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Disclosery

PUI INVESCO EXCHANGE TRADED FD T

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ETF (fund)

36 managers (36 13F filers) reported a position in PUI shares at 2024-12-31, 584,868 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
36
13F filers
36
New
5
Added
10
Reduced
12
Sold out
3
Shares held by filers
584,868

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
LPL Financial LLC233,644$9.04M<0.01%-78,85513F-HRTimeline
Independent Advisor Alliance51,689$2M0.03%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY44,092$1.71M<0.01%-1,95913F-HR/ATimelineGroup
ROI Financial Advisors, LLC43,237$1.67M1.14%-17013F-HRTimeline
Blue Capital, Inc.34,032$1.32M0.93%13F-HRTimeline
Financial Management Professionals, Inc.28,474$1.1M0.14%new13F-HRTimeline
UBS Group AGin group UBS Group AG17,740$686K<0.01%+8,35513F-HRTimelineGroup
Capital Advisors, Ltd. LLC17,626$682K0.09%-7913F-HRTimeline
Trek Financial, LLC16,973$657K0.05%+2213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,981$464K<0.01%-12713F-HRTimelineGroup
Private Advisor Group, LLC8,651$335K<0.01%+3,24813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,461$327K<0.01%+13613F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.8,210$318K0.02%+1,11013F-HR/ATimelineGroup
SignalPoint Asset Management, LLC8,186$317K0.08%-2413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,049$311K<0.01%-40,94713F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…7,575$293K0.01%+3413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,212$240K<0.01%-26113F-HRTimeline
Cambridge Investment Research Advisors,…6,065$235K<0.01%-6813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,230$202K<0.01%-18,43313F-HRTimelineGroup
WESTBOURNE INVESTMENTS, INC.5,185$201K0.12%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,241$125K<0.01%+42913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,526$97.7K<0.01%+8613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,847$71.5K<0.01%-6113F-HR/ATimelineGroup
Global Retirement Partners, LLC1,509$58.4K<0.01%new13F-HRTimeline
Sterling Capital Management LLC1,100$42.6K<0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC715$27.6K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…700$27.1K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.593$23K<0.01%-12,68313F-HRTimeline
Capital Investment Advisory Services, L…490$19K<0.01%+213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…264$11K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC140$5.41K<0.01%+113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO132$5.11K<0.01%new13F-HRTimelineGroup
Archer Investment Corp125$4.84K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC91$3.53K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC83$3.23K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.