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Disclosery

PBP INVESCO EXCHANGE TRADED FD T

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S&P500 BUY WRT (fund)

48 managers (50 13F filers) reported a position in PBP shares at 2025-09-30, 10,230,486 shares in all. 7 filers opened a position and 10 filers sold out during the quarter.

Managers
48
13F filers
50
New
7
Added
17
Reduced
11
Sold out
10
Shares held by filers
10,230,486

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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$138M4.27%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY723,132$16M<0.01%+54,60113F-HR/ATimelineGroup
United Community Bankin group United Community Bank537,928$11.9M3.68%+8,69013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.483,119$10.7M0.01%+71,43613F-HRTimelineGroup
MAI Capital Management411,826$9.11M0.06%-11,33913F-HRTimeline
LPL Financial LLC199,988$4.42M<0.01%+72,17913F-HRTimeline
Creative Planningin group Creative Planning182,487$4.04M<0.01%-12,21213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/177,914$3.94M<0.01%+96,21313F-HR/ATimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding173,026$3.83M+12,997Timeline
Mount Lucas Management LP124,347$2.75M1.24%+4,80913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding122,378$2.71M+11,956Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC120,828$2.67M<0.01%-1,05813F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…92,124$2.04M0.04%-2,80013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.77,965$1.72M0.02%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC65,388$1.45M<0.01%-94013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN64,417$1.42M<0.01%+4,45513F-HRTimelineGroup
Omega Financial Group, LLC57,941$1.28M0.43%+24513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC57,457$1.27M<0.01%-56313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC56,684$1.25M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA37,644$833K<0.01%-12,82313F-HRTimelineGroup
CENTRAL TRUST Co36,702$812K0.02%-313F-HRTimeline
OLD MISSION CAPITAL LLC33,130$733K0.03%+15,99213F-HRTimeline
MML INVESTORS SERVICES, LLC27,152$601K<0.01%+4,94013F-HRTimeline
HighTower Advisors, LLC24,888$551K<0.01%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP24,187$535K<0.01%+1,63413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP14,239$315K<0.01%-15613F-HRTimelineGroup
Dynamic Advisor Solutions LLC13,854$306K0.01%+1,00213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,445$275K<0.01%-1,69413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,071$267K0.01%013F-HRTimelineGroup
OneDigital Investment Advisors LLC9,755$216K<0.01%+51513F-HRTimeline
Capital Advisors, Ltd. LLC7,538$167K0.02%+1613F-HRTimeline
Provenance Wealth Advisors, LLC6,981$154K0.02%013F-HRTimeline
MGB Wealth Management, LLC6,000$133K0.04%013F-HRTimeline
AdvisorNet Financial, Inc2,715$60.1K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,467$54.6K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG2,405$53.2K<0.01%-18,15313F-HRTimelineGroup
Founders Financial Alliance, LLC2,135$47.2K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.1,326$29.3K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO899$19.9K<0.01%013F-HR/ATimelineGroup
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
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…480$10.6K<0.01%new13F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC425$9.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…345$7.63K<0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…199$4.4K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/92$2.03K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC65$1.44K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.10$222<0.01%013F-HRTimeline