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Disclosery

PJP INVESCO EXCHANGE TRADED FD T

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PHARMACEUTICALS (fund)

96 managers (97 13F filers) reported a position in PJP shares at 2025-03-31, 689,180 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
96
13F filers
97
New
11
Added
19
Reduced
29
Sold out
6
Shares held by filers
689,180

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
Peak Asset Management, LLC132,817$11.5M2.19%+85013F-HRTimeline
LPL Financial LLC49,139$4.26M<0.01%+24413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY46,057$3.99M<0.01%-60,93113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/43,072$3.73M<0.01%-2,75313F-HRTimelineGroup
UBS Group AGin group UBS Group AG36,188$3.13M<0.01%-4,73413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…27,892$2.42M0.01%+1,64513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN27,141$2.35M<0.01%-51813F-HRTimelineGroup
MGB Wealth Management, LLC21,142$1.83M0.66%-83413F-HRTimeline
Joseph Group Capital Management19,335$1.67M0.64%+1,93813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC19,241$1.67M0.47%-11413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,507$1.6M<0.01%-21413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC17,252$1.49M<0.01%-12413F-HRTimeline
Institute for Wealth Management, LLC.12,868$1.11M0.14%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,752$1.11M<0.01%+7,54813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,644$1.01M<0.01%-5,53913F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,511$910K<0.01%+1,79113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC10,306$893K<0.01%-1,10913F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,688$839K<0.01%-10413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,705$754K<0.01%-41,26013F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding8,308$720K+2,401Timeline
GWN SECURITIES INC.9,245$719K0.04%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,997$693K<0.01%-36713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,968$691K<0.01%-4,12213F-HRTimelineGroup
Cetera Investment Advisers6,240$541K<0.01%+70213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC5,944$515K0.03%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP4,800$416K<0.01%new13F-HRTimelineGroup
Element Wealth, LLC4,457$386K0.21%-11313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,447$385K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…4,401$381K0.03%-1113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,301$373K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC4,130$358K0.01%013F-HRTimeline
Diversified Enterprises, LLC4,057$351K0.03%+213F-HRTimeline
Geneos Wealth Management Inc.4,011$347K0.01%+2,62413F-HRTimeline
Stonebridge Financial Planning Group, L…3,782$328K0.15%-14813F-HRTimeline
Obermeyer Wealth Partners3,700$320K0.02%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,492$302K0.01%-79613F-HRTimeline
Nicholas Hoffman & Company, LLC.3,475$301K0.01%013F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
&PARTNERS3,559$300K<0.01%-15713F-HRTimeline
MEANS INVESTMENT CO., INC.3,267$283K0.03%-6713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,256$282K<0.01%-33813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,254$282K<0.01%+213F-HRTimelineGroup
Apexium Financial, LP3,146$272K0.02%013F-HRTimeline
J.W. COLE ADVISORS, INC.2,916$253K0.01%new13F-HRTimeline
Creative Planningin group Creative Planning2,758$239K<0.01%+113F-HRTimelineGroup
HighTower Advisors, LLC2,710$235K<0.01%+313F-HRTimeline
Pacific Sun Financial Corp2,600$225K0.13%-14013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,610$220K<0.01%+43413F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS2,534$219K<0.01%-23113F-HRTimeline
Allworth Financial LP2,738$217K<0.01%+3713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,450$212K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC2,362$204K0.04%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,306$200K0.01%-1,09413F-HRTimelineGroup
FMR LLCin group FMR LLC1,920$166K<0.01%+95513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,200$166K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,575$136K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…1,141$98.8K<0.01%+21613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,025$88.8K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC1,000$86.6K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.979$84.8K<0.01%-7613F-HRTimeline
N.E.W. Advisory Services LLC868$75.2K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management865$75K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/619$53.6K<0.01%-42513F-HRTimelineGroup
North Star Investment Management Corp.600$52K<0.01%013F-HRTimeline
AE Wealth Management LLC590$51.1K<0.01%-3513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC574$49.7K<0.01%013F-HRTimeline
GAMMA Investing LLC428$37.1K<0.01%-6313F-HR/ATimeline
Financial Freedom, LLC383$33.2K0.02%+113F-HRTimeline
IFP Advisors, Inc335$29K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…250$21.7K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC203$17.6K<0.01%+113F-HRTimeline
MAI Capital Management198$17.1K<0.01%013F-HRTimeline
COMERICA BANK190$16.5K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/148$13K0.01%-33913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC150$13K<0.01%013F-HRTimeline
Rossby Financial, LCC161$12.9K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC140$11.6K<0.01%013F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC133$11K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp115$9.96K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT101$8.75K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC100$8.66K<0.01%013F-HRTimeline
Crews Bank & Trust100$8.66K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/71$6.14K<0.01%+4713F-HRTimelineGroup
CWM, LLCin group CWM, LLC67$6K<0.01%new13F-HRTimelineGroup
FSA Wealth Management LLC62$5.36K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL60$5.2K<0.01%013F-HRTimeline
Bank & Trust Co60$5.2K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC60$4.96K<0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC55$4.76K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd55$4.76K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC31$2.69K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN25$2.17K<0.01%013F-HRTimeline
WHITTIER TRUST CO19$1.65K<0.01%013F-HRTimeline
Sandy Spring Bank17$1.49K<0.01%013F-HRTimeline
Parallel Advisors, LLC16$1.41K<0.01%013F-HRTimeline
Asset Dedication, LLC13$1.13K<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.