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Disclosery

PEJ INVESCO EXCHANGE TRADED FD T

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LEISU ENTMT ETF (fund)

94 managers (94 13F filers) reported a position in PEJ shares at 2025-03-31, 3,455,994 shares in all. 16 filers opened a position and 18 filers sold out during the quarter.

Managers
94
13F filers
94
New
16
Added
26
Reduced
17
Sold out
18
Shares held by filers
3,455,994

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
HighTower Advisors, LLC569,642$27.7M0.04%+556,50113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY459,612$22.4M<0.01%+371,98113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/279,551$13.6M<0.01%+81,29913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO260,000$12.6M<0.01%+259,90013F-HRTimelineGroup
Kingsview Wealth Management, LLC226,163$11M0.21%+6,01313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC211,866$10.3M<0.01%+186,67613F-HRTimelineGroup
LPL Financial LLC200,095$9.73M<0.01%+70,62513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC185,696$9.03M<0.01%+154,42013F-HR/ATimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC176,500$8.59M0.04%-34,35013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN161,773$7.87M<0.01%+49,80313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS90,393$4.4M<0.01%+40,20013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA81,098$3.95M<0.01%+60,88113F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG73,415$3.57M<0.01%+56,35913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.40,598$1.98M<0.01%+13,77713F-HRTimelineGroup
KWMG, LLC38,293$1.86M0.19%+35413F-HRTimeline
Integrated Wealth Concepts LLC31,266$1.52M0.02%-3,92713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,031$1.32M<0.01%+21,46113F-HRTimelineGroup
Nilsine Partners, LLC26,587$1.29M0.14%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,179$1.13M<0.01%-4,94713F-HRTimeline
Cambridge Investment Research Advisors,…20,486$997K<0.01%+10,50613F-HRTimeline
Summit Financial, LLC16,851$820K0.02%new13F-HRTimeline
Ironwood Financial, llc15,131$736K0.16%-28413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC14,640$712K<0.01%+4,88013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,378$554K<0.01%+7,38713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,093$540K0.02%+9,56413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,027$536K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…10,672$519K<0.01%-1,46213F-HRTimelineGroup
Private Advisor Group, LLC9,482$461K<0.01%new13F-HRTimeline
Hennion & Walsh Asset Management, Inc.8,945$435K0.02%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding8,890$432K+2,794Timeline
Cetera Investment Advisers8,670$422K<0.01%-2,97013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,380$408K0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC8,106$394K0.02%-28613F-HRTimeline
Navis Wealth Advisors, LLC7,627$371K0.36%+413F-HRTimeline
Western Financial Corp/CA7,255$353K0.21%new13F-HRTimeline
Prospera Financial Services Inc7,212$351K0.01%new13F-HRTimeline
MinichMacGregor Wealth Management, LLC7,158$348K0.08%new13F-HRTimeline
Quantinno Capital Management LP6,603$321K<0.01%-62213F-HRTimeline
Bluesphere Advisors LLC6,246$304K0.17%-2,12313F-HRTimeline
Wealthspire Advisors, LLC5,618$273K<0.01%013F-HRTimeline
Gateway Wealth Partners, LLC5,589$272K0.06%+1313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,276$257K0.01%+113F-HRTimelineGroup
Heritage Trust Co5,045$245K0.03%013F-HRTimeline
HBK Sorce Advisory LLC4,988$243K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,977$242K<0.01%-2813F-HR/ATimelineGroup
Quadcap Wealth Management, LLC4,807$234K0.03%013F-HRTimeline
Quantum Portfolio Management LLC4,662$227K0.11%new13F-HRTimeline
Guardian Asset Advisors, LLC4,618$225K0.15%+413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,234$206K0.02%-47413F-HRTimeline
VestGen Advisors, LLC4,175$203K0.01%13F-HRTimeline
FMR LLCin group FMR LLC3,027$147K<0.01%+1,45113F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,004$146K<0.01%-56313F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.2,640$129K0.06%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,268$110K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC2,160$105K<0.01%013F-HR/ATimelineGroup
Physician Wealth Advisors, Inc.1,966$95.6K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…1,780$86.6K<0.01%-20013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,778$86.5K<0.01%013F-HRTimeline
IFP Advisors, Inc1,687$82.1K<0.01%+113F-HRTimeline
Amundiin group Amundi1,502$69K<0.01%013F-HRTimelineGroup
COMERICA BANK1,100$53.5K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,000$48.6K<0.01%-2,00013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC857$44.7K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC780$37.9K<0.01%-26713F-HRTimeline
MGB Wealth Management, LLC750$36.5K0.01%013F-HRTimeline
Bernard Wealth Management Corp.750$36.5K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…700$34.1K<0.01%013F-HRTimelineGroup
Tradewinds Capital Management, LLC550$26.8K0.01%013F-HRTimeline
SVB WEALTH LLC500$24.3K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC500$24.3K<0.01%013F-HR/ATimeline
ORG Partners LLC434$21.1K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…416$20.2K<0.01%013F-HRTimeline
CNB Bank415$20.2K0.01%013F-HRTimeline
Larson Financial Group LLC406$19.8K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC400$19.5K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC307$14.9K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…280$13.6K<0.01%013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…264$12.8K0.01%013F-HRTimeline
Farther Finance Advisors, LLC238$11.6K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC202$10K<0.01%new13F-HRTimelineGroup
Anchor Investment Management, LLC158$7.69K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/150$7.3K<0.01%013F-HRTimelineGroup
ABOUND FINANCIAL, LLC100$4.87K<0.01%new13F-HRTimeline
New England Capital Financial Advisors …94$4.57K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA55$2.68K<0.01%-80013F-HRTimeline
Beacon Capital Management, LLC50$2.43K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC61$2K<0.01%new13F-HRTimeline
WHITTIER TRUST CO23$1.12K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA18$875<0.01%-22513F-HRTimelineGroup
CoreCap Advisors, LLC17$827<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.4$195<0.01%013F-HRTimeline
Main Street Group, LTD3$146<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.