Skip to content
Disclosery

PFI INVESCO EXCHANGE TRADED FD T

Follow

DORSEY WRGT FINL (fund)

37 managers (37 13F filers) reported a position in PFI shares at 2025-12-31, 640,680 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
37
13F filers
37
New
5
Added
10
Reduced
12
Sold out
2
Shares held by filers
640,680

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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…246,469$14.2M1.19%-23,35613F-HRTimelineGroup
Janney Montgomery Scott LLC90,903$5.25M0.01%-7,68413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/53,123$3.07M<0.01%+31513F-HRTimelineGroup
IMC-Chicago, LLC32,256$1.86M0.03%+6,77313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY32,051$1.85M<0.01%-3,65813F-HR/ATimelineGroup
LPL Financial LLC24,193$1.4M<0.01%-4,01413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC18,152$1.05M<0.01%-91713F-HRTimelineGroup
AlphaCore Capital LLC17,847$1.03M0.02%new13F-HRTimeline
Farther Finance Advisors, LLC16,911$976K0.01%-4513F-HRTimeline
UBS Group AGin group UBS Group AG11,502$664K<0.01%-49913F-HRTimelineGroup
Cambridge Investment Research Advisors,…10,226$590K<0.01%-1,38113F-HRTimeline
Genesee Capital Advisors, LLC9,247$534K0.21%+4,24713F-HRTimeline
Advisory Services Network, LLC7,683$444K0.01%+76913F-HRTimeline
Trueblood Wealth Management, LLC7,405$427K0.17%+42813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,839$395K<0.01%-5,09113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,122$353K<0.01%+35513F-HRTimelineGroup
Asset Dedication, LLC5,973$345K0.02%013F-HRTimeline
Sensible Money, LLC5,973$345K0.11%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,854$338K<0.01%+50313F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED5,721$334K0.02%-39,04813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,558$321K<0.01%-1,89113F-HRTimelineGroup
Cetera Investment Advisers5,116$295K<0.01%+22513F-HRTimeline
Laurel Wealth Advisors LLC4,367$252K0.03%-5,05813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,448$141K<0.01%+18213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,000$115K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.1,800$104K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,642$94.8K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC1,472$85.2K0.03%013F-HRTimeline
Darwin Wealth Management, LLC598$34.5K0.01%new13F-HRTimeline
Sound Income Strategies, LLC338$20.1K<0.01%new13F-HRTimeline
IFP Advisors, Inc300$17.3K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC293$16.9K<0.01%013F-HRTimeline
Sankala Group LLC138$7.61K0.01%13F-HRTimeline
FMR LLCin group FMR LLC59$3.42K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/62$3.05K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN36$2.08K<0.01%+3513F-HRTimelineGroup
Sunbelt Securities, Inc.3$173<0.01%013F-HRTimeline