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Disclosery

PEY INVESCO EXCHANGE TRADED FD T

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ETF (fund)

201 managers (202 13F filers) reported a position in PEY shares at 2024-12-31, 21,733,606 shares in all. 15 filers opened a position and 9 filers sold out during the quarter.

Managers
201
13F filers
202
New
15
Added
63
Reduced
56
Sold out
9
Shares held by filers
21,733,606

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,148,404$131M0.01%+141,04713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,754,268$58.6M<0.01%-1,70213F-HR/ATimelineGroup
LPL Financial LLC1,937,371$41.2M0.02%+46,01813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,275,357$27.1M0.01%-31,41013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC632,882$13.5M<0.01%13F-HR/ATimelineGroup
Cetera Investment Advisers407,172$8.66M0.02%+6,08313F-HRTimeline
Waverly Advisors, LLC380,351$8.09M0.13%+1,41813F-HRTimeline
UBS Group AGin group UBS Group AG356,109$7.57M<0.01%+7,95313F-HRTimelineGroup
Investors Research Corp280,227$5.96M1.31%+18,52713F-HRTimeline
Sanctuary Advisors, LLC242,424$5.31M0.03%+9,07313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC232,090$4.93M0.01%+1,50413F-HRTimeline
Salomon & Ludwin, LLC230,115$4.89M0.52%-17,87813F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC229,120$4.87M1.41%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC222,153$4.7M<0.01%+16,22013F-HRTimelineGroup
Atria Investments, Inc201,698$4.29M0.05%+22,51113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA198,903$4.23M<0.01%+1,61613F-HRTimelineGroup
Capital Advisors, Ltd. LLC188,385$4M0.5%-2,35413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…183,626$3.9M0.03%-8,82313F-HRTimelineGroup
New Insight Wealth Advisors175,929$3.74M1.87%-17,11413F-HRTimeline
EVOKE WEALTH, LLC171,360$3.64M0.1%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…170,988$3.64M1.3%+5,20213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.160,581$3.41M0.01%+13,94713F-HR/ATimelineGroup
GHP Investment Advisors, Inc.158,094$3.36M0.16%-2,83413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC151,213$3.21M0.08%+58313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC143,423$3.05M<0.01%+14,46213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP138,066$2.94M<0.01%+73,43313F-HRTimelineGroup
Meridian Wealth Management, LLC123,478$2.63M0.12%-68,96613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…112,499$2.39M<0.01%+12,33113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.112,345$2.39M0.01%+63213F-HRTimeline
OneDigital Investment Advisors LLC109,321$2.32M0.03%+2,40813F-HRTimeline
IFP Advisors, Inc108,018$2.3M0.08%-69713F-HRTimeline
Brick & Kyle, Associates102,892$2.19M0.93%+4,84113F-HRTimeline
Cresta Advisors, Ltd.97,319$2.13M1.12%013F-HRTimeline
Colonial River Investments, LLC99,448$2.11M1.02%+70713F-HRTimeline
HighTower Advisors, LLC95,983$2.04M<0.01%+61013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC91,489$1.95M0.1%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.89,509$1.9M0.02%+4,93913F-HRTimelineGroup
GLOBALT Investments LLC / GA87,683$1.86M0.07%-2,42913F-HRTimeline
WEALTH ALLIANCE, LLC85,645$1.82M0.22%+25,18313F-HRTimeline
Private Advisor Group, LLC84,861$1.8M0.01%+3,70013F-HRTimeline
Foundations Investment Advisors, LLC84,386$1.79M0.03%-6713F-HRTimeline
Cambridge Investment Research Advisors,…79,844$1.7M0.01%-17,37313F-HRTimeline
AdvisorNet Financial, Inc78,860$1.68M0.14%+9,81613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS76,239$1.62M<0.01%-5,90813F-HRTimeline
Axis Wealth Partners, LLC75,185$1.6M1.35%13F-HRTimeline
MML INVESTORS SERVICES, LLC71,710$1.52M0.01%-3,68313F-HRTimeline
Janney Montgomery Scott LLC59,775$1.27M<0.01%+1,02013F-HRTimeline
Beacon Pointe Advisors, LLC57,536$1.22M0.01%-81313F-HRTimeline
Integrated Advisors Network LLC57,154$1.22M0.06%-9,18713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP56,293$1.2M<0.01%-1,55113F-HRTimelineGroup
Apexium Financial, LP54,613$1.16M0.07%new13F-HRTimeline
Sugarloaf Wealth Management, LLC53,901$1.15M0.22%+12113F-HRTimeline
MGB Wealth Management, LLC52,499$1.12M0.35%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC52,175$1.11M0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC49,110$1.04M0.01%-3,63713F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…49,079$1.04M0.03%-13713F-HRTimelineGroup
IHT Wealth Management, LLC47,216$1M0.03%+3,23813F-HRTimeline
