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Disclosery

PFI INVESCO EXCHANGE TRADED FD T

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DORSEY WRGT FINL (fund)

36 managers (36 13F filers) reported a position in PFI shares at 2025-06-30, 747,374 shares in all. 3 filers opened a position and 0 filers sold out during the quarter.

Managers
36
13F filers
36
New
3
Added
10
Reduced
12
Sold out
0
Shares held by filers
747,374

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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…281,793$16M1.5%-10,53013F-HRTimelineGroup
Janney Montgomery Scott LLC101,516$5.76M0.02%-16,44713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/54,876$3.11M<0.01%-93313F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED45,828$2.6M0.22%+1,64413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY42,935$2.44M<0.01%-6,97213F-HRTimelineGroup
Cambridge Investment Research Advisors,…36,005$2.04M0.01%-1,19413F-HRTimeline
LPL Financial LLC35,313$2M<0.01%+2,75713F-HRTimeline
SPC Financial, Inc.18,124$1.03M0.09%+78713F-HRTimeline
Farther Finance Advisors, LLC16,818$954K0.02%+64113F-HRTimeline
IMC-Chicago, LLC14,101$800K0.02%+2,56113F-HRTimeline
UBS Group AGin group UBS Group AG11,840$672K<0.01%-68713F-HRTimelineGroup
Laurel Wealth Advisors LLC9,775$555K0.08%013F-HR/ATimeline
Sunbelt Securities, Inc.8,477$483K0.04%+5,00013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,564$429K<0.01%+90413F-HRTimelineGroup
Advisory Services Network, LLC7,155$400K0.01%+1,68113F-HRTimeline
Trueblood Wealth Management, LLC6,705$380K0.16%+62713F-HRTimeline
Asset Dedication, LLC5,973$339K0.02%013F-HRTimeline
Sensible Money, LLC5,973$339K0.13%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,602$318K<0.01%-50213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,041$286K<0.01%new13F-HRTimelineGroup
Genesee Capital Advisors, LLC4,997$283K0.13%-12,56113F-HRTimeline
Cetera Investment Advisers3,969$225K<0.01%-1,25113F-HRTimeline
COMERICA BANK3,900$221K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,544$201K<0.01%-8013F-HR/ATimelineGroup
CENTAURUS FINANCIAL, INC.1,925$109K0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,818$103K<0.01%-75513F-HR/ATimelineGroup
Geneos Wealth Management Inc.1,800$102K<0.01%-60013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,825$102K<0.01%+89213F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC1,472$83.5K0.04%013F-HRTimeline
IFP Advisors, Inc300$17K<0.01%013F-HRTimeline
Briaud Financial Planning Inc236$13K0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC138$8K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25$1.42K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC10$595<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$62<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.