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Disclosery

PTH INVESCO EXCHANGE TRADED FD T

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ETF (fund)

67 managers (67 13F filers) reported a position in PTH shares at 2026-06-30, 884,630 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
67
13F filers
67
New
10
Added
10
Reduced
22
Sold out
5
Shares held by filers
884,630

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY136,548$8.16M<0.01%-4,49613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/110,763$6.62M<0.01%-2,94713F-HRTimelineGroup
LPL Financial LLC76,823$4.59M<0.01%-7,25913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70,834$4.23M<0.01%+11,59713F-HRTimelineGroup
SFI Advisors, LLC56,283$3.36M2.9%-1,70813F-HRTimeline
Cambridge Investment Research Advisors,…50,198$3M0.01%-3,52813F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN40,024$2.39M<0.01%+1,11113F-HRTimelineGroup
IHT Wealth Management, LLC38,371$2.29M0.05%-19,51613F-HRTimeline
WealthBridge Capital Management, LLC36,956$2.21M0.44%new13F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC32,917$1.97M0.77%-75813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC25,947$1.55M<0.01%+79913F-HRTimelineGroup
Farther Finance Advisors, LLC24,668$1.47M0.01%-13613F-HRTimeline
UBS Group AGin group UBS Group AG23,580$1.41M<0.01%-3,06613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC16,435$982K<0.01%-31413F-HRTimeline
Steward Partners Investment Advisory, L…10,700$639K<0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,303$616K<0.01%-4,41613F-HRTimelineGroup
PFG Advisors9,492$567K0.03%+413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,614$515K<0.01%-80713F-HRTimelineGroup
Cetera Investment Advisers7,051$421K<0.01%+79913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,699$400K<0.01%+92813F-HRTimelineGroup
Fortune Financial Group, Inc.6,647$397K0.31%-78813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,500$388K<0.01%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS6,004$359K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC5,903$353K<0.01%-31713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,905$343K<0.01%+22113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,542$331K<0.01%+1,26413F-HRTimelineGroup
Atlas Legacy Advisors, LLC5,964$327K0.05%-38713F-HRTimeline
Prosperity Consulting Group, LLC5,287$316K0.01%-36013F-HRTimeline
EP Wealth Advisors, LLC4,422$264K<0.01%013F-HRTimeline
Concentrum Wealth Management4,033$241K0.06%-25513F-HRTimeline
OneDigital Investment Advisors LLC3,785$226K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,636$217K<0.01%new13F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC3,545$212K0.06%new13F-HRTimeline
HighTower Advisors, LLC3,371$201K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.1,956$117K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,425$85.2K<0.01%013F-HRTimelineGroup
Sankala Group LLC1,391$84.4K0.06%-13613F-HRTimeline
FMR LLCin group FMR LLC1,342$80.2K<0.01%+26313F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC1,212$72.4K0.03%013F-HRTimeline
Aptus Capital Advisors, LLC1,200$71.7K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,154$68.8K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO960$57.4K<0.01%new13F-HRTimelineGroup
Godfrey Financial Associates, Inc.900$53.8K0.04%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/900$53.6K<0.01%013F-HRTimelineGroup
Realta Investment Advisors770$46K0.01%new13F-HRTimeline
Parallel Advisors, LLC750$44.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC720$43K<0.01%13F-HRTimeline
NewEdge Advisors, LLC664$39.7K<0.01%-32,93313F-HRTimeline
HARBOUR INVESTMENTS, INC.618$36.9K<0.01%+24313F-HRTimeline
Allworth Financial LP615$36.8K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/602$36K<0.01%-18013F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS408$24.4K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC405$24.2K<0.01%013F-HRTimeline
Coston, McIsaac & Partners401$23K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC374$22.4K0.01%013F-HRTimeline
Armor Investment Advisors, LLC330$19.7K0.01%-24913F-HRTimeline
Capital Investment Advisory Services, L…300$17.9K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC299$17.9K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…225$13.5K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT195$11.7K<0.01%013F-HRTimeline
Westside Investment Management, Inc.150$8.96K<0.01%013F-HRTimeline
AE Wealth Management LLC138$8.25K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.135$8.07K<0.01%new13F-HRTimeline
Key Financial Inc120$7.17K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC114$6.81K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV75$4.48K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd32$1.91K<0.01%-5013F-HRTimeline