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Disclosery

PFI INVESCO EXCHANGE TRADED FD T

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DORSEY WRGT FINL (fund)

34 managers (34 13F filers) reported a position in PFI shares at 2025-09-30, 727,194 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
34
13F filers
34
New
3
Added
12
Reduced
12
Sold out
4
Shares held by filers
727,194

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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…269,825$15.6M1.3%-11,96813F-HRTimelineGroup
Janney Montgomery Scott LLC98,587$5.71M0.01%-2,92913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/52,808$3.06M<0.01%-2,06813F-HR/ATimelineGroup
SILVER OAK SECURITIES, INCORPORATED44,769$2.6M0.19%-1,05913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY35,709$2.07M<0.01%-7,22613F-HR/ATimelineGroup
LPL Financial LLC28,207$1.64M<0.01%-7,10613F-HRTimeline
IMC-Chicago, LLC25,483$1.48M0.03%+11,38213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,069$1.14M<0.01%new13F-HRTimelineGroup
SPC Financial, Inc.18,100$1.05M0.08%-2413F-HRTimeline
Farther Finance Advisors, LLC16,956$983K0.01%+13813F-HRTimeline
UBS Group AGin group UBS Group AG12,001$696K<0.01%+16113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,930$692K<0.01%+4,36613F-HRTimelineGroup
Cambridge Investment Research Advisors,…11,607$673K<0.01%-24,39813F-HRTimeline
Laurel Wealth Advisors LLC9,425$546K0.08%-35013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,662$502K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,449$432K<0.01%+2,40813F-HRTimelineGroup
Trueblood Wealth Management, LLC6,977$404K0.16%+27213F-HRTimeline
Advisory Services Network, LLC6,914$401K0.01%-24113F-HRTimeline
Asset Dedication, LLC5,973$346K0.02%013F-HRTimeline
Sensible Money, LLC5,973$346K0.12%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,767$334K<0.01%+16513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,351$310K<0.01%+1,80713F-HRTimelineGroup
Genesee Capital Advisors, LLC5,000$290K0.13%+313F-HRTimeline
Cetera Investment Advisers4,891$284K<0.01%+92213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,266$131K<0.01%+44113F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.1,925$112K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,800$104K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,642$93.9K<0.01%-17613F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC1,472$85.3K0.04%013F-HRTimeline
IFP Advisors, Inc300$17.4K<0.01%013F-HR/ATimeline
Providence Capital Advisors, LLC293$17K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC59$3.43K<0.01%+4913F-HRTimelineGroup
Sunbelt Securities, Inc.3$174<0.01%-8,47413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$37<0.01%013F-HRTimelineGroup