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Disclosery

PBP INVESCO EXCHANGE TRADED FD T

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S&P500 BUY WRT (fund)

56 managers (57 13F filers) reported a position in PBP shares at 2025-03-31, 3,630,382 shares in all. 8 filers opened a position and 10 filers sold out during the quarter.

Managers
56
13F filers
57
New
8
Added
21
Reduced
9
Sold out
10
Shares held by filers
3,630,382

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.634,579$14.1M0.03%+631,88413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY552,589$12.3M<0.01%+34,21113F-HRTimelineGroup
MAI Capital Management348,094$7.72M0.06%+70,99613F-HRTimeline
Creative Planningin group Creative Planning207,501$4.6M<0.01%-10,85413F-HRTimelineGroup
RiverTree Advisors, LLC153,156$3.4M2.27%new13F-HRTimeline
SYNOVUS FINANCIAL CORP138,105$3.06M0.04%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…134,321$2.98M0.25%+91,61013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.132,105$2.93M0.04%+15,68313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC114,605$2.54M<0.01%+19,80913F-HRTimelineGroup
Mount Lucas Management LP111,269$2.47M1.16%-2,73813F-HRTimeline
Empirical Financial Services, LLC d.b.a…110,605$2.45M0.06%-10,19813F-HRTimeline
LPL Financial LLC109,020$2.42M<0.01%+14,22413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/96,396$2.14M<0.01%+18,10113F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …75,606$1.69M0.13%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding68,427$1.52M+14,658Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN62,603$1.39M<0.01%+1,64413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC62,547$1.39M<0.01%+28,26413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC60,253$1.34M<0.01%-2,15313F-HRTimelineGroup
Omega Financial Group, LLC58,868$1.31M0.5%-1,79713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,551$1.08M<0.01%+12,86913F-HR/ATimelineGroup
CENTRAL TRUST Co37,944$841K0.02%-5113F-HRTimeline
United Community Bankin group United Community Bank33,045$733K0.27%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …30,147$668K0.02%013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,763$571K<0.01%+15,05813F-HRTimelineGroup
HighTower Advisors, LLC24,888$552K<0.01%+20013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,572$523K<0.01%+14,30313F-HRTimelineGroup
UBS Group AGin group UBS Group AG21,647$480K<0.01%+58113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,758$372K<0.01%+6,58213F-HR/ATimelineGroup
Provenance Wealth Advisors, LLC16,148$358K0.05%013F-HRTimeline
Arax Advisory Partners15,112$335K0.02%+37813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,601$324K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,584$323K<0.01%+1,09913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,395$319K<0.01%013F-HRTimelineGroup
Symmetry Partners, LLC13,320$295K0.04%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,164$292K0.01%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC9,300$206K0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC7,501$166K0.02%013F-HRTimeline
MGB Wealth Management, LLC6,000$133K0.05%013F-HRTimeline
SVB WEALTH LLC3,733$82.8K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc2,715$60.2K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,326$29.4K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC941$20.9K0.02%+2313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO922$20.4K<0.01%013F-HRTimelineGroup
ROGCO, LP832$18.4K0.01%-18513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…792$17.5K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.596$13.2K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC590$13K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC325$7.21K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC161$3.56K<0.01%+12813F-HRTimeline
BLAIR WILLIAM & CO/IL108$2.39K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/92$1.97K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC65$1.53K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC62$1.38K<0.01%-19013F-HRTimelineGroup
WEST PACES ADVISORS INC.23$510<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.10$222<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.