Skip to content
Disclosery

PNQI INVESCO EXCHANGE TRADED FD T

Follow

CMN (fund)

132 managers (132 13F filers) reported a position in PNQI shares at 2025-03-31, 7,488,429 shares in all. 15 filers opened a position and 11 filers sold out during the quarter.

Managers
132
13F filers
132
New
15
Added
25
Reduced
43
Sold out
11
Shares held by filers
7,488,429

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
Fisher Asset Management, LLC1,901,882$83.9M0.04%-105,89113F-HRTimeline
UBS Group AGin group UBS Group AG727,441$32.1M0.01%-811,05913F-HRTimelineGroup
HighTower Advisors, LLC650,661$28.7M0.04%+66,86313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY592,674$26.2M<0.01%-3,62913F-HRTimelineGroup
LPL Financial LLC464,465$20.5M0.01%+12,24413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/389,940$17.2M<0.01%-297,88013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA245,402$10.8M<0.01%+23,14913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN242,247$10.7M<0.01%+6,65013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC230,073$10.2M<0.01%013F-HR/ATimelineGroup
GWN SECURITIES INC.195,103$9.64M0.54%+188,57413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC164,180$7.25M<0.01%-4,48213F-HRTimelineGroup
GeoWealth Management, LLC96,503$4.26M0.17%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP93,176$4.11M<0.01%+48,28413F-HRTimelineGroup
PFG Advisors76,843$3.39M0.19%+21,67013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP73,625$3.25M0.01%-15913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.66,873$2.95M0.01%+8,84513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC51,555$2.27M0.01%-42113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$2.21M<0.01%new13F-HRTimelineGroup
Pacific Sun Financial Corp48,950$2.16M1.23%-90013F-HRTimeline
Parallel Advisors, LLC46,195$2.04M0.05%-46,58013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC44,454$1.96M0.01%-97013F-HRTimelineGroup
Santori & Peters, Inc.40,842$1.8M0.73%-20113F-HRTimeline
Cambridge Investment Research Advisors,…37,222$1.64M0.01%-1,59413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC35,149$1.55M<0.01%-25,57413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,178$1.51M<0.01%+6,37113F-HRTimelineGroup
Private Advisor Group, LLC33,463$1.48M0.01%-60413F-HRTimeline
Sanctuary Advisors, LLC33,294$1.47M0.01%-30013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC30,298$1.34M<0.01%+1,51713F-HRTimeline
Nilsine Partners, LLC29,387$1.3M0.14%-6,86513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,498$1.13M<0.01%new13F-HRTimelineGroup
Texas Yale Capital Corp.25,150$1.11M0.05%013F-HRTimeline
David J Yvars Group25,014$1.1M0.87%-6513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.24,302$1.07M0.01%-3,94713F-HRTimeline
Joseph P. Lucia & Associates, LLC22,968$1.01M0.46%013F-HRTimeline
Merit Financial Group, LLC22,835$1.01M0.02%013F-HRTimeline
FourThought Financial Partners, LLC22,460$991K0.1%013F-HRTimeline
Cetera Investment Advisers21,877$965K<0.01%+47313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,779$964K<0.01%+2,56813F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC20,819$919K<0.01%-13513F-HRTimelineGroup
SeaCrest Wealth Management, LLC20,651$911K0.1%-2,26713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC20,565$908K0.09%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,188$803K<0.01%-12613F-HRTimelineGroup
Sowell Financial Services LLC17,175$758K0.03%+50013F-HRTimeline
J.W. COLE ADVISORS, INC.17,169$758K0.02%+1,80013F-HRTimeline
FMR LLCin group FMR LLC16,183$714K<0.01%-3,79013F-HRTimelineGroup
Carr Financial Group Corp16,105$711K0.23%+42513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\15,986$705K<0.01%-3413F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC15,840$699K0.01%+2913F-HRTimelineGroup
COMERICA BANK15,351$677K<0.01%-2,63413F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP15,133$668K<0.01%+7,43113F-HRTimelineGroup
Kovack Advisors, Inc.13,840$611K0.06%+1,15113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,551$598K<0.01%-3313F-HRTimeline
CIBC WORLD MARKET INC.13,545$598K<0.01%+90013F-HRTimeline
Onyx Bridge Wealth Group LLC12,936$571K0.08%-20313F-HRTimeline
Austin Wealth Management, LLC12,049$533K0.11%-90713F-HRTimeline
Creative Planningin group Creative Planning11,350$501K<0.01%-2713F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC10,234$452K0.02%-11313F-HRTimeline
Hennion & Walsh Asset Management, Inc.10,200$450K0.02%-32513F-HRTimeline
BLAIR WILLIAM & CO/IL10,045$443K<0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC9,895$437K<0.01%new13F-HRTimelineGroup
