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Disclosery

PUI INVESCO EXCHANGE TRADED FD T

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ETF (fund)

37 managers (37 13F filers) reported a position in PUI shares at 2025-09-30, 377,583 shares in all. 7 filers opened a position and 9 filers sold out during the quarter.

Managers
37
13F filers
37
New
7
Added
10
Reduced
9
Sold out
9
Shares held by filers
377,583

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
LPL Financial LLC100,341$4.61M<0.01%+6,06113F-HRTimeline
ROI Financial Advisors, LLC42,701$1.96M1.17%-2,38313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY41,677$1.91M<0.01%-1,81213F-HR/ATimelineGroup
IMC-Chicago, LLC24,333$1.12M0.02%new13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…16,075$738K0.05%new13F-HRTimelineGroup
Capital Advisors, Ltd. LLC15,547$714K0.08%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,699$624K<0.01%+4,54213F-HRTimelineGroup
Trek Financial, LLC12,653$581K0.03%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,049$507K<0.01%+113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,418$478K<0.01%+95213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,577$440K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC8,186$376K0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,392$340K0.01%+29213F-HRTimelineGroup
UBS Group AGin group UBS Group AG7,353$338K<0.01%-1,10713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,454$329K<0.01%+55313F-HRTimelineGroup
Private Advisor Group, LLC6,169$283K<0.01%+67313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,896$271K<0.01%-22713F-HRTimeline
Cambridge Investment Research Advisors,…5,669$260K<0.01%-36,31713F-HRTimeline
Cetera Investment Advisers5,351$246K<0.01%new13F-HRTimeline
WESTBOURNE INVESTMENTS, INC.5,185$242K0.12%013F-HRTimeline
NWF Advisory Services Inc.5,009$230K0.03%new13F-HRTimeline
Global Retirement Partners, LLC3,509$161K<0.01%+1,00013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,767$127K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,582$119K<0.01%+2,52913F-HR/ATimelineGroup
PRIVATE TRUST CO NA1,377$63.2K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,310$60.2K<0.01%-328,69213F-HRTimelineGroup
Sterling Capital Management LLC1,100$50.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC831$38.2K<0.01%-2113F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC628$28.8K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…498$22.9K<0.01%+213F-HRTimeline
Providence Capital Advisors, LLC360$16.5K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.297$13.6K<0.01%-29613F-HRTimeline
CoreCap Advisors, LLC180$8.27K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC142$6.54K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC142$6.51K<0.01%013F-HRTimeline
Archer Investment Corp125$5.74K<0.01%013F-HRTimeline
Advisory Services Network, LLC1$26<0.01%-8,96813F-HRTimeline