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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 2026-03-31, 349,630 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
40
13F filers
40
New
7
Added
11
Reduced
12
Sold out
6
Shares held by filers
349,630

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
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…109,878$13.2M1.12%-8,52313F-HRTimelineGroup
Janney Montgomery Scott LLC47,370$5.68M0.01%+4,77813F-HRTimeline
LPL Financial LLC36,689$4.4M<0.01%+19,47113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY22,234$2.66M<0.01%+4,15213F-HRTimelineGroup
NewEdge Advisors, LLC21,936$2.63M0.01%new13F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,772$1.89M<0.01%+7,43313F-HRTimelineGroup
MAI Capital Management9,725$1.17M0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…9,089$1.09M<0.01%-1,87213F-HRTimeline
AlphaCore Capital LLC8,351$1M0.02%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,811$936K<0.01%-3,65813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,116$733K<0.01%+3,04913F-HRTimelineGroup
Maltin Wealth Management, Inc.5,430$651K0.25%-7813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,927$590K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,722$566K0.01%new13F-HRTimelineGroup
Trueblood Wealth Management, LLC4,496$539K0.21%+19713F-HRTimeline
Advisory Services Network, LLC4,178$501K0.01%+20713F-HRTimeline
Pacific Sun Financial Corp3,560$427K0.21%013F-HRTimeline
Farther Finance Advisors, LLC3,372$411K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,843$341K<0.01%-11413F-HRTimelineGroup
Octavia Wealth Advisors, LLC2,677$321K0.03%-29513F-HRTimeline
Arax Advisory Partners2,639$316K0.01%-13513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,412$289K0.02%-52013F-HRTimeline
Genesee Capital Advisors, LLC2,407$288K0.12%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC2,230$267K<0.01%-43713F-HRTimeline
Cetera Investment Advisers1,934$232K<0.01%+4113F-HRTimeline
Mason Investment Advisory Services, Inc.1,931$231K0.01%+213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,071$123K<0.01%+57313F-HRTimelineGroup
PDS Planning, Inc983$118K0.01%new13F-HRTimeline
AE Wealth Management LLC768$