SPGP — Invesco Exchange Traded Fd T Institutional Holders · Q3 2026
Who owns Invesco Exchange Traded Fd T (SPGP)? 16 institutions reported holding $24.65M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Longview Financial Advisors, Inc. ($13.6M), Breakwater Capital Group ($2.7M), Baron Financial Group, LLC ($2.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Longview Financial Advisors, Inc. | $13.6M | 114,634 | Added |
| 2 | Breakwater Capital Group | $2.7M | 23,108 | Trimmed |
| 3 | Baron Financial Group, LLC | $2.0M | 17,213 | Trimmed |
| 4 | Farther Finance Advisors, LLC | $1.9M | 16,275 | Trimmed |
| 5 | Whalen Wealth Management Inc. | $1.1M | 9,136 | Added |
| 6 | AVAII WEALTH MANAGEMENT, LLC | $840,887 | 7,045 | Trimmed |
| 7 | Bank of New Hampshire | $563,801 | 4,745 | Hold |
| 8 | Investors Research Corp | $462,091 | 3,889 | Trimmed |
| 9 | Venture Visionary Partners LLC | $424,782 | 3,575 | Hold |
| 10 | PUFF WEALTH MANAGEMENT, LLC | $292,607 | 2,463 | Trimmed |
| 11 | First Heartland Consultants, Inc. | $291,465 | 2,453 | Hold |
| 12 | Tactive Advisors, LLC | $274,048 | 2,306 | Added |
| 13 | GAMMA Investing LLC | $28,160 | 237 | Hold |
| 14 | ARMSTRONG ADVISORY GROUP, INC | $20,075 | 169 | Trimmed |
| 15 | CoreCap Advisors, LLC | $12,714 | 107 | Trimmed |
| 16 | Davis Capital Management | $12,388 | 104 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30