Cresset Asset Management, LLC46,750$994K<0.01%-46,45013F-HRTimeline
COMERICA BANK45,904$976K<0.01%+9513F-HR/ATimeline
NewEdge Advisors, LLC45,482$967K0.01%-2,08413F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC43,928$934K0.06%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC40,954$871K0.02%-62813F-HRTimelineGroup
First PREMIER Bank40,945$870K0.22%-47513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…40,148$854K<0.01%+13,57113F-HR/ATimeline
PFG Advisors39,550$841K0.05%+1,05413F-HRTimeline
BARRETT & COMPANY, INC.39,531$840K0.35%+10613F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC37,763$803K0.26%+74513F-HRTimeline
Prospera Financial Services Inc37,320$793K0.02%+50613F-HRTimeline
SageOak Financial, LLC37,314$793K0.72%13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding36,856$784K+82Timeline
RFG Advisory, LLC36,500$776K0.02%+47413F-HRTimeline
HARBOUR INVESTMENTS, INC.36,493$776K0.02%-4,90413F-HRTimeline
AFT, FORSYTH & COMPANY, INC.34,409$732K0.36%-25313F-HRTimeline
Pasadena Private Wealth, LLC33,545$713K0.15%+7,62913F-HRTimeline
NWF Advisory Services Inc.31,907$678K0.1%013F-HRTimeline
SteelPeak Wealth, LLC31,497$670K0.03%new13F-HRTimeline
GeoWealth Management, LLC29,386$625K0.02%+4,93013F-HRTimeline
Stolper Co28,580$608K0.2%-29713F-HRTimeline
BKM Wealth Management, LLC27,599$587K0.24%+1,51213F-HRTimeline
&PARTNERS27,387$583K0.01%-99613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.26,780$562K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…25,830$549K0.02%+13,29013F-HRTimelineGroup
Institute for Wealth Management, LLC.25,156$535K0.07%-1413F-HRTimeline
Dynamic Advisor Solutions LLC24,589$523K0.02%-225,93513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…24,401$517K0.04%new13F-HRTimeline
Creative Planningin group Creative Planning24,009$510K<0.01%-1,01713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,973$510K<0.01%+63413F-HRTimelineGroup
Steward Partners Investment Advisory, L…23,792$506K<0.01%+1,65013F-HRTimeline
City State Bank23,114$491K0.17%-1,41113F-HRTimeline
Lifeworks Advisors, LLC22,878$486K0.09%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,425$477K0.01%-15413F-HRTimelineGroup
FMR LLCin group FMR LLC21,141$449K<0.01%-72013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.20,897$444K0.01%-3,23513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,189$429K<0.01%new13F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp20,111$428K0.03%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors19,760$418K0.06%-23413F-HRTimelineGroup
New Republic Capital, LLC19,366$412K0.27%013F-HRTimeline
CWM, LLCin group CWM, LLC19,085$406K<0.01%+17,36513F-HRTimelineGroup
SYNOVUS FINANCIAL CORP19,003$404K0.01%-7413F-HRTimeline
Capital Investment Advisors, LLC18,349$390K0.01%+1,20013F-HRTimeline
Sovereign Financial Group, Inc.17,885$380K0.09%-1,28713F-HRTimeline
CoreCap Advisors, LLC17,792$378K0.02%+3,71613F-HRTimeline
Consolidated Portfolio Review Corp17,787$378K0.06%+1513F-HRTimeline
Capital Investment Counsel, LLC16,104$342K0.06%-340,52513F-HRTimeline
IFG Advisory, LLC15,644$333K0.02%-34813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,370$327K<0.01%+2,54813F-HRTimelineGroup
Bison Wealth, LLC15,166$322K0.07%013F-HRTimeline
Wedmont Private Capital15,303$319K0.02%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,804$315K0.02%-14,06813F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC14,545$309K0.11%013F-HRTimeline
SAX WEALTH ADVISORS, LLC14,500$308K0.02%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,237$303K0.01%-45,38713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV14,219$302K<0.01%+3,50113F-HRTimeline
Atria Wealth Solutions, Inc.14,168$301K<0.01%-12,34913F-HRTimeline
Financial Insights, Inc.14,100$300K0.11%013F-HRTimeline
Mariner, LLCin group Mariner, LLC13,568$288K<0.01%-32513F-HRTimelineGroup
NTV Asset Management LLC13,340$284K0.04%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,149$280K<0.01%-1,05813F-HRTimelineGroup
Sowell Financial Services LLC12,993$276K0.01%+1813F-HRTimeline
Compass Financial Services Inc12,428$264K0.15%13F-HRTimeline
Chicago Partners Investment Group LLC12,369$260K0.01%+12813F-HRTimeline
Snowden Capital Advisors LLC12,014$255K0.01%013F-HRTimeline
Clearwater Capital Advisors, LLC11,966$254K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…11,926$254K0.02%-1,81713F-HRTimeline
David J Yvars Group11,800$250K0.15%013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC11,735$249K0.02%+1,50013F-HRTimeline