RDA Financial Network9,760$431K0.13%013F-HRTimeline
Ironwood Investment Counsel, LLC9,721$429K0.07%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,410$415K<0.01%013F-HRTimelineGroup
Prospera Financial Services Inc9,141$403K0.01%+1,77813F-HRTimeline
Hirtle & Co., LLC8,600$380K0.01%013F-HRTimeline
WJ Wealth Management, LLC8,500$375K0.13%-90013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,499$375K0.01%+5,19613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,417$371K<0.01%new13F-HR/ATimelineGroup
Western Financial Corp/CA8,350$368K0.21%013F-HRTimeline
Millennium Capital Advisors, LLC8,300$366K0.27%-1,00013F-HRTimeline
MinichMacGregor Wealth Management, LLC7,882$348K0.08%-76913F-HRTimeline
Perigon Wealth Management, LLC7,760$342K0.01%-9013F-HRTimeline
Wealthspire Advisors, LLC7,680$339K<0.01%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC7,660$338K0.07%013F-HRTimeline
PFG Investments, LLC7,624$336K0.02%-24713F-HRTimeline
BRIGHTON JONES LLC7,149$315K0.01%new13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC6,986$308K0.15%-34813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…6,717$296K<0.01%-17513F-HRTimelineGroup
Global Financial Private Client, LLC6,690$295K0.11%013F-HRTimeline
WMG Financial Advisors, LLC5,474$242K0.1%+1,17213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,241$231K<0.01%-5,23813F-HRTimelineGroup
KKM Financial LLC5,209$230K0.1%-1,99113F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…4,910$217K0.02%013F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM4,600$203K0.03%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors4,256$188K0.03%013F-HRTimelineGroup
Robbins Farley4,165$184K0.1%-21613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,050$135K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,595$115K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,200$97.1K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC2,125$93.8K<0.01%-4,35013F-HRTimeline
Atlantic Private Wealth, LLC2,000$88.3K0.07%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,850$81.6K<0.01%013F-HRTimelineGroup
Sandy Spring Bank1,500$66.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,470$64.9K<0.01%013F-HRTimeline
AE Wealth Management LLC1,458$64.3K<0.01%+913F-HRTimeline
GW&K Investment Management, LLC1,375$61K<0.01%013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…1,283$56.8K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.1,140$50.3K0.01%013F-HRTimeline
Sunbelt Securities, Inc.1,100$48.5K<0.01%013F-HRTimeline
Financial Freedom, LLC1,100$48.5K0.03%013F-HRTimeline
Allworth Financial LP1,000$44.3K<0.01%013F-HRTimeline
Painted Porch Advisors LLC1,000$44.1K0.02%new13F-HRTimeline
MAI Capital Management988$43.6K<0.01%+54813F-HRTimeline
Hemington Wealth Management866$38K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC821$36.2K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC667$29.4K<0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …650$28.7K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC574$26.8K<0.01%013F-HRTimelineGroup
SVB WEALTH LLC500$22.1K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC442$19.5K<0.01%013F-HR/ATimeline
Farther Finance Advisors, LLC410$18.2K<0.01%+29513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.279$10.9K<0.01%-22113F-HRTimelineGroup
Central Pacific Bank - Trust Division240$10.6K<0.01%013F-HRTimeline
Beacon Capital Management, LLC230$10.2K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC220$9.71K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC200$8.83K0.01%013F-HRTimeline
Goodman Advisory Group, LLC174$7.68K<0.01%new13F-HR/ATimeline
EVERMAY WEALTH MANAGEMENT LLC160$7.06K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.160$7.06K<0.01%013F-HRTimeline
WHITTIER TRUST CO155$6.84K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA141$6.22K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC126$6K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd130$5.74K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV95$4.19K<0.01%013F-HRTimeline
Founders Capital Management95$4.19K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…93$4.13K<0.01%013F-HRTimelineGroup
Abound Wealth Management92$4.06K<0.01%new13F-HRTimeline
Asset Dedication, LLC90$3.97K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC54$2.38K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC32$1.41K<0.01%-2213F-HRTimeline
Sound Income Strategies, LLC30$1.32K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.