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Disclosery

PFIG INVESCO EXCH TRADED FD TR II

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ETF (fund)

36 managers (36 13F filers) reported a position in PFIG shares at 2024-12-31, 1,346,843 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
36
13F filers
36
New
7
Added
11
Reduced
11
Sold out
2
Shares held by filers
1,346,843

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
LPL Financial LLC281,133$6.6M<0.01%-177,88813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC185,820$4.36M0.13%+8,46513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC171,402$4.02M<0.01%+34,14813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP126,762$2.98M<0.01%-2,23913F-HRTimelineGroup
Advisory Services Network, LLC94,885$2.23M0.04%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.70,267$1.65M0.02%+4313F-HRTimelineGroup
Prairiewood Capital, LLC69,402$1.63M0.7%-1,44113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC61,796$1.45M<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC39,572$929K0.01%-32913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC35,427$832K<0.01%+16,04613F-HRTimelineGroup
Breakwater Capital Group30,877$725K0.14%+1,91413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,806$606K<0.01%+10,41413F-HRTimelineGroup
Insight Advisors, LLC/ PA23,764$559K0.1%+1,39113F-HRTimeline
Copia Wealth Management21,089$495K0.47%13F-HRTimeline
Hobbs Group Advisors, LLC19,870$467K0.18%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY18,645$438K<0.01%-13,38113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,108$355K<0.01%-2613F-HRTimelineGroup
Capital Investment Advisory Services, L…12,954$304K0.03%-4,69413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,989$282K<0.01%-53513F-HRTimelineGroup
Cetera Investment Advisers10,019$235K<0.01%-4,09513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,947$187K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,296$77.4K<0.01%-1,47013F-HRTimelineGroup
Allworth Financial LP2,379$55.9K<0.01%new13F-HRTimeline
Parallel Advisors, LLC2,000$47K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,460$34.2K<0.01%+46013F-HRTimeline
Strengthening Families & Communities, L…1,065$25K0.01%+813F-HRTimeline
Golden State Wealth Management, LLC562$13.2K<0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.550$12.9K<0.01%+713F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…500$11.7K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC251$5.89K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC108$2.54K<0.01%013F-HRTimeline
AE Wealth Management LLC97$2.28K<0.01%new13F-HRTimeline
Larson Financial Group LLC41$954<0.01%+113F-HRTimeline
Financial Life Planners0$6<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$5<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.