MATHER GROUP, LLC.11,496$244K<0.01%013F-HRTimeline
Herold Advisors, Inc.11,195$238K0.05%-78813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,149$237K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,040$235K<0.01%new13F-HRTimelineGroup
Family Firm, Inc.10,536$224K0.05%013F-HRTimeline
Cornerstone Planning Group LLC10,123$224K0.05%-1,18913F-HRTimeline
Curi Capital, LLC10,223$217K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,029$213K<0.01%-19,22113F-HRTimelineGroup
Opus Capital Group, LLC9,920$211K0.03%013F-HRTimeline
Tyler-Stone Wealth Management9,547$203K0.04%new13F-HRTimeline
Focus Financial Network, Inc.9,518$202K0.01%+5613F-HRTimeline
Kozak & Associates, Inc.8,883$189K0.04%+10113F-HRTimeline
Global Retirement Partners, LLC8,625$183K0.01%-5,21513F-HRTimeline
Clearstead Advisors, LLC7,717$164K<0.01%013F-HRTimeline
Crews Bank & Trust7,190$153K0.03%13F-HRTimeline
AE Wealth Management LLC6,882$146K<0.01%new13F-HRTimeline
Element Wealth, LLC6,818$145K0.08%013F-HRTimeline
EP Wealth Advisors, LLC5,726$122K<0.01%-18813F-HRTimeline
Bristlecone Advisors, LLC5,405$115K0.01%013F-HRTimeline
Pacific Capital Wealth Advisors, Inc.5,400$115K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…5,180$110K<0.01%-2,00013F-HRTimeline
Bangor Savings Bank4,811$102K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,778$102K<0.01%+3,85713F-HRTimelineGroup
Caldwell Trust Co4,280$91K0.01%013F-HRTimeline
Synergy Investment Management, LLC3,181$67.6K0.03%13F-HRTimeline
Geneos Wealth Management Inc.2,502$53.2K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,375$50.5K0.01%013F-HRTimeline
PRIVATE TRUST CO NA2,284$48.6K<0.01%-4,03913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,020$43K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,014$42.8K<0.01%+1,43013F-HRTimelineGroup
Farther Finance Advisors, LLC1,952$41.5K<0.01%-2,47213F-HRTimeline
Advanced Asset Management Advisors Inc1,880$40K0.01%013F-HRTimeline
Wagner Wealth Management, LLC1,851$39.4K0.01%new13F-HRTimeline
MAI Capital Management1,680$35.7K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,634$34.7K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,500$31.9K<0.01%new13F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.1,463$31.1K0.02%13F-HRTimeline
Fortitude Family Office, LLC1,400$29.8K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.1,399$29.7K0.01%+1613F-HR/ATimeline
Rialto Wealth Management, LLC1,174$25K0.01%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,142$24.3K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.1,000$21.3K<0.01%013F-HRTimeline
NorthRock Partners, LLC1,000$21.3K<0.01%013F-HR/ATimeline
Larson Financial Group LLC1,000$21.3K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC1,000$21.3K<0.01%013F-HRTimeline
LGT Financial Advisors LLC1,000$21.3K0.05%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC990$21K<0.01%013F-HRTimeline
CVA Family Office, LLC798$17K<0.01%013F-HRTimeline
Addison Advisors LLC750$15.9K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC743$15.8K<0.01%+513F-HRTimeline
Allworth Financial LP703$15.1K<0.01%013F-HRTimeline
NewSquare Capital LLC700$14.9K<0.01%013F-HRTimeline
Sound Income Strategies, LLC668$14.2K<0.01%+213F-HRTimeline
Fairman Group, LLC641$13.6K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/546$11.6K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC540$11.6K0.01%13F-HRTimeline
Parallel Advisors, LLC373$7.93K<0.01%+513F-HRTimeline
Vermillion Wealth Management, Inc.369$7.84K<0.01%13F-HRTimeline
Qube Research & Technologies Ltd360$7.65K<0.01%013F-HRTimeline
Pathway Financial Advisers, LLC332$7.05K<0.01%013F-HRTimeline
Noble Wealth Management PBC316$6.72K<0.01%13F-HRTimeline
North Star Investment Management Corp.300$6.38K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC299$6K<0.01%new13F-HRTimeline
Beacon Capital Management, LLC281$5.97K<0.01%+313F-HRTimeline
Key Financial Inc249$5.29K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC240$5.1K<0.01%+213F-HRTimeline
Sunbelt Securities, Inc.198$4.18K<0.01%+113F-HRTimeline
Coppell Advisory Solutions LLC156$3.3K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC110$2.34K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC82$1.74K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC53$1.13K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.4$880.01%-3,64913F-HRTimeline
LRI Investments, LLC1$21<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC0$1<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.