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PFI INVESCO EXCHANGE TRADED FD T

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DORSEY WRGT FINL (fund)

33 managers (33 13F filers) reported a position in PFI shares at 2025-03-31, 777,090 shares in all. 4 filers opened a position and 9 filers sold out during the quarter.

Managers
33
13F filers
33
New
4
Added
9
Reduced
10
Sold out
9
Shares held by filers
777,090

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
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…292,323$15.6M1.59%+9,54513F-HRTimelineGroup
Janney Montgomery Scott LLC117,963$6.3M0.02%-1,00213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/55,809$2.98M<0.01%-1,46813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY49,907$2.67M<0.01%+5,66713F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED44,184$2.33M0.22%+5,58813F-HR/ATimeline
Cambridge Investment Research Advisors,…37,199$1.99M0.01%-15013F-HRTimeline
LPL Financial LLC32,556$1.74M<0.01%+9,85813F-HRTimeline
Genesee Capital Advisors, LLC17,558$938K0.47%-12,68913F-HRTimeline
SPC Financial, Inc.17,337$927K0.08%+39013F-HRTimeline
Farther Finance Advisors, LLC16,177$865K0.02%new13F-HRTimeline
UBS Group AGin group UBS Group AG12,527$670K<0.01%-59713F-HRTimelineGroup
IMC-Chicago, LLC11,540$617K0.02%new13F-HRTimeline
Laurel Wealth Advisors LLC9,775$522K0.08%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,660$356K<0.01%013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,104$326K<0.01%+74713F-HRTimelineGroup
Trueblood Wealth Management, LLC6,078$325K0.15%new13F-HRTimeline
Asset Dedication, LLC5,973$319K0.03%013F-HRTimeline
Sensible Money, LLC5,973$319K0.14%013F-HRTimeline
Advisory Services Network, LLC5,474$293K0.01%+1,34213F-HRTimeline
Cetera Investment Advisers5,220$279K<0.01%-22213F-HRTimeline
COMERICA BANK3,900$208K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,624$194K<0.01%-34613F-HR/ATimelineGroup
Sunbelt Securities, Inc.3,477$186K0.02%-5,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,573$138K<0.01%-16,06613F-HRTimelineGroup
Geneos Wealth Management Inc.2,400$128K<0.01%+1,80013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,925$103K0.01%-45013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,472$78.6K0.04%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP933$49.3K<0.01%+59713F-HR/ATimelineGroup
IFP Advisors, Inc300$16K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC138$7K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC10$560<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$69<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.