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Disclosery

PIZ INVESCO EXCH TRADED FD TR II

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DORSEY WRGT DVLP (fund)

72 managers (72 13F filers) reported a position in PIZ shares at 2025-06-30, 5,711,188 shares in all. 16 filers opened a position and 5 filers sold out during the quarter.

Managers
72
13F filers
72
New
16
Added
22
Reduced
21
Sold out
5
Shares held by filers
5,711,188

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
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,823,637$83.8M0.02%+742,31013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY589,097$27.1M<0.01%+282,08113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…563,947$25.6M0.04%-13,50513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA372,192$17.1M<0.01%+155,05113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC300,914$13.8M<0.01%+177,32813F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV294,152$13.5M0.97%new13F-HRTimeline
UBS Group AGin group UBS Group AG273,473$12.6M<0.01%-2,79813F-HRTimelineGroup
Systelligence, LLC241,432$11.1M2.05%-14,34413F-HRTimeline
LPL Financial LLC146,147$6.72M<0.01%+62,88013F-HRTimeline
NewSquare Capital LLC96,029$4.41M0.33%-2,58813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…79,134$3.64M0.01%+68,55213F-HRTimelineGroup
Del-Sette Capital Management, LLC73,119$3.36M2.34%-7,44513F-HRTimeline
NWF Advisory Services Inc.60,549$2.78M0.33%new13F-HRTimeline
GTS SECURITIES LLC59,956$2.75M0.12%+42,83413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC57,758$2.65M<0.01%+11813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC48,836$2.24M<0.01%+35,61813F-HRTimelineGroup
Prospera Financial Services Inc46,049$2.12M0.04%+1,43513F-HRTimeline
CPC Advisors, LLC45,370$2.08M0.26%new13F-HRTimeline
Financial Management Professionals, Inc.36,862$1.69M0.19%new13F-HRTimeline
MML INVESTORS SERVICES, LLC36,184$1.66M<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO35,172$1.62M<0.01%+35,02513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,946$1.56M0.01%new13F-HRTimelineGroup
Cetera Investment Advisers29,353$1.35M<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP27,972$1.29M<0.01%+14,38713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/25,182$1.16M<0.01%+23913F-HRTimelineGroup
Cyndeo Wealth Partners, LLC23,535$1.08M0.06%-71213F-HRTimeline
Private Advisory Group LLC21,098$969K0.09%new13F-HRTimeline
Trueblood Wealth Management, LLC20,180$927K0.39%+53813F-HRTimeline
Cambridge Investment Research Advisors,…19,772$909K<0.01%+1,06713F-HRTimeline
Janney Montgomery Scott LLC19,014$874K<0.01%+4,25113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC16,693$767K<0.01%-1,62913F-HRTimelineGroup
Monument Capital Management15,763$724K0.19%-1,69013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,390$707K<0.01%-1,69013F-HRTimeline
MorganRosel Wealth Management, LLC14,913$685K0.19%-9613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,612$488K<0.01%-5,60413F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC10,043$461K<0.01%+9,81013F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV9,110$419K0.02%new13F-HRTimeline
Advisory Services Network, LLC8,862$403K0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.8,473$389K0.1%+1,25013F-HRTimeline
OneDigital Investment Advisors LLC8,374$385K<0.01%013F-HRTimeline
Global Retirement Partners, LLC8,289$381K0.01%13F-HRTimeline
CIBC WORLD MARKET INC.7,991$367K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,973$320K<0.01%-5913F-HRTimeline
FLOW TRADERS U.S. LLC6,375$293K0.01%-24,77913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,284$289K<0.01%-1613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,751$263K<0.01%+4,06713F-HRTimelineGroup
PFG Investments, LLC5,711$262K0.02%-80813F-HRTimeline
COMERICA BANK5,636$259K<0.01%-70113F-HRTimeline
Capital Investment Advisory Services, L…5,418$249K0.02%-13013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,379$247K<0.01%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,138$236K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC3,609$166K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,337$153K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,206$147K<0.01%-85213F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,814$129K0.01%new13F-HRTimelineGroup
Arax Advisory Partners2,740$126K0.01%+213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,729$79.4K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,564$71.9K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL850$39.1K<0.01%-92513F-HRTimeline
FMR LLCin group FMR LLC793$36.4K<0.01%-11713F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…651$29.9K<0.01%+44013F-HRTimeline
Glenmede Investment Management, LP476$21.9K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.470$21.6K<0.01%-28513F-HRTimeline
Key Financial Inc406$18.7K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC332$15.4K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC280$12.9K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.241$11K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC190$8.73K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc100$4.59K<0.01%+4513F-HRTimeline
Qube Research & Technologies Ltd91$4.18K<0.01%013F-HRTimeline
NewEdge Advisors, LLC70$3.19K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.