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Disclosery

PUI INVESCO EXCHANGE TRADED FD T

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ETF (fund)

43 managers (43 13F filers) reported a position in PUI shares at 2025-12-31, 394,468 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
43
13F filers
43
New
8
Added
11
Reduced
13
Sold out
3
Shares held by filers
394,468

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC103,157$4.5M<0.01%+2,81613F-HRTimeline
ROI Financial Advisors, LLC43,436$1.89M1.09%+73513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY40,308$1.76M<0.01%-1,36913F-HR/ATimelineGroup
IMC-Chicago, LLC25,852$1.13M0.02%+1,51913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP23,514$1.02M<0.01%+9,81513F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…17,031$742K0.05%+95613F-HRTimelineGroup
Capital Advisors, Ltd. LLC15,547$678K0.08%013F-HRTimeline
Trek Financial, LLC12,653$551K0.03%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC11,603$506K0.24%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,912$476K<0.01%-13713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,274$404K<0.01%-30313F-HRTimelineGroup
NWF Advisory Services Inc.9,237$403K0.04%+4,22813F-HRTimeline
Farther Finance Advisors, LLC8,261$360K<0.01%+7513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,510$327K0.01%+11813F-HRTimelineGroup
UBS Group AGin group UBS Group AG6,870$299K<0.01%-48313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,025$263K<0.01%-1,42913F-HRTimelineGroup
Private Advisor Group, LLC5,914$258K<0.01%-25513F-HRTimeline
Cambridge Investment Research Advisors,…5,594$244K<0.01%-7513F-HRTimeline
Cetera Investment Advisers5,451$238K<0.01%+10013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,947$216K0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,639$202K<0.01%-1,25713F-HRTimeline
Global Retirement Partners, LLC3,509$153K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,223$97K<0.01%-8,19513F-HRTimelineGroup
Arax Advisory Partners1,500$65.4K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA1,377$60K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,367$59.6K<0.01%-1,40013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,129$49.2K<0.01%-18113F-HRTimelineGroup
Sterling Capital Management LLC1,100$47.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC831$36.2K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC628$27.4K0.01%013F-HRTimeline
Parallel Advisors, LLC510$22.2K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…501$21.8K<0.01%+313F-HRTimeline
Sound Income Strategies, LLC477$21.3K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…390$17K<0.01%new13F-HRTimeline
Providence Capital Advisors, LLC360$15.7K<0.01%013F-HRTimeline
CoreCap Advisors, LLC180$7.84K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.149$6.49K<0.01%-14813F-HRTimeline
Founders Financial Alliance, LLC143$6.24K<0.01%+113F-HRTimeline
Archer Investment Corp125$5.45K<0.01%013F-HRTimeline
Vision Retirement, LLC101$4.38K<0.01%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53$2.31K<0.01%-2,52913F-HRTimelineGroup
NewEdge Advisors, LLC50$2.19K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.30$1.31K<0.01%new13F-HRTimeline