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Disclosery

PBP INVESCO EXCHANGE TRADED FD T

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S&P500 BUY WRT (fund)

55 managers (57 13F filers) reported a position in PBP shares at 2026-03-31, 10,181,927 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
55
13F filers
57
New
8
Added
25
Reduced
11
Sold out
5
Shares held by filers
10,181,927

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SUMITOMO LIFE INSURANCE CO6,220,000$137M3.21%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY795,364$17.5M<0.01%+44,79513F-HRTimelineGroup
United Community Bankin group United Community Bank481,748$10.6M3.53%+1,48213F-HRTimelineGroup
MAI Capital Management459,027$10.1M0.06%+21,65313F-HRTimeline
LPL Financial LLC205,000$4.51M<0.01%+11,56713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/204,952$4.51M<0.01%-5,54413F-HRTimelineGroup
Creative Planningin group Creative Planning177,070$3.89M<0.01%+6,54313F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding165,829$3.65M+14,326Timeline
Mount Lucas Management LP137,947$3.03M1.12%+13,58113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding136,512$3M+8,900Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…136,097$2.99M0.01%+18,87313F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.119,523$2.63M0.03%+17,75213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN114,329$2.51M<0.01%+51,03613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC99,536$2.19M<0.01%+2,20413F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…88,159$1.94M0.03%-2,27513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC70,679$1.55M<0.01%-347,66013F-HR/ATimelineGroup
Omega Financial Group, LLC59,265$1.3M0.43%+1,25613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC57,690$1.27M<0.01%-1,43813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,605$959K<0.01%+3,67413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,460$868K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC37,529$825K<0.01%+6,53713F-HRTimeline
CENTRAL TRUST Co35,827$788K0.02%-87513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,290$556K<0.01%+2,19713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC23,188$510K<0.01%-5713F-HRTimeline
AlphaCentric Advisors LLC21,069$463K0.46%+2,52813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,006$440K<0.01%-5,22613F-HRTimelineGroup
HighTower Advisors, LLC18,230$401K<0.01%-6,65813F-HRTimeline
Arax Advisory Partners17,119$376K0.01%+37613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,224$313K<0.01%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC13,810$304K0.01%-24813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO13,727$302K0.01%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…13,588$299K<0.01%+1,85913F-HRTimelineGroup
Roan Capital Partners12,092$266K0.25%13F-HRTimeline
TMB Capital Partners, LLC11,974$263K0.09%+81613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,629$256K0.01%-44213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,562$254K<0.01%+94113F-HRTimelineGroup
OLD MISSION CAPITAL LLC11,306$249K0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,896$240K<0.01%new13F-HRTimelineGroup
OneDigital Investment Advisors LLC9,630$212K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC7,584$167K0.02%+2013F-HRTimeline
Provenance Wealth Advisors, LLC6,981$154K0.02%013F-HRTimeline
IAG Wealth Partners, LLC6,917$152K0.02%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…4,542$99.9K<0.01%+3,00813F-HRTimelineGroup
AdvisorNet Financial, Inc2,715$59.7K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,373$52.2K<0.01%-432,89613F-HRTimelineGroup
Founders Financial Alliance, LLC1,451$31.9K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.1,326$29.2K<0.01%013F-HRTimeline
Strive Financial Group ,LLC848$19K0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…792$17.4K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.671$14.8K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC525$11.5K<0.01%new13F-HR/ATimeline
FMR LLCin group FMR LLC400$8.8K<0.01%+6413F-HRTimelineGroup
PROTECTIVE LIFE CORP272$5.98K0.02%new13F-HRTimeline
NewEdge Advisors, LLC32$704<0.01%013F-HR/ATimeline
DHJJ Financial Advisors, Ltd.10$220<0.01%013F-HRTimeline