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PEZ INVESCO EXCHANGE TRADED FD T

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DORSEY WRGT CSMR (fund)

23 managers (23 13F filers) reported a position in PEZ shares at 2026-03-31, 95,684 shares in all. 1 filer opened a position and 3 filers sold out during the quarter.

Managers
23
13F filers
23
New
1
Added
5
Reduced
8
Sold out
3
Shares held by filers
95,684

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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,825$2.49M<0.01%+80713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY14,568$1.4M<0.01%-2,08513F-HRTimelineGroup
Cetera Investment Advisers10,287$992K<0.01%+32313F-HRTimeline
Farther Finance Advisors, LLC9,276$902K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,452$622K<0.01%-18513F-HRTimelineGroup
LPL Financial LLC6,272$605K<0.01%-4,08513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,510$531K<0.01%-3,07313F-HRTimelineGroup
Trueblood Wealth Management, LLC4,419$426K0.17%-4713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,618$349K<0.01%+1,26413F-HRTimelineGroup
Genesee Capital Advisors, LLC2,725$263K0.11%-1,15713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,500$241K<0.01%new13F-HRTimelineGroup
Register Financial Advisors LLC1,111$107K0.04%+11013F-HRTimeline
HARBOUR INVESTMENTS, INC.842$81.2K<0.01%-45013F-HRTimeline
UBS Group AGin group UBS Group AG762$73.5K<0.01%+20613F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC369$35.6K0.02%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…298$28.8K<0.01%-62713F-HRTimelineGroup
Sound Income Strategies, LLC244$23.7K<0.01%013F-HRTimeline
CENTRAL TRUST Co208$20.1K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP105$9.79K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN100$9.69K<0.01%013F-HR/ATimelineGroup
MTM Investment Management, LLC82$7.91K<0.01%013F-HRTimeline
IFP Advisors, Inc80$7.71K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL31$2.99K<0.01%013F-HRTimeline