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Disclosery

PIZ INVESCO EXCH TRADED FD TR II

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DORSEY WRGT DVLP (fund)

102 managers (104 13F filers) reported a position in PIZ shares at 2026-03-31, 10,292,517 shares in all. 19 filers opened a position and 8 filers sold out during the quarter.

Managers
102
13F filers
104
New
19
Added
44
Reduced
29
Sold out
8
Shares held by filers
10,292,517

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/MN2,245,977$111M0.02%+243,08513F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,085,573$53.8M<0.01%+122,94713F-HRTimelineGroup
AFFINITY WEALTH MANAGEMENT LLC844,684$41.8M6.33%new13F-HRTimeline
LPL Financial LLC675,814$33.5M0.01%+55,70013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA612,716$30.3M0.01%+35,43913F-HRTimelineGroup
UBS Group AGin group UBS Group AG486,865$24.1M<0.01%+191,89413F-HRTimelineGroup
Axiom Financial Strategies, LLC399,835$19.8M6.97%+167,17113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC387,094$19.2M0.01%+122,08413F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV342,692$17M1.03%+1,56213F-HRTimeline
Systelligence, LLC335,145$16.6M3.23%-34,00413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…317,195$16M0.04%-220,17813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC283,135$14M<0.01%+74,19513F-HRTimelineGroup
NewSquare Capital LLC187,285$9.27M0.81%+122,97813F-HRTimeline
Cambridge Investment Research Advisors,…161,640$8M0.02%+117,98913F-HRTimeline
Cetera Investment Advisers146,141$7.24M0.01%+71,72713F-HRTimeline
LANARK FINANCIAL, INC.98,272$4.87M0.37%+56,04613F-HRTimeline
Prospera Financial Services Inc91,519$4.53M0.07%+50,89813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC84,813$4.2M<0.01%+78,92613F-HRTimelineGroup
Del-Sette Capital Management, LLC75,410$3.73M2.23%-5,58113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP77,480$3.7M<0.01%+31,94013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC65,861$3.26M<0.01%+3,38713F-HRTimeline
REDSTONE WEALTH MANAGEMENT, LLC64,576$3.2M2.55%new13F-HRTimeline
Wagner Wealth Management, Corp61,442$3.04M2.73%+5,99213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP61,308$3.04M<0.01%-2,44413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC57,853$2.86M0.01%+4,02013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.57,196$2.8M0.02%+2,99313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP54,280$2.69M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding48,721$2.41M+46,739Timeline
HighTower Advisors, LLC41,116$2.04M<0.01%new13F-HRTimeline
&PARTNERS41,110$2.04M0.01%+99413F-HRTimeline
Private Advisory Group LLC38,985$1.93M0.13%+30,11013F-HRTimeline
Greenline Wealth Management LLC36,734$1.82M2.1%+3,59113F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding36,704$1.82M+2,917Timeline
Genesee Capital Advisors, LLC34,317$1.7M0.71%-2,50713F-HRTimeline
PFG Advisors33,477$1.66M0.08%+1,85213F-HRTimeline
NewEdge Advisors, LLC33,128$1.64M0.01%+3,96913F-HR/ATimeline
Sanctuary Advisors, LLC25,055$1.24M0.01%+8,33913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,539$1.22M<0.01%-19,23913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC22,936$1.14M0.03%+13213F-HRTimelineGroup
Cyndeo Wealth Partners, LLC20,912$1.04M0.05%-1,63113F-HRTimeline
RiverTree Advisors, LLC20,871$1.03M0.65%-6,52713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,766$1.03M<0.01%-3,57213F-HRTimelineGroup
Trueblood Wealth Management, LLC19,502$966K0.38%-1,08513F-HRTimeline
Formidable Asset Management, LLC19,100$936K0.14%+10,93513F-HRTimeline
PFG Investments, LLC18,443$913K0.04%+11,92613F-HRTimeline
Independent Advisor Alliance17,014$843K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO17,753$842K<0.01%-14,10213F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC16,127$799K<0.01%-69213F-HRTimelineGroup
Advisory Services Network, LLC15,210$753K0.01%+1,13813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,114$748K<0.01%-114,52013F-HRTimelineGroup
STEINBERGANNA WEALTH MANAGEMENT14,115$699K0.34%+3,37313F-HRTimeline
PETRA FINANCIAL ADVISORS INC13,757$681K0.42%new13F-HRTimeline
Quantinno Capital Management LP13,279$658K<0.01%+1,92513F-HRTimeline
Geneos Wealth Management Inc.12,896$639K0.01%+9,00113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…10,382$514K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…10,295$510K<0.01%+6,75713F-HRTimeline
Farther Finance Advisors, LLC8,746$447K<0.01%+5,48813F-HRTimeline
Monument Capital Management8,855$439K0.11%013F-HRTimeline
CWM, LLCin group CWM, LLC8,248$408K<0.01%-25813F-HRTimelineGroup
OneDigital Investment Advisors LLC8,245$408K<0.01%013F-HRTimeline
Heirloom Wealth Management8,197$406K0.07%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,994$396K<0.01%-48813F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.7,730$383K0.2%+3113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC7,676$380K<0.01%-4,58313F-HR/ATimelineGroup
Nicholson Wealth Management Group, LLC7,652$379K0.22%new13F-HRTimeline
GTS SECURITIES LLC7,492$371K0.01%-28,81713F-HRTimeline
CIBC WORLD MARKET INC.7,271$360K<0.01%-17013F-HRTimeline
Stelac Advisory Services LLC7,250$359K0.07%new13F-HRTimeline
Riggs Asset Managment Co. Inc.7,057$349K0.07%-1,20813F-HRTimeline
Bensler, LLC6,795$337K0.03%+1,29313F-HRTimeline
Gladstone Institutional Advisory LLC6,583$326K0.01%+30013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV6,573$325K<0.01%-10013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV6,558$325K0.03%+1,63113F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC6,479$321K0.14%-34,41913F-HRTimeline
MorganRosel Wealth Management, LLC6,381$316K0.12%-8,27713F-HRTimeline
Atria Investments, Inc6,092$302K<0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,864$290K0.02%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC5,773$286K0.06%+20013F-HRTimeline
Darden Wealth Group Inc5,509$273K0.14%new13F-HRTimeline
Capital Investment Advisory Services, L…5,325$264K0.02%-9313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC5,214$258K<0.01%-16513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,176$256K<0.01%+1813F-HRTimelineGroup
WILLNER & HELLER, LLC5,120$254K0.19%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC4,950$245K0.07%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,679$83.1K<0.01%-5,79813F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,637$81.1K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.1,564$77.5K0.03%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,306$64.7K0.01%-68113F-HRTimeline
Arax Advisory Partners1,147$56.8K<0.01%-1,56513F-HRTimeline
FMR LLCin group FMR LLC741$36.7K<0.01%-7313F-HRTimelineGroup
BLAIR WILLIAM & CO/IL600$29.7K<0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA476$23.6K<0.01%013F-HRTimelineGroup
Key Financial Inc406$20.1K<0.01%013F-HRTimeline
AE Wealth Management LLC367$18.2K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…294$15K<0.01%013F-HRTimeline
Caldwell Trust Co250$12.4K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC168$8.32K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd88$4.36K<0.01%-313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…56$2.78K<0.01%new13F-HRTimelineGroup
Realta Investment Advisors40$1.98K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.20$994<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…10$495<0.01%new13F-HRTimelineGroup