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Disclosery

PBP INVESCO EXCHANGE TRADED FD T

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S&P500 BUY WRT (fund)

62 managers (64 13F filers) reported a position in PBP shares at 2026-06-30, 10,732,161 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
62
13F filers
64
New
10
Added
23
Reduced
14
Sold out
3
Shares held by filers
10,732,161

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
SUMITOMO LIFE INSURANCE CO6,220,000$142M2.33%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY827,089$18.9M<0.01%+31,72513F-HRTimelineGroup
MAI Capital Management512,601$11.7M0.04%+53,57413F-HRTimeline
United Community Bankin group United Community Bank496,225$11.4M3.51%+14,47713F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC269,867$6.18M0.04%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/268,775$6.15M<0.01%+63,82313F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding222,592$5.1M+56,763Timeline
LPL Financial LLC216,809$4.96M<0.01%+11,80913F-HRTimeline
Creative Planningin group Creative Planning157,604$3.61M<0.01%-19,46613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…143,816$3.29M0.01%+7,71913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding140,548$3.22M+4,036Timeline
Mount Lucas Management LP138,716$3.18M1.13%+76913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN114,786$2.63M<0.01%+45713F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…84,477$1.93M0.03%-3,68213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.83,378$1.91M0.02%-36,14513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC80,091$1.83M<0.01%+9,41213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC72,080$1.65M<0.01%+14,39013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…71,091$1.63M<0.01%+45,80113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC66,263$1.52M<0.01%-33,27313F-HRTimelineGroup
Omega Financial Group, LLC58,201$1.33M0.41%-1,06413F-HRTimeline
MML INVESTORS SERVICES, LLC45,313$1.04M<0.01%+7,78413F-HRTimeline
Avidian Wealth Enterprises, LLC44,550$1.02M0.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA41,675$954K<0.01%-1,93013F-HRTimelineGroup
CENTRAL TRUST Co35,738$818K0.01%-8913F-HRTimeline
Arax Advisory Partners27,430$628K<0.01%+10,31113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,404$536K<0.01%+21613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,059$505K<0.01%new13F-HRTimelineGroup
AlphaCentric Advisors LLC21,627$495K0.42%+55813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,952$480K<0.01%+94613F-HRTimelineGroup
HighTower Advisors, LLC18,230$417K<0.01%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,224$326K<0.01%013F-HR/ATimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…14,117$323K<0.01%+52913F-HRTimelineGroup
Dynamic Advisor Solutions LLC13,313$305K0.01%-49713F-HRTimeline
Atria Investments, Inc13,235$303K<0.01%new13F-HRTimeline
FIRST CITIZENS BANK & TRUST CO13,225$303K<0.01%-50213F-HRTimeline
TMB Capital Partners, LLC12,935$296K0.09%+96113F-HRTimeline
Roan Capital Partners12,092$277K0.23%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,832$271K<0.01%-27,62813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,777$270K<0.01%+21513F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,283$258K0.01%-34613F-HRTimelineGroup
OneDigital Investment Advisors LLC9,630$221K<0.01%013F-HRTimeline
Summit Financial, LLC8,771$201K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC7,606$174K0.02%+2213F-HRTimeline
Provenance Wealth Advisors, LLC6,981$160K0.02%013F-HRTimeline
IAG Wealth Partners, LLC6,917$158K0.02%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,989$114K<0.01%+44713F-HRTimelineGroup
AdvisorNet Financial, Inc2,715$62.2K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,881$43.1K<0.01%-49213F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,811$41.5K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC1,451$33.2K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,326$30.4K<0.01%013F-HRTimeline
Strive Financial Group ,LLC830$19K0.01%-1813F-HR/ATimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…792$18.1K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.671$15.4K<0.01%013F-HRTimeline
Allworth Financial LP578$13.2K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC525$12K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC400$9.16K<0.01%013F-HRTimelineGroup
Virginia Estate & Retirement Planning A…39$2.92K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.118$2.7K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC68$1.56K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC32$733<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.10$229<0.01%013F-HRTimeline