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Disclosery

PFI INVESCO EXCHANGE TRADED FD T

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DORSEY WRGT FINL (fund)

40 managers (40 13F filers) reported a position in PFI shares at 2024-12-31, 874,376 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
40
13F filers
40
New
8
Added
12
Reduced
6
Sold out
3
Shares held by filers
874,376

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
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…282,778$16.1M1.59%+12,19113F-HRTimelineGroup
Janney Montgomery Scott LLC118,965$6.78M0.02%-90713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/57,277$3.27M<0.01%+49213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY44,240$2.52M<0.01%+4,66813F-HR/ATimelineGroup
RPS ADVISORY SOLUTIONS LLC43,038$2.45M1.53%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED38,596$2.19M0.2%-23413F-HRTimeline
Cambridge Investment Research Advisors,…37,349$2.13M0.01%+3313F-HRTimeline
Genesee Capital Advisors, LLC30,247$1.72M0.8%-94813F-HRTimeline
Blue Capital, Inc.26,965$1.54M1.08%13F-HRTimeline
LPL Financial LLC22,698$1.29M<0.01%+2,29213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,639$1.06M<0.01%+58013F-HR/ATimelineGroup
SPC Financial, Inc.16,947$966K0.08%+5513F-HRTimeline
SignalPoint Asset Management, LLC16,177$922K0.22%-33113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,964$853K<0.01%+9,96713F-HRTimelineGroup
First Heartland Consultants, Inc.13,653$778K0.08%new13F-HRTimeline
UBS Group AGin group UBS Group AG13,124$748K<0.01%-3713F-HRTimelineGroup
Laurel Wealth Advisors LLC9,775$557K0.09%new13F-HRTimeline
Sunbelt Securities, Inc.8,477$481K0.04%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,704$439K0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,660$380K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,975$341K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC5,973$341K0.03%013F-HRTimeline
Sensible Money, LLC5,973$341K0.15%013F-HRTimeline
Cetera Investment Advisers5,442$310K<0.01%+4913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,357$305K<0.01%13F-HR/ATimelineGroup
Advisory Services Network, LLC4,132$236K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,970$226K<0.01%-28813F-HRTimelineGroup
COMERICA BANK3,900$222K<0.01%013F-HR/ATimeline
CENTAURUS FINANCIAL, INC.2,375$135K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,472$83.9K0.04%013F-HRTimeline
Geneos Wealth Management Inc.600$34.2K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP336$19.2K<0.01%+25813F-HRTimelineGroup
IFP Advisors, Inc300$17.1K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC138$8K<0.01%+213F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC100$5.54K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV23$1.31K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…23$1.31K<0.01%+113F-HRTimelineGroup
Coppell Advisory Solutions LLC13$737<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$37<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.