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Disclosery

PIZ INVESCO EXCH TRADED FD TR II

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DORSEY WRGT DVLP (fund)

55 managers (55 13F filers) reported a position in PIZ shares at 2024-12-31, 3,376,800 shares in all. 6 filers opened a position and 6 filers sold out during the quarter.

Managers
55
13F filers
55
New
6
Added
16
Reduced
16
Sold out
6
Shares held by filers
3,376,800

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,040,526$37.8M0.01%+839,29013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…712,320$25.9M0.05%+76,47213F-HR/ATimeline
MORGAN STANLEYin group MORGAN STANLEY287,409$10.4M<0.01%+203,75313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG282,140$10.2M<0.01%+7,45513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA170,819$6.2M<0.01%-3,40913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC150,437$5.46M<0.01%13F-HR/ATimelineGroup
NewSquare Capital LLC111,032$4.03M0.32%+2,29613F-HRTimeline
LPL Financial LLC101,064$3.67M<0.01%+72,15213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC57,623$2.09M<0.01%+26313F-HRTimeline
Prospera Financial Services Inc44,488$1.62M0.04%-1,69213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,635$1.44M<0.01%-48,75813F-HRTimelineGroup
Refined Wealth Management29,834$1.08M0.82%-10513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,981$1.02M<0.01%-1,09713F-HRTimelineGroup
Trueblood Wealth Management, LLC25,090$911K0.45%013F-HRTimeline
Cyndeo Wealth Partners, LLC24,261$881K0.06%-2,33613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC18,406$668K<0.01%+40913F-HRTimelineGroup
Cambridge Investment Research Advisors,…18,337$666K<0.01%-39913F-HRTimeline
Monument Capital Management17,717$643K0.18%+5113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,450$634K<0.01%-13,52313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,054$619K0.01%+5113F-HRTimeline
MorganRosel Wealth Management, LLC16,718$607K0.2%-79913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,048$583K<0.01%+9,32813F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,390$523K<0.01%-28813F-HRTimelineGroup
Independent Advisor Alliance14,343$521K0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,404$450K<0.01%-1113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV11,102$403K<0.01%+1,45713F-HRTimeline
Del-Sette Capital Management, LLC10,253$372K0.3%-139,47013F-HRTimeline
OneDigital Investment Advisors LLC10,084$366K<0.01%-2,04613F-HRTimeline
Global Retirement Partners, LLC8,169$297K0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,125$295K<0.01%new13F-HRTimeline
Lunt Capital Management, Inc.8,079$293K0.11%new13F-HRTimeline
CIBC WORLD MARKET INC.7,991$290K<0.01%013F-HRTimeline
PFG Investments, LLC7,944$288K0.02%-60413F-HRTimeline
COMERICA BANK6,337$230K<0.01%+1,24613F-HR/ATimeline
NorthCrest Asset Manangement, LLC5,647$205K0.01%new13F-HR/ATimeline
Capital Investment Advisory Services, L…5,548$201K0.02%+22313F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC4,834$176K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…4,471$162K<0.01%+39213F-HRTimeline
Eagle Bay Advisors LLC4,010$146K0.09%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,900$69K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,564$56.8K0.02%013F-HRTimeline
FMR LLCin group FMR LLC870$31.6K<0.01%-113F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA476$17.3K<0.01%013F-HRTimelineGroup
Key Financial Inc406$14.7K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.285$10.4K<0.01%013F-HRTimeline
Park Square Financial Group, LLC280$10.2K0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC233$8K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…211$7.66K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO145$5.29K<0.01%+10913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…94$3.41K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd91$3.31K<0.01%013F-HRTimeline
NewEdge Advisors, LLC70$2.52K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…29$1.05K<0.01%-5413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP26$944<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.