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Disclosery

PUI INVESCO EXCHANGE TRADED FD T

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ETF (fund)

41 managers (41 13F filers) reported a position in PUI shares at 2026-03-31, 454,395 shares in all. 5 filers opened a position and 6 filers sold out during the quarter.

Managers
41
13F filers
41
New
5
Added
13
Reduced
9
Sold out
6
Shares held by filers
454,395

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC111,488$5.24M<0.01%+8,33113F-HRTimeline
ROI Financial Advisors, LLC44,744$2.1M1.26%+1,30813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY41,223$1.94M<0.01%+91513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP35,979$1.69M<0.01%+12,46513F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC33,409$1.57M0.17%new13F-HRTimelineGroup
IMC-Chicago, LLC24,002$1.13M0.02%-1,85013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…17,354$816K0.05%+32313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA15,842$745K<0.01%+13,61913F-HRTimelineGroup
Capital Advisors, Ltd. LLC15,547$731K0.08%013F-HRTimeline
Trek Financial, LLC12,653$595K0.03%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,842$510K<0.01%-7013F-HRTimelineGroup
NWF Advisory Services Inc.9,407$442K0.05%+17013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP8,483$399K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC8,261$391K<0.01%013F-HRTimeline
Western Wealth Management, LLC7,325$344K0.01%new13F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.7,100$334K0.02%-41013F-HRTimelineGroup
UBS Group AGin group UBS Group AG6,064$285K<0.01%-80613F-HRTimelineGroup
Private Advisor Group, LLC5,838$274K<0.01%-7613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,631$265K<0.01%-39413F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,586$263K<0.01%-813F-HRTimeline
Cetera Investment Advisers5,569$262K<0.01%+11813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,714$222K<0.01%new13F-HRTimelineGroup
WESTBOURNE INVESTMENTS, INC.4,485$211K0.1%new13F-HRTimeline
Parallel Advisors, LLC3,130$147K<0.01%+2,62013F-HR/ATimeline
Sunbelt Securities, Inc.2,622$123K0.01%+2,47313F-HRTimeline
PRIVATE TRUST CO NA1,377$64.7K0.01%013F-HRTimeline
Sterling Capital Management LLC1,100$51.7K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC831$39.1K<0.01%013F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC628$29.5K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…542$25.5K<0.01%-58713F-HRTimelineGroup
Capital Investment Advisory Services, L…504$23.7K<0.01%+313F-HRTimeline
Sound Income Strategies, LLC477$22.6K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…390$18.4K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC360$16.9K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN305$14.3K<0.01%-1,06213F-HR/ATimelineGroup
CoreCap Advisors, LLC180$8.46K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC144$6.76K<0.01%+113F-HRTimeline
Archer Investment Corp125$5.88K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53$2.48K<0.01%013F-HR/ATimelineGroup
NewEdge Advisors, LLC51$2.38K<0.01%+113F-HR/ATimeline
HARBOUR INVESTMENTS, INC.30$1.41K<0.01%013F-HRTimeline