Skip to content
Disclosery

PIE INVESCO EXCH TRADED FD TR II

Follow

DORSEY WRGT EMRG (fund)

54 managers (54 13F filers) reported a position in PIE shares at 2025-06-30, 2,983,487 shares in all. 4 filers opened a position and 6 filers sold out during the quarter.

Managers
54
13F filers
54
New
4
Added
14
Reduced
24
Sold out
6
Shares held by filers
2,983,487

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
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC561,962$11.8M<0.01%-62,29713F-HRTimelineGroup
M Holdings Securities, Inc.411,704$8.62M1.48%+34,17413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN266,027$5.57M<0.01%-8,90713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY229,661$4.81M<0.01%-109,25213F-HRTimelineGroup
UBS Group AGin group UBS Group AG184,844$3.87M<0.01%-16,80613F-HRTimelineGroup
NewSquare Capital LLC170,736$3.58M0.27%-1,50613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC162,292$3.4M0.01%+124,60813F-HRTimelineGroup
Maltin Wealth Management, Inc.158,509$3.32M1.49%+2,49913F-HRTimeline
Del-Sette Capital Management, LLC138,054$2.89M2.01%-10,42313F-HRTimeline
LPL Financial LLC78,611$1.65M<0.01%-26,18913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC66,037$1.38M<0.01%-12413F-HRTimelineGroup
Cambridge Investment Research Advisors,…60,625$1.27M<0.01%-16,79613F-HRTimeline
Prospera Financial Services Inc58,413$1.22M0.02%+87613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA44,756$937K<0.01%-59113F-HR/ATimelineGroup
MorganRosel Wealth Management, LLC41,110$861K0.24%+1,89513F-HRTimeline
Lunt Capital Management, Inc.37,647$788K0.3%new13F-HRTimeline
Kingsview Wealth Management, LLC27,966$586K0.01%-17813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.27,568$577K<0.01%new13F-HRTimelineGroup
Trueblood Wealth Management, LLC27,307$572K0.24%+12613F-HRTimeline
Whipplewood Advisors, LLC20,495$429K0.24%+20,33013F-HRTimeline
IHT Wealth Management, LLC19,098$400K0.01%-77513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/19,090$392K<0.01%013F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC18,487$387K<0.01%+10513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,473$387K<0.01%-4,48213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC16,173$339K<0.01%+94813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,841$332K<0.01%-3,74813F-HRTimelineGroup
EP Wealth Advisors, LLC15,448$323K<0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,960$271K<0.01%+1,46413F-HRTimelineGroup
PFG Investments, LLC11,330$237K0.01%+13613F-HRTimeline
OneDigital Investment Advisors LLC11,207$235K<0.01%-1,15813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,061$232K<0.01%-28,60713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC6,871$144K<0.01%+50013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,527$137K<0.01%-8,50913F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…5,735$120K<0.01%-75413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,103$106K<0.01%+1,30113F-HRTimelineGroup
UMB Bank, n.a.4,890$102K<0.01%013F-HR/ATimeline
MGB Wealth Management, LLC2,000$41.9K0.01%+75013F-HRTimeline
BLAIR WILLIAM & CO/IL1,800$37.7K<0.01%-1,95013F-HRTimeline
COMERICA BANK1,566$32.8K<0.01%-70013F-HRTimeline
Founders Financial Alliance, LLC1,422$29.8K0.01%-18513F-HRTimeline
FAS Wealth Partners, Inc.1,326$27.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC544$11.4K<0.01%13F-HRTimeline
Park Square Financial Group, LLC444$9.3K0.01%013F-HRTimeline
Qube Research & Technologies Ltd356$7.46K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC334$7K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…273$5.72K<0.01%new13F-HRTimelineGroup
MAI Capital Management221$4.63K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/200$4.19K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.117$2.44K<0.01%-45613F-HRTimeline
NewEdge Advisors, LLC106$2.22K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…98$2.05K<0.01%-25313F-HRTimeline
Farther Finance Advisors, LLC60$1.26K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2$42<0.01%-1,46013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.