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Disclosery

PBP INVESCO EXCHANGE TRADED FD T

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S&P500 BUY WRT (fund)

52 managers (54 13F filers) reported a position in PBP shares at 2025-12-31, 10,677,847 shares in all. 11 filers opened a position and 10 filers sold out during the quarter.

Managers
52
13F filers
54
New
11
Added
18
Reduced
11
Sold out
10
Shares held by filers
10,677,847

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SUMITOMO LIFE INSURANCE CO6,220,000$142M3.89%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY750,569$17.1M<0.01%+27,43713F-HR/ATimelineGroup
United Community Bankin group United Community Bank480,266$11M4.15%-57,66213F-HRTimelineGroup
MAI Capital Management437,374$9.99M0.06%+25,54813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.435,269$9.94M0.01%-47,85013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC418,339$9.55M<0.01%+352,95113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/210,496$4.81M<0.01%+32,58213F-HRTimelineGroup
LPL Financial LLC193,433$4.42M<0.01%-6,55513F-HRTimeline
Creative Planningin group Creative Planning170,527$3.89M<0.01%-11,96013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding151,503$3.46M-21,523Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding127,612$2.91M+5,234Timeline
Mount Lucas Management LP124,366$2.84M1.26%+1913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…117,224$2.68M<0.01%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.101,771$2.32M0.03%+23,80613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC97,332$2.22M<0.01%-23,49613F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…90,434$2.06M0.04%-1,69013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN63,293$1.44M<0.01%-1,12413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC59,128$1.35M<0.01%+1,67113F-HRTimelineGroup
Omega Financial Group, LLC58,009$1.32M0.44%+6813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA39,931$912K<0.01%+2,28713F-HRTimelineGroup
CENTRAL TRUST Co36,702$838K0.02%013F-HRTimeline
MML INVESTORS SERVICES, LLC30,992$708K<0.01%+3,84013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP25,232$576K<0.01%+1,04513F-HRTimelineGroup
HighTower Advisors, LLC24,888$568K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,245$531K<0.01%+10,80013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,093$527K<0.01%new13F-HRTimelineGroup
AlphaCentric Advisors LLC18,541$423K0.42%13F-HRTimeline
Arax Advisory Partners16,743$382K0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,224$325K<0.01%-1513F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC14,058$321K0.01%+20413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,071$276K0.01%013F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…11,729$268K<0.01%new13F-HRTimelineGroup
TMB Capital Partners, LLC11,158$255K0.09%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,621$242K<0.01%new13F-HRTimelineGroup
HighPoint Advisor Group LLC9,789$223K<0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC9,630$220K<0.01%-12513F-HRTimeline
MATAURO, LLC8,869$202K0.03%new13F-HRTimeline
Capital Advisors, Ltd. LLC7,564$173K0.02%+2613F-HRTimeline
Provenance Wealth Advisors, LLC6,981$159K0.02%013F-HRTimeline
MGB Wealth Management, LLC6,000$137K0.04%013F-HRTimeline
AdvisorNet Financial, Inc2,715$62K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,534$35K<0.01%+1,05413F-HR/ATimelineGroup
Physician Wealth Advisors, Inc.1,326$30.3K<0.01%013F-HRTimeline
Strive Financial Group ,LLC848$19.4K0.01%13F-HR/ATimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…792$18.1K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.671$15.3K<0.01%+7513F-HRTimeline
FMR LLCin group FMR LLC336$7.67K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC222$5.07K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP218$4.98K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG137$3.13K<0.01%-2,26813F-HRTimelineGroup
NewEdge Advisors, LLC32$731<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.10$229<0.01%013F-HRTimeline