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Disclosery

PUI INVESCO EXCHANGE TRADED FD T

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ETF (fund)

40 managers (40 13F filers) reported a position in PUI shares at 2025-06-30, 908,751 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
40
13F filers
40
New
8
Added
11
Reduced
13
Sold out
3
Shares held by filers
908,751

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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…330,002$13.8M1.3%+329,73813F-HRTimelineGroup
Janney Montgomery Scott LLC113,992$4.77M0.01%new13F-HRTimeline
LPL Financial LLC94,280$3.94M<0.01%+5,64813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED59,181$2.48M0.21%new13F-HRTimeline
ROI Financial Advisors, LLC45,084$1.89M1.2%+1,29713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY43,489$1.82M<0.01%-27,34013F-HRTimelineGroup
Cambridge Investment Research Advisors,…41,986$1.76M0.01%+36,58513F-HRTimeline
SPC Financial, Inc.23,756$994K0.08%new13F-HRTimeline
Capital Advisors, Ltd. LLC15,547$650K0.08%-2,07913F-HRTimeline
Trek Financial, LLC12,653$529K0.04%-4,34713F-HRTimeline
Financial Management Professionals, Inc.12,296$514K0.06%-2,79513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,048$462K<0.01%-85013F-HRTimelineGroup
Advisory Services Network, LLC8,969$398K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA9,466$396K<0.01%+7,16813F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,157$381K<0.01%-1513F-HRTimelineGroup
UBS Group AGin group UBS Group AG8,460$354K<0.01%-17,63713F-HRTimelineGroup
Farther Finance Advisors, LLC8,186$342K0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,100$297K0.01%-1,33013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC6,930$290K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,901$289K<0.01%+1,22713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,123$256K<0.01%-10413F-HRTimeline
Private Advisor Group, LLC5,496$230K<0.01%+34313F-HRTimeline
WESTBOURNE INVESTMENTS, INC.5,185$217K0.12%013F-HRTimeline
Advisors Capital Management, LLC5,050$211K<0.01%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,126$173K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,475$145K0.01%-4,12213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,767$116K<0.01%+50013F-HRTimelineGroup
Global Retirement Partners, LLC2,509$105K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA1,377$57.6K0.01%013F-HRTimeline
Sterling Capital Management LLC1,100$46K<0.01%013F-HR/ATimeline
FMR LLCin group FMR LLC852$35.7K<0.01%-113F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC628$26.3K0.01%-8713F-HRTimeline
Sunbelt Securities, Inc.593$22.9K<0.01%+29613F-HRTimeline
Capital Investment Advisory Services, L…496$20.8K<0.01%+313F-HRTimeline
GPS Wealth Strategies Group, LLC142$5.93K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC142$5.92K<0.01%+113F-HRTimeline
Archer Investment Corp125$5.23K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53$2.22K<0.01%-7113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29$1.21K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.