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Disclosery

PUI INVESCO EXCHANGE TRADED FD T

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ETF (fund)

44 managers (44 13F filers) reported a position in PUI shares at 2026-06-30, 899,869 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
44
13F filers
44
New
8
Added
14
Reduced
8
Sold out
5
Shares held by filers
899,869

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
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…267,604$12.7M1.08%+267,06213F-HRTimelineGroup
Janney Montgomery Scott LLC135,302$6.43M0.01%new13F-HRTimeline
LPL Financial LLC117,452$5.59M<0.01%+5,96413F-HRTimeline
ROI Financial Advisors, LLC48,939$2.33M1.2%+4,19513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP42,181$2.03M<0.01%+6,20213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY41,735$1.98M<0.01%+51213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,742$1.8M<0.01%+32,11113F-HRTimelineGroup
AlphaCore Capital LLC24,536$1.17M0.02%new13F-HRTimeline
Capital Advisors, Ltd. LLC15,547$739K0.07%013F-HRTimeline
Advisory Services Network, LLC14,845$706K0.01%new13F-HRTimeline
Cambridge Investment Research Advisors,…14,025$667K<0.01%+8,43913F-HR/ATimeline
Trek Financial, LLC12,653$602K0.03%013F-HRTimeline
NWF Advisory Services Inc.12,435$591K0.06%+3,02813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,628$553K<0.01%+78613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,610$505K<0.01%new13F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…8,647$411K0.02%-8,70713F-HRTimelineGroup
Farther Finance Advisors, LLC8,246$392K<0.01%-1513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,186$342K<0.01%+2,47213F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.7,100$338K0.01%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,824$325K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG5,777$275K<0.01%-28713F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,677$270K0.01%new13F-HRTimelineGroup
Cetera Investment Advisers5,323$253K<0.01%-24613F-HRTimeline
Private Advisor Group, LLC5,218$248K<0.01%-62013F-HRTimeline
Integrated Wealth Concepts LLC5,076$241K<0.01%new13F-HRTimeline
Western Wealth Management, LLC4,833$230K0.01%-2,49213F-HRTimeline
WESTBOURNE INVESTMENTS, INC.4,485$213K0.09%013F-HRTimeline
Global Retirement Partners, LLC3,509$167K<0.01%13F-HRTimeline
Parallel Advisors, LLC3,280$156K<0.01%+15013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,141$149K<0.01%-12,70113F-HRTimelineGroup
Arax Advisory Partners1,500$71.3K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,377$65.5K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,120$53.7K<0.01%+1,06713F-HRTimelineGroup
Sterling Capital Management LLC1,100$52.3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC831$39.5K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC628$29.9K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…506$24.1K<0.01%+213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…390$18.3K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC360$17.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC180$8.56K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC145$6.87K<0.01%+113F-HRTimeline
Archer Investment Corp125$5.94K<0.01%013F-HR/ATimeline
NewEdge Advisors, LLC51$2.42K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$12<0.01%-30513F-HRTimelineGroupAmount filed as zero, left out of ratios.