirling Capital Management, LLC.2026-06-302026-08-152,726$333,363None
OSAIC HOLDINGS, INC.2026-06-302026-08-1520,639$2,523,907None
OSAIC HOLDINGS, INC.2026-06-302026-08-15279$34,119None
OSAIC HOLDINGS, INC.2026-06-302026-08-1578$9,539None
OSAIC HOLDINGS, INC.2026-06-302026-08-15116,373$14,235,605None
JANE STREET GROUP, LLC2026-06-302026-08-151,700$207,893Call
HRT FINANCIAL LP2026-06-302026-08-156,024$736,000None
FLOW TRADERS U.S. LLC2026-06-302026-08-1518,481$2,260,000None
GTS SECURITIES LLC2026-06-302026-08-155,980$731,294None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-154,762$582,345None
Index Technologies Group LLC2026-06-302026-08-153,789$463,357None
Quantum Portfolio Management LLC2026-06-302026-08-155,826$712,462None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15829$101,378None
Waverly Advisors, LLC2026-06-302026-08-1512,503$1,528,949None
BROWN ADVISORY INC2026-06-302026-08-1511,417$1,396,185None
&PARTNERS2026-06-302026-08-1559,415$7,262,329None
Thrivent Financial for Lutherans2026-06-302026-08-1523,708$2,899,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15143,288$17,441,026None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15497$60,778None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1534,999$4,280,126None
MAI Capital Management2026-06-302026-08-15935$114,342None
MAI Capital Management2026-06-302026-08-151,674$204,749None
Cerity Partners LLC2026-06-302026-08-1540,051$4,897,798None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-159,116$1,114,753None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-154,386$536,364None
Park Place Capital Corp2026-06-302026-08-15109$13,330None
ROYAL BANK OF CANADA2026-06-302026-08-15578$71,000None
ROYAL BANK OF CANADA2026-06-302026-08-15543$66,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,105$135,000None
ROYAL BANK OF CANADA2026-06-302026-08-15118,575$14,501,000None
CITADEL ADVISORS LLC2026-06-302026-08-1531,892$3,900,073None

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

ATX Financial Planning, LLC ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Sankala Group LLC ↗Copia Wealth Management ↗Coastal Bridge Advisors, LLC ↗Equitable Holdings, Inc. ↗Bawa N Mallick Trust ↗Glen Eagle Advisors, LLC ↗

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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