Skip to content

PBTP INVESCO EXCH TRADED FD TR II

Follow

PURBTA 0 5 YR (fund)

25 managers (25 13F filers) reported a position in PBTP shares at 2026-03-31, 1,675,427 shares in all. 1 filer opened a position and 5 filers sold out during the quarter.

Managers
25
13F filers
25
New
1
Added
11
Reduced
9
Sold out
5
Shares held by filers
1,675,427

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
LPL Financial LLC778,768$20.4M0.01%-13,37713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC181,974$4.76M0.01%+6,16113F-HRTimeline
Tidemark, LLC158,330$4.14M1.05%-51,88913F-HRTimeline
Sowell Financial Services LLC91,335$2.39M0.09%+11,56713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC60,853$1.59M<0.01%-3413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/50,692$1.33M<0.01%-42,53113F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV47,224$1.23M0.08%+1,73013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC46,015$1.2M<0.01%-1,86013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC44,667$1.17M<0.01%+1,01413F-HRTimelineGroup
Kelly Financial Services LLC38,550$1.01M0.24%+3,01213F-HRTimeline
Trilogy Capital Inc.33,504$876K0.04%+3,05813F-HRTimeline
Beacon Pointe Advisors, LLC29,600$774K<0.01%+3,50013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,518$772K<0.01%+18,93113F-HRTimelineGroup
Arkadios Wealth Advisors24,291$635K0.01%+1,85013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,155$553K<0.01%+5,53113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC14,817$387K<0.01%+1,29913F-HRTimeline
Centerpoint Advisory Group11,756$307K0.23%-1,68813F-HRTimeline
Destiny Capital Corp/CO7,888$206K0.11%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,626$43K<0.01%-9313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,283$33.5K<0.01%-20113F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,277$33.4K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA250$6.54K<0.01%013F-HRTimeline
Arax Advisory Partners53$1.39K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$37<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$12<0.01%-113F-HR/ATimelineGroupAmount filed as zero, left out of ratios.