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Disclosery

PIZ INVESCO EXCH TRADED FD TR II

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DORSEY WRGT DVLP (fund)

78 managers (79 13F filers) reported a position in PIZ shares at 2025-09-30, 6,973,281 shares in all. 16 filers opened a position and 8 filers sold out during the quarter.

Managers
78
13F filers
79
New
16
Added
29
Reduced
20
Sold out
8
Shares held by filers
6,973,281

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/MN1,942,415$92.6M0.02%+118,77813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY844,088$40.2M<0.01%+254,99113F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…547,941$26.3M0.04%-16,00613F-HRTimeline
LPL Financial LLC480,175$22.9M0.01%+334,02813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA394,610$18.8M<0.01%+22,41813F-HRTimelineGroup
Systelligence, LLC359,897$17.2M3.25%+118,46513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV313,396$14.9M1%+19,24413F-HRTimeline
UBS Group AGin group UBS Group AG275,788$13.1M<0.01%+2,31513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC261,861$12.5M<0.01%-39,05313F-HRTimelineGroup
Axiom Financial Strategies, LLC235,598$11.2M4.83%new13F-HRTimeline
NewSquare Capital LLC100,197$4.78M0.32%+4,16813F-HRTimeline
Del-Sette Capital Management, LLC80,375$3.83M2.38%+7,25613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC59,285$2.83M<0.01%+1,52713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP55,690$2.65M<0.01%+27,71813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC53,057$2.53M<0.01%+4,22113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.51,889$2.47M0.02%+17,94313F-HRTimelineGroup
CPC Advisors, LLC45,442$2.17M0.23%+7213F-HRTimeline
MML INVESTORS SERVICES, LLC44,733$2.13M0.01%+8,54913F-HRTimeline
LANARK FINANCIAL, INC.42,341$2.02M0.16%+42,10013F-HRTimeline
Prospera Financial Services Inc41,834$1.99M0.03%-4,21513F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC39,037$1.86M0.87%new13F-HRTimeline
Cambridge Investment Research Advisors,…38,177$1.82M<0.01%+18,40513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,089$1.77M<0.01%+27,47713F-HRTimelineGroup
Genesee Capital Advisors, LLC34,953$1.67M0.72%new13F-HRTimeline
Financial Management Professionals, Inc.33,490$1.6M0.17%-3,37213F-HRTimeline
Cetera Investment Advisers32,474$1.55M<0.01%+3,12113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO31,270$1.49M<0.01%-3,90213F-HR/ATimelineGroup
Blueprint Investment Partners LLCgroup of 2 filers holding31,151$1.49MnewTimeline
RiverTree Advisors, LLC28,038$1.34M0.86%new13F-HRTimeline
NewEdge Advisors, LLC26,147$1.25M0.01%+26,07713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,552$1.17M<0.01%-63013F-HR/ATimelineGroup
Cyndeo Wealth Partners, LLC23,081$1.1M0.06%-45413F-HRTimeline
Janney Montgomery Scott LLC22,092$1.05M<0.01%+3,07813F-HRTimeline
Trueblood Wealth Management, LLC20,204$963K0.38%+2413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,234$917K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,148$898K<0.01%+13,39713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC16,257$775K<0.01%-43613F-HRTimelineGroup
Monument Capital Management15,763$752K0.19%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,390$734K<0.01%013F-HRTimeline
MorganRosel Wealth Management, LLC14,479$690K0.18%-43413F-HRTimeline
Global Retirement Partners, LLC11,302$539K0.01%+3,01313F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT11,212$535K0.25%13F-HRTimeline
&PARTNERS10,640$507K<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC10,386$495K<0.01%new13F-HR/ATimeline
Advisory Services Network, LLC10,153$484K0.01%+1,29113F-HRTimeline
COMERICA BANK8,955$427K<0.01%+3,31913F-HRTimeline
Riggs Asset Managment Co. Inc.8,265$394K0.09%-20813F-HRTimeline
OneDigital Investment Advisors LLC8,245$393K<0.01%-12913F-HRTimeline
Private Advisory Group LLC8,228$392K0.03%-12,87013F-HRTimeline
CIBC WORLD MARKET INC.7,741$369K<0.01%-25013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,477$356K<0.01%+4,14013F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.7,132$340K0.17%new13F-HRTimeline
CWM, LLCin group CWM, LLC6,933$331K<0.01%-3,11013F-HRTimelineGroup
PFG Investments, LLC6,424$306K0.02%+71313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,345$302K<0.01%-62813F-HRTimeline
Ashton Thomas Private Wealth, LLC6,333$302K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…5,418$258K0.02%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,379$256K<0.01%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,138$245K<0.01%013F-HRTimelineGroup
Bensler, LLC4,845$231K0.02%new13F-HRTimeline
Gladstone Institutional Advisory LLC4,799$229K0.01%new13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV4,555$217K0.02%-4,55513F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,400$210K0.07%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,310$205K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…3,316$158K<0.01%+11013F-HRTimeline
Farther Finance Advisors, LLC3,258$155K<0.01%-35113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,717$81.9K<0.01%-1213F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,564$74.6K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL850$40.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC719$34.3K<0.01%-7413F-HRTimelineGroup
Glenmede Investment Management, LP476$22.7K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.470$22.4K<0.01%013F-HRTimeline
Key Financial Inc406$19.4K<0.01%013F-HRTimeline
AE Wealth Management LLC386$18.4K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…334$15.9K<0.01%-2,48013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC190$9.06K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc100$4.77K<0.01%013F-HR/ATimeline
Qube Research & Technologies Ltd91$4.34K<0.01%013F-HRTimeline