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Disclosery

PIZ INVESCO EXCH TRADED FD TR II

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DORSEY WRGT DVLP (fund)

115 managers (117 13F filers) reported a position in PIZ shares at 2026-06-30, 10,585,179 shares in all. 16 filers opened a position and 4 filers sold out during the quarter.

Managers
115
13F filers
117
New
16
Added
53
Reduced
34
Sold out
4
Shares held by filers
10,585,179

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,967,432$110M0.02%-278,54513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,193,152$66.7M<0.01%+107,57913F-HRTimelineGroup
LPL Financial LLC966,882$54M0.01%+291,06813F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC849,910$47.5M6.12%+5,22613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA648,239$36.2M0.01%+35,52313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC484,715$27.1M0.01%+97,62113F-HRTimelineGroup
Axiom Financial Strategies, LLC407,770$22.8M7.14%+7,93513F-HRTimeline
UBS Group AGin group UBS Group AG345,711$19.3M<0.01%-141,15413F-HRTimelineGroup
Systelligence, LLC335,628$18.8M3.13%+48313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…313,971$17M0.03%-3,22413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC284,922$15.9M<0.01%+1,78713F-HRTimelineGroup
NewSquare Capital LLC183,637$10.3M0.76%-3,64813F-HRTimeline
Cambridge Investment Research Advisors,…168,347$9.41M0.02%+6,70713F-HR/ATimeline
Cetera Investment Advisers165,178$9.23M0.01%+19,03713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV149,786$8.37M0.4%-192,90613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP136,806$7.49M<0.01%+59,32613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC86,557$4.84M0.01%+28,70413F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC84,712$4.74M3.09%+20,13613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.81,777$4.58M0.01%+57,23813F-HRTimelineGroup
Prospera Financial Services Inc80,972$4.53M0.07%-10,54713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC71,781$4.01M<0.01%-13,03213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC69,871$3.91M<0.01%+4,01013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.68,647$3.84M0.02%+11,45113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…67,081$3.75M<0.01%new13F-HRTimelineGroup
Wagner Wealth Management, Corp62,710$3.51M2.83%+1,26813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP61,747$3.45M<0.01%+7,46713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.61,337$3.43M<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP54,692$3.06M<0.01%-6,61613F-HRTimelineGroup
Genesee Capital Advisors, LLC53,585$3M0.94%+19,26813F-HRTimeline
&PARTNERS49,478$2.77M0.01%+8,36813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding48,063$2.69M-658Timeline
HighTower Advisors, LLC46,737$2.61M<0.01%+5,62113F-HRTimeline
Bellars Harris Wealth Management, LLC46,389$2.59M0.53%13F-HRTimeline
Greenline Wealth Management LLC44,020$2.46M2.02%+7,28613F-HRTimeline
FLOW TRADERS U.S. LLC39,806$2.23M0.09%new13F-HRTimeline
PFG Advisors36,657$2.05M0.1%+3,18013F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding36,573$2.04M-131Timeline
NewEdge Advisors, LLC36,302$2.03M0.01%+3,17413F-HRTimeline
Sanctuary Advisors, LLC33,455$1.87M0.01%+8,40013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC32,122$1.8M0.7%+25,64313F-HRTimeline
Janney Montgomery Scott LLC29,819$1.67M<0.01%new13F-HRTimeline
Private Advisory Group LLC25,915$1.45M0.08%-13,07013F-HRTimeline
Del-Sette Capital Management, LLC24,320$1.36M0.79%-51,09013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,150$1.29M0.03%+21413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,683$1.16M<0.01%-8313F-HRTimelineGroup
Cyndeo Wealth Partners, LLC20,629$1.15M0.05%-28313F-HRTimeline
GTS SECURITIES LLC20,475$1.14M0.02%+12,98313F-HRTimeline
Trueblood Wealth Management, LLC19,979$1.12M0.39%+47713F-HRTimeline
PFG Investments, LLC19,849$1.11M0.04%+1,40613F-HRTimeline
Formidable Asset Management, LLC19,642$973K0.15%+54213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,684$877K<0.01%-44313F-HRTimelineGroup
