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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 2026-03-31, 315,297 shares in all. 3 filers opened a position and 7 filers sold out during the quarter.

Managers
33
13F filers
33
New
3
Added
6
Reduced
14
Sold out
7
Shares held by filers
315,297

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC60,221$3.21M<0.01%+36,02813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/53,417$2.84M<0.01%+29413F-HRTimelineGroup
IMC-Chicago, LLC37,451$1.99M0.03%+5,19513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY28,265$1.51M<0.01%-3,78613F-HRTimelineGroup
Farther Finance Advisors, LLC16,911$905K0.01%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP12,500$666K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG11,233$598K<0.01%-26913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,082$590K<0.01%new13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,011$533K<0.01%-8,14113F-HR/ATimelineGroup
Genesee Capital Advisors, LLC8,134$433K0.18%-1,11313F-HRTimeline
Trueblood Wealth Management, LLC7,592$404K0.16%+18713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,965$371K<0.01%+12613F-HRTimelineGroup
Asset Dedication, LLC5,973$318K0.02%013F-HRTimeline
Sensible Money, LLC5,973$318K0.1%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,601$298K<0.01%-52113F-HRTimelineGroup
Cetera Investment Advisers4,970$265K<0.01%-14613F-HRTimeline
Laurel Wealth Advisors LLC4,367$257K0.03%013F-HRTimeline
Janney Montgomery Scott LLC4,372$233K<0.01%-86,53113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,300$223K<0.01%new13F-HR/ATimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…3,833$204K0.02%-242,63613F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,756$200K<0.01%-6,47013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,066$158K<0.01%+61813F-HRTimelineGroup
Geneos Wealth Management Inc.1,800$95.8K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC1,472$78.4K0.04%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.755$40.2K<0.01%-88713F-HRTimelineGroup
Sound Income Strategies, LLC338$18.1K<0.01%013F-HRTimeline
IFP Advisors, Inc300$16K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC293$15.6K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA284$15K<0.01%-5,57013F-HRTimelineGroup
FMR LLCin group FMR LLC41$2.19K<0.01%-1813F-HRTimelineGroup
Sankala Group LLC17$889<0.01%-12113F-HRTimeline
Sunbelt Securities, Inc.3$160<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$51<0.01%-3513F-HR/ATimelineGroup