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Disclosery

PYZ INVESCO EXCHANGE TRADED FD T

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ETF (fund)

33 managers (33 13F filers) reported a position in PYZ shares at 2024-12-31, 174,844 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
33
13F filers
33
New
3
Added
6
Reduced
13
Sold out
4
Shares held by filers
174,844

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
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC54,168$4.7M<0.01%+11,75213F-HRTimelineGroup
LPL Financial LLC21,217$1.84M<0.01%+7,26613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY20,825$1.81M<0.01%-56813F-HR/ATimelineGroup
MAI Capital Management10,100$876K0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,981$779K<0.01%-97213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN8,465$734K<0.01%-9913F-HRTimelineGroup
Cambridge Investment Research Advisors,…7,516$652K<0.01%-1,11313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,440$472K<0.01%-48913F-HRTimeline
Maltin Wealth Management, Inc.5,277$458K0.22%+1413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,035$437K0.01%-1,07113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,457$387K<0.01%-3,21413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,402$382K<0.01%+73113F-HR/ATimelineGroup
Pacific Sun Financial Corp4,350$377K0.21%-8013F-HRTimeline
SignalPoint Asset Management, LLC3,325$288K0.07%-1413F-HRTimeline
Octavia Wealth Advisors, LLC3,116$270K0.03%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,028$263K<0.01%-40613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,271$110K<0.01%+213F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…882$77K0.01%-613F-HRTimelineGroup
Laurel Wealth Advisors LLC716$62.1K0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/509$44K0.02%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC377$32.8K0.02%013F-HRTimeline
EPG Wealth Management LLC313$27.1K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…258$22.4K<0.01%013F-HRTimelineGroup
Householder Group Estate & Retirement S…255$22K0.02%+113F-HRTimeline
FMR LLCin group FMR LLC201$17.4K<0.01%-1813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\100$8.68K<0.01%new13F-HRTimelineGroup
Allworth Financial LP82$7.58K<0.01%013F-HRTimeline
MTM Investment Management, LLC87$7.55K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…41$3.58K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC37$3.21K<0.01%-5413F-HRTimeline
Register Financial Advisors LLC7$607<0.01%013F-HRTimeline
Park Square Financial Group, LLC6$521<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.