RiverTree Advisors, LLC15,374$859K0.51%-5,49713F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT14,049$785K0.32%-6613F-HRTimeline
Geneos Wealth Management Inc.13,975$781K0.02%+1,07913F-HRTimeline
Atria Investments, Inc13,862$775K0.01%+7,77013F-HRTimeline
PETRA FINANCIAL ADVISORS INC13,853$774K0.36%+9613F-HRTimeline
Quantinno Capital Management LP13,685$765K<0.01%+40613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,061$674K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,582$592K<0.01%+20013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,712$591K<0.01%-7,04113F-HRTimelineGroup
Advisory Services Network, LLC9,867$552K0.01%-5,34313F-HRTimeline
Steward Partners Investment Advisory, L…9,855$551K<0.01%-44013F-HRTimeline
WILLNER & HELLER, LLC8,992$503K0.31%+3,87213F-HRTimeline
Global Retirement Partners, LLC8,646$483K0.01%13F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.8,216$459K0.2%+48613F-HRTimeline
Nicholson Wealth Management Group, LLC8,073$451K0.27%+42113F-HRTimeline
OneDigital Investment Advisors LLC7,945$444K<0.01%-30013F-HRTimeline
Darden Wealth Group Inc7,796$436K0.17%+2,28713F-HRTimeline
Riggs Asset Managment Co. Inc.7,378$412K0.07%+32113F-HRTimeline
Bensler, LLC7,348$411K0.04%+55313F-HRTimeline
CIBC WORLD MARKET INC.7,271$406K<0.01%013F-HRTimeline
Stelac Advisory Services LLC7,250$405K0.08%013F-HRTimeline
Gladstone Institutional Advisory LLC7,083$396K0.01%+50013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,079$396K<0.01%+50613F-HR/ATimeline
IFP Advisors, Inc6,775$379K0.01%new13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV6,507$364K0.03%-5113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC6,378$357K0.06%+60513F-HRTimeline
MorganRosel Wealth Management, LLC6,331$354K0.12%-5013F-HRTimeline
Private Advisor Group, LLC6,217$347K<0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,674$317K0.02%-19013F-HRTimeline
Heirloom Wealth Management5,657$316K0.05%-2,54013F-HRTimeline
Farther Finance Advisors, LLC5,627$315K<0.01%-3,11913F-HRTimeline
EWA, LLC5,536$309K0.06%new13F-HRTimeline
Sequoia Financial Advisors, LLC5,523$309K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…5,325$298K0.02%013F-HRTimeline
Vise Technologies, Inc.5,225$292K<0.01%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,218$292K<0.01%+4213F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,214$291K<0.01%013F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC4,950$277K0.07%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,239$237K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,879$217K<0.01%+2,20013F-HRTimelineGroup
Institute for Wealth Management, LLC.3,772$211K0.02%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,699$151K<0.01%-5,29513F-HRTimeline
Integrated Wealth Concepts LLC2,670$149K<0.01%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC2,500$140K0.03%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,958$109K<0.01%+1,90213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,637$91.5K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,534$85.8K0.02%-3013F-HRTimeline
LANARK FINANCIAL, INC.1,360$76.1K0.01%-96,91213F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,296$72.4K0.01%-1013F-HR/ATimeline
Arax Advisory Partners1,149$64.2K<0.01%+213F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC990$55.3K0.07%new13F-HRTimeline
Cape Investment Advisory, Inc.950$53.1K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC715$40K<0.01%-2613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL600$33.5K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA476$26.6K<0.01%013F-HRTimelineGroup
Key Financial Inc406$22.7K<0.01%013F-HRTimeline
AE Wealth Management LLC327$18.3K<0.01%-4013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…294$16.3K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd283$15.8K<0.01%+19513F-HRTimeline
Caldwell Trust Co280$15.7K<0.01%+3013F-HRTimeline
Aventura Private Wealth, LLC110$6.15K<0.01%-5813F-HRTimeline
Realta Investment Advisors40$2.24K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.21$1.19K<0.01%+113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…10$559<0.01%013F-HRTimelineGroup