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Disclosery

PGJ INVESCO EXCHANGE TRADED FD T

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GLOBAL DRGN CN (fund)

39 managers (39 13F filers) reported a position in PGJ shares at 2025-03-31, 722,083 shares in all. 3 filers opened a position and 8 filers sold out during the quarter.

Managers
39
13F filers
39
New
3
Added
15
Reduced
13
Sold out
8
Shares held by filers
722,083

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY152,576$4.52M<0.01%+27,28713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC85,655$2.54M<0.01%+43,58113F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$1.48M<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC48,384$1.43M0.04%-4,23613F-HRTimeline
LPL Financial LLC45,749$1.35M<0.01%+3,97713F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC43,159$1.28M0.07%-23,77113F-HRTimelineGroup
Avestar Capital, LLC23,714$702K0.07%013F-HRTimeline
Federation des caisses Desjardins du Qu…21,831$646K<0.01%+4,65113F-HRTimeline
MML INVESTORS SERVICES, LLC21,771$645K<0.01%+35013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,689$643K<0.01%+2,40113F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,369$603K<0.01%+18,48213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,333$602K<0.01%+1,66313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN19,901$589K<0.01%-1,47613F-HRTimelineGroup
Advisory Services Network, LLC18,842$558K0.01%+813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,453$517K<0.01%-11013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,177$509K<0.01%-17,10013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC16,318$483K<0.01%+2,94713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG15,963$473K<0.01%-12,33713F-HRTimelineGroup
MGB Wealth Management, LLC12,170$360K0.13%+4,26013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11,936$353K0.01%-20,00813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC10,900$323K<0.01%+613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,705$258K<0.01%-513F-HRTimeline
Pacific Center for Financial Services5,080$150K0.04%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,464$132K<0.01%-4,05713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,320$69K<0.01%-13,44713F-HR/ATimelineGroup
FMR LLCin group FMR LLC1,828$54.1K<0.01%+1,40213F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.775$23K0.01%013F-HRTimeline
COMERICA BANK685$20.3K<0.01%+23313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$14.8K<0.01%new13F-HRTimelineGroup
North Capital, Inc.408$12.1K0.01%13F-HRTimeline
IFP Advisors, Inc363$10.7K<0.01%013F-HRTimeline
Main Street Group, LTD354$10.5K<0.01%+113F-HRTimeline
Steward Partners Investment Advisory, L…200$5.92K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC140$4K<0.01%-1,80413F-HRTimeline
BLAIR WILLIAM & CO/IL110$3.26K<0.01%-4413F-HRTimeline
Qube Research & Technologies Ltd110$3.26K<0.01%-4113F-HRTimeline
Laurel Wealth Advisors LLC100$2.96K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management51$1.52K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.