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Disclosery

PIZ INVESCO EXCH TRADED FD TR II

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DORSEY WRGT DVLP (fund)

60 managers (60 13F filers) reported a position in PIZ shares at 2025-03-31, 3,612,094 shares in all. 13 filers opened a position and 7 filers sold out during the quarter.

Managers
60
13F filers
60
New
13
Added
16
Reduced
19
Sold out
7
Shares held by filers
3,612,094

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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,081,327$41.2M0.01%+40,80113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…577,452$22M0.04%-134,86813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY307,016$11.7M<0.01%+19,60713F-HRTimelineGroup
UBS Group AGin group UBS Group AG276,271$10.5M<0.01%-5,86913F-HRTimelineGroup
Systelligence, LLC255,776$9.74M2.34%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA217,141$8.27M<0.01%+46,32213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC123,586$4.71M<0.01%-26,85113F-HRTimelineGroup
NewSquare Capital LLC98,617$3.76M0.31%-12,41513F-HRTimeline
LPL Financial LLC83,267$3.17M<0.01%-17,79713F-HRTimeline
Del-Sette Capital Management, LLC80,564$3.07M2.41%+70,31113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC57,640$2.19M<0.01%+1713F-HRTimeline
Prospera Financial Services Inc44,614$1.7M0.04%+12613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC40,053$1.53M<0.01%+22,60313F-HR/ATimelineGroup
FLOW TRADERS U.S. LLC31,154$1.19M0.05%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,943$950K<0.01%-3,03813F-HRTimelineGroup
Cyndeo Wealth Partners, LLC24,247$923K0.06%-1413F-HRTimeline
Trueblood Wealth Management, LLC19,642$748K0.35%-5,44813F-HRTimeline
Cambridge Investment Research Advisors,…18,705$712K<0.01%+36813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC18,322$698K<0.01%-8413F-HRTimelineGroup
Monument Capital Management17,453$665K0.2%-26413F-HRTimeline
GTS SECURITIES LLC17,122$652K0.03%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,080$650K0.01%+2613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,216$618K<0.01%+16813F-HRTimelineGroup
MorganRosel Wealth Management, LLC15,009$572K0.17%-1,70913F-HRTimeline
Janney Montgomery Scott LLC14,763$562K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,585$517K<0.01%-80513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,218$503K<0.01%+81413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,761$410K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,582$403K<0.01%-29,05313F-HRTimelineGroup
OneDigital Investment Advisors LLC8,374$319K<0.01%-1,71013F-HRTimeline
CIBC WORLD MARKET INC.7,991$304K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.7,223$275K0.08%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV7,032$268K<0.01%-4,07013F-HRTimeline
PFG Investments, LLC6,519$248K0.02%-1,42513F-HRTimeline
COMERICA BANK6,337$241K<0.01%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,300$240K<0.01%-1,82513F-HRTimeline
Capital Investment Advisory Services, L…5,548$211K0.02%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,379$205K<0.01%new13F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC4,885$186K0.04%+5113F-HRTimeline
Steward Partners Investment Advisory, L…4,058$155K<0.01%-41313F-HRTimeline
Farther Finance Advisors, LLC3,609$139K<0.01%new13F-HRTimeline
Arax Advisory Partners2,738$104K0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL1,775$67.6K<0.01%-12513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,684$64.5K<0.01%+1,65813F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.1,564$59.6K0.02%013F-HRTimeline
ROSS\JOHNSON & Associates LLC952$36.3K0.62%new13F-HRTimeline
FMR LLCin group FMR LLC910$34.6K<0.01%+4013F-HRTimelineGroup
Geneos Wealth Management Inc.755$28.8K<0.01%+47013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA476$18.1K<0.01%013F-HRTimelineGroup
Key Financial Inc406$15.5K<0.01%013F-HRTimeline
Park Square Financial Group, LLC280$10.7K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.241$9K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC233$9K<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…211$8.03K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO147$5.63K<0.01%+213F-HRTimelineGroup
MGB Wealth Management, LLC125$4.78K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd91$3.46K<0.01%013F-HRTimeline
NewEdge Advisors, LLC70$2.65K<0.01%013F-HRTimeline
IFP Advisors, Inc55$2.09K<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.