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Disclosery

PGJ INVESCO EXCHANGE TRADED FD T

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GLOBAL DRGN CN (fund)

40 managers (40 13F filers) reported a position in PGJ shares at 2025-06-30, 606,202 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
40
13F filers
40
New
5
Added
10
Reduced
14
Sold out
5
Shares held by filers
606,202

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
MORGAN STANLEYin group MORGAN STANLEY145,151$4.12M<0.01%-7,42513F-HRTimelineGroup
IHT Wealth Management, LLC49,612$1.41M0.04%+1,22813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC41,676$1.18M<0.01%-43,97913F-HRTimelineGroup
UBS Group AGin group UBS Group AG35,616$1.01M<0.01%+19,65313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…24,964$708K0.02%+13,02813F-HRTimelineGroup
Avestar Capital, LLC23,714$673K0.05%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC23,654$671K<0.01%+3,32113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…23,270$660K<0.01%+1,43913F-HRTimeline
MML INVESTORS SERVICES, LLC21,741$617K<0.01%-3013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,214$602K<0.01%+4,03713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,102$571K<0.01%-26713F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20,000$568K<0.01%-30,00013F-HRTimelineGroup
Cambridge Investment Research Advisors,…19,391$550K<0.01%new13F-HRTimeline
LPL Financial LLC15,957$453K<0.01%-29,79213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC14,860$422K0.02%-28,29913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN13,897$394K<0.01%-6,00413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC12,292$349K<0.01%-5,16113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,380$323K<0.01%new13F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD10,250$291K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC9,740$282K<0.01%-9,10213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,247$262K<0.01%-1,65313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,705$249K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,727$248K<0.01%+4,26313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,268$149K<0.01%-16,42113F-HR/ATimelineGroup
Pacific Center for Financial Services5,080$144K0.04%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,679$76.5K<0.01%+35913F-HRTimelineGroup
FMR LLCin group FMR LLC1,806$51.3K<0.01%-2213F-HRTimelineGroup
Sava Infond d.o.o.1,500$42.6K0.01%new13F-HRTimeline
North Capital, Inc.998$28.3K0.02%+59013F-HRTimeline
Global Retirement Partners, LLC899$25.5K<0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.775$22K0.01%013F-HRTimeline
COMERICA BANK685$19.4K<0.01%013F-HRTimeline
IFP Advisors, Inc363$10.3K<0.01%013F-HRTimeline
Main Street Group, LTD356$10.1K<0.01%+213F-HRTimeline
Steward Partners Investment Advisory, L…192$5.45K<0.01%-813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/170$4.83K<0.01%new13F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL110$3.12K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd110$3.12K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management51$1.46K<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.