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Disclosery

PJP INVESCO EXCHANGE TRADED FD T

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PHARMACEUTICALS (fund)

94 managers (94 13F filers) reported a position in PJP shares at 2024-12-31, 777,045 shares in all. 7 filers opened a position and 12 filers sold out during the quarter.

Managers
94
13F filers
94
New
7
Added
18
Reduced
24
Sold out
12
Shares held by filers
777,045

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
Peak Asset Management, LLC131,967$10.9M2.02%-18213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY106,988$8.84M<0.01%+52,37713F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC49,965$4.13M<0.01%+31,95413F-HRTimelineGroup
LPL Financial LLC48,895$4.04M<0.01%-3,20213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/45,825$3.79M<0.01%+2,33613F-HRTimelineGroup
UBS Group AGin group UBS Group AG40,922$3.38M<0.01%+5,58713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN27,659$2.29M<0.01%-14013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…26,247$2.17M0.01%-5,37613F-HRTimeline
MGB Wealth Management, LLC21,976$1.82M0.56%+2,34513F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC19,355$1.6M0.43%-18813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,721$1.55M<0.01%-2,33213F-HRTimelineGroup
Joseph Group Capital Management17,397$1.44M0.57%+2,31713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,376$1.44M<0.01%-9213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,183$1.42M<0.01%+9,17713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,204$1.1M<0.01%-7,90413F-HRTimelineGroup
Institute for Wealth Management, LLC.12,868$1.06M0.13%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,090$999K<0.01%+8,09813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,415$943K<0.01%13F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…9,792$809K<0.01%-28,05313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,720$720K<0.01%-2,49913F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,364$691K<0.01%+63513F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC5,944$491K0.03%-2,65913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,907$488K<0.01%new13F-HR/ATimelineGroup
Cetera Investment Advisers5,538$458K<0.01%-74313F-HRTimeline
Commonwealth Retirement Investments LLC4,849$401K0.16%new13F-HRTimeline
Element Wealth, LLC4,570$378K0.2%-83913F-HRTimeline
Capital Investment Advisory Services, L…4,412$365K0.04%+1013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,301$355K<0.01%+25513F-HRTimelineGroup
GRIMES & Co WEALTH MANAGEMENT, LLC4,288$354K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,130$341K0.01%013F-HRTimeline
Diversified Enterprises, LLC4,055$335K0.03%+213F-HRTimeline
Stonebridge Financial Planning Group, L…3,930$325K0.15%-6013F-HRTimeline
&PARTNERS3,716$310K<0.01%-713F-HRTimeline
Obermeyer Wealth Partners3,700$306K0.02%new13F-HRTimeline
Kraft, Davis & Associates, LLC3,497$302K0.09%-16113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,594$297K<0.01%-2,42413F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.3,475$287K0.01%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,400$281K0.01%-3,64113F-HRTimelineGroup
MEANS INVESTMENT CO., INC.3,334$275K0.03%+613F-HRTimeline
Mariner, LLCin group Mariner, LLC3,252$269K<0.01%+313F-HRTimelineGroup
Apexium Financial, LP3,146$260K0.02%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS2,765$228K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning2,757$228K<0.01%-24913F-HRTimelineGroup
Pacific Sun Financial Corp2,740$226K0.12%-41513F-HRTimeline
Allworth Financial LP2,701$226K<0.01%-46613F-HRTimeline
HighTower Advisors, LLC2,707$224K<0.01%+313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,450$202K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,200$184K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,176$180K<0.01%+1,44013F-HRTimelineGroup
Geneos Wealth Management Inc.1,387$115K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,055$87.2K<0.01%-11413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,044$86.3K<0.01%+34213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,025$84.7K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC1,000$82.6K0.06%13F-HRTimeline
FMR LLCin group FMR LLC965$79.8K<0.01%-9213F-HRTimelineGroup
Steward Partners Investment Advisory, L…925$76.4K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management865$71.5K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC625$51.7K<0.01%new13F-HRTimeline
North Star Investment Management Corp.600$49.6K<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC574$47.4K<0.01%013F-HRTimeline
GAMMA Investing LLC491$40.6K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/487$40K0.02%-18413F-HRTimeline
Financial Freedom, LLC382$31.6K0.02%+113F-HRTimeline
IFP Advisors, Inc335$27.7K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…250$20.7K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC202$16.7K<0.01%013F-HRTimeline
WR Wealth Planners, LLC200$16.5K0.01%013F-HRTimeline
MAI Capital Management198$16.4K<0.01%new13F-HRTimeline
COMERICA BANK190$15.7K<0.01%013F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\165$13.6K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC150$12.4K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC150$12.4K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC133$12K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC140$11.6K<0.01%013F-HRTimelineGroup
Decker Retirement Planning Inc.125$10.3K0.01%13F-HRTimeline
Murphy & Mullick Capital Management Corp115$9.5K0.01%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT101$8.35K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC100$8.26K<0.01%013F-HRTimeline
Crews Bank & Trust100$8.26K<0.01%13F-HRTimeline
FSA Wealth Management LLC62$5.09K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC60$4.96K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL60$4.96K<0.01%013F-HRTimeline
Bank & Trust Co60$4.96K<0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC55$4.54K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd55$4.54K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN25$2.07K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24$1.98K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC21$1.74K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO19$1.57K<0.01%013F-HRTimeline
Sandy Spring Bank17$1.42K<0.01%013F-HRTimeline
Parallel Advisors, LLC16$1.34K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC16$1.32K<0.01%013F-HRTimeline
Asset Dedication, LLC13$1.07K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.