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Disclosery

PYZ INVESCO EXCHANGE TRADED FD T

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ETF (fund)

40 managers (40 13F filers) reported a position in PYZ shares at 2025-12-31, 289,155 shares in all. 10 filers opened a position and 3 filers sold out during the quarter.

Managers
40
13F filers
40
New
10
Added
11
Reduced
8
Sold out
3
Shares held by filers
289,155

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
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…118,401$13M1.09%+118,22813F-HRTimelineGroup
Janney Montgomery Scott LLC42,592$4.69M0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY18,082$1.99M<0.01%-2,15013F-HR/ATimelineGroup
LPL Financial LLC17,218$1.9M<0.01%+3,35313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,469$1.26M<0.01%-10,09513F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…10,961$1.21M<0.01%+3,40513F-HRTimeline
MAI Capital Management9,725$1.07M0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,339$919K<0.01%+39913F-HRTimelineGroup
Maltin Wealth Management, Inc.5,508$607K0.24%+14113F-HRTimeline
Trueblood Wealth Management, LLC4,299$474K0.18%+16313F-HRTimeline
Advisory Services Network, LLC3,971$437K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,720$410K<0.01%-1,99213F-HRTimelineGroup
Pacific Sun Financial Corp3,560$392K0.19%-15013F-HRTimeline
Farther Finance Advisors, LLC3,372$371K<0.01%+4013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,067$338K<0.01%new13F-HRTimelineGroup
Octavia Wealth Advisors, LLC2,972$327K0.03%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,932$326K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,957$326K<0.01%-31313F-HRTimelineGroup
Arax Advisory Partners2,774$306K0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,667$294K<0.01%+113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,183$240K<0.01%new13F-HRTimelineGroup
Mason Investment Advisory Services, Inc.1,929$212K0.01%+313F-HRTimeline
Cetera Investment Advisers1,893$209K<0.01%-45813F-HRTimeline
Laurel Wealth Advisors LLC716$78.8K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG702$77.3K<0.01%+5613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC671$73.9K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP498$54.9K<0.01%+44813F-HRTimelineGroup
Sound Income Strategies, LLC300$37.7K<0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC338$37.2K0.01%013F-HRTimeline
Darwin Wealth Management, LLC285$31.4K0.01%new13F-HRTimeline
Sankala Group LLC209$27.7K0.02%13F-HRTimeline
EPG Wealth Management LLC213$23.4K0.01%-10013F-HRTimeline
FMR LLCin group FMR LLC163$18K<0.01%013F-HRTimelineGroup
HORIZON BANCORP INC /IN/157$17K0.01%013F-HRTimeline
MTM Investment Management, LLC87$9.58K<0.01%013F-HRTimeline
Allworth Financial LP82$9.03K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA75$8K<0.01%-22113F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC40$4.41K<0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC21$2.32K<0.01%013F-HRTimeline
Register Financial Advisors LLC7$771<0.01%013F-HRTimeline