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Disclosery

PIE INVESCO EXCH TRADED FD TR II

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DORSEY WRGT EMRG (fund)

55 managers (55 13F filers) reported a position in PIE shares at 2025-03-31, 3,153,676 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
55
13F filers
55
New
3
Added
11
Reduced
29
Sold out
4
Shares held by filers
3,153,676

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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC624,259$11.3M<0.01%-45,99013F-HRTimelineGroup
M Holdings Securities, Inc.377,530$6.86M1.14%+39,46213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY338,913$6.16M<0.01%-1,82013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN274,934$5M<0.01%-102,35213F-HRTimelineGroup
UBS Group AGin group UBS Group AG201,650$3.67M<0.01%+21,82413F-HRTimelineGroup
NewSquare Capital LLC172,242$3.13M0.26%-18,18313F-HRTimeline
Maltin Wealth Management, Inc.156,010$2.84M1.33%-148,23013F-HRTimeline
Del-Sette Capital Management, LLC148,477$2.7M2.12%new13F-HRTimeline
LPL Financial LLC104,800$1.91M<0.01%-8,14613F-HRTimeline
Cambridge Investment Research Advisors,…77,421$1.41M<0.01%-139,97013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC66,161$1.2M<0.01%+2,01913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC65,382$1.19M<0.01%-51,91313F-HRTimelineGroup
Prospera Financial Services Inc57,537$1.05M0.02%-61013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA45,347$824K<0.01%+2,12213F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC43,319$788K0.03%+1,63313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.39,668$721K<0.01%-18,50113F-HRTimeline
MorganRosel Wealth Management, LLC39,215$713K0.22%+4,05413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,684$685K<0.01%-8,90113F-HR/ATimelineGroup
Kingsview Wealth Management, LLC28,144$512K0.01%-52213F-HRTimeline
Trueblood Wealth Management, LLC27,181$494K0.23%-2,03913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,955$417K<0.01%-40,12113F-HRTimelineGroup
Whipplewood Advisors, LLC165$373K0.27%-18,66613F-HRTimeline
IHT Wealth Management, LLC19,873$361K0.01%+7,06813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…19,589$356K<0.01%-2,54313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,090$346K<0.01%-2,80013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,382$334K<0.01%-2,20013F-HRTimeline
EP Wealth Advisors, LLC15,448$281K<0.01%-3,45613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC15,225$277K<0.01%-44513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,036$273K<0.01%+4613F-HRTimelineGroup
OneDigital Investment Advisors LLC12,365$225K<0.01%-2,29013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC11,496$209K<0.01%-16,52413F-HRTimelineGroup
PFG Investments, LLC11,194$204K0.01%-2,39513F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC9,852$179K0.04%+113F-HRTimeline
Steward Partners Investment Advisory, L…6,489$118K<0.01%-69813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,371$116K<0.01%-5,92313F-HRTimelineGroup
UMB Bank, n.a.4,890$88.9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,802$69.8K<0.01%+1,19213F-HR/ATimelineGroup
BLAIR WILLIAM & CO/IL3,750$68.2K<0.01%+25013F-HRTimeline
COMERICA BANK2,266$41.2K<0.01%-64413F-HRTimeline
Founders Financial Alliance, LLC1,607$29.2K0.01%-1,06113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,462$26.6K<0.01%-1,53713F-HRTimeline
FAS Wealth Partners, Inc.1,326$24.1K<0.01%013F-HRTimeline
MGB Wealth Management, LLC1,250$22.7K0.01%-1,25013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC900$16K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.573$10.4K<0.01%013F-HRTimeline
Register Financial Advisors LLC503$9.15K<0.01%013F-HRTimeline
Park Square Financial Group, LLC444$8.07K0.01%013F-HRTimeline
Qube Research & Technologies Ltd356$6.47K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…351$6.38K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC334$6K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/200$3.64K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC106$1.93K<0.01%013F-HRTimeline
IFP Advisors, Inc92$1.67K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC60$1.1K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.