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Disclosery

PGHY INVESCO EXCH TRADED FD TR II

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GLOBAL EX US HGH (fund)

57 managers (57 13F filers) reported a position in PGHY shares at 2025-06-30, 5,200,513 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
57
13F filers
57
New
8
Added
22
Reduced
16
Sold out
6
Shares held by filers
5,200,513

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
Sowell Financial Services LLC827,259$16.4M0.67%-25,50313F-HRTimeline
Whitcomb & Hess, Inc.572,073$11.4M3.21%+12,31113F-HRTimeline
Sound Income Strategies, LLC551,475$11M0.63%+254,69113F-HRTimeline
LPL Financial LLC482,121$9.58M<0.01%+20,11613F-HRTimeline
Baker Avenue Asset Management, LP283,614$5.64M0.16%-5,89413F-HRTimeline
Advisory Alpha, LLC272,296$5.41M0.17%+23,99213F-HRTimeline
Royal Fund Management, LLC241,391$4.8M0.51%+8,16113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC215,047$4.27M0.44%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/197,264$3.92M<0.01%+9,32813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY177,316$3.52M<0.01%+13,74913F-HRTimelineGroup
OLIVER LAGORE VANVALIN INVESTMENT GROUP165,512$3.28M1.29%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC129,581$2.57M<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC118,851$2.36M0.04%+5,17113F-HRTimeline
Stenger Family Office, LLC129,501$2.32M0.6%13F-HRTimeline
HighTower Advisors, LLC86,807$1.72M<0.01%-15,71213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP63,575$1.26M<0.01%+8,69813F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC59,001$1.17M0.01%+3,53213F-HRTimelineGroup
Cambria Investment Management, L.P.55,736$1.11M0.07%new13F-HRTimeline
Cambridge Investment Research Advisors,…54,383$1.08M<0.01%+2,31313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,714$948K<0.01%+2,36013F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC44,797$890K<0.01%+1,68013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC42,195$838K0.44%+2,32513F-HRTimeline
GeoWealth Management, LLC41,999$835K0.03%-71313F-HRTimeline
Embree Financial Group40,303$801K0.12%-6,12313F-HRTimeline
Janney Montgomery Scott LLC34,892$693K<0.01%new13F-HRTimeline
GREENBERG FINANCIAL GROUP33,325$657K0.25%-85013F-HRTimeline
Capital Investment Advisory Services, L…32,878$653K0.05%+9,10713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC29,511$586K<0.01%-37,07413F-HRTimelineGroup
Atria Wealth Solutions, Inc.18,828$374K0.01%+2,22013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED17,244$343K0.03%-53113F-HRTimeline
MML INVESTORS SERVICES, LLC16,275$323K<0.01%+5,06313F-HRTimeline
Acorn Wealth Advisors, LLC16,080$320K0.12%-2,57513F-HRTimeline
Murphy & Mullick Capital Management Corp14,504$288K0.23%-2,41713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth13,210$262K<0.01%+21713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC12,952$257K<0.01%-20413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,805$215K<0.01%013F-HRTimelineGroup
Endowment Wealth Management, Inc.10,753$214K0.11%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,041$200K<0.01%-34713F-HRTimeline
CWM, LLCin group CWM, LLC6,166$123K<0.01%+62613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,618$91.8K<0.01%+3,73213F-HRTimelineGroup
Global Retirement Partners, LLC3,796$75.4K<0.01%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,100$62K<0.01%013F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,675$53.2K<0.01%-4,29713F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,551$50.7K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC2,037$40.5K<0.01%+313F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,558$31K0.01%+26213F-HRTimeline
PRIVATE TRUST CO NA1,441$28.6K<0.01%013F-HRTimeline
Front Row Advisors LLC720$14.3K<0.01%-48013F-HRTimeline
UBS Group AGin group UBS Group AG233$4.63K<0.01%new13F-HRTimelineGroup
First Horizon Advisors, Inc.156$3.1K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…147$2.92K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC132$2.62K<0.01%-3913F-HRTimelineGroup
Founders Financial Alliance, LLC33$656<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.33$648<0.01%013F-HRTimeline
NewSquare Capital LLC7$139<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$15<0.01%-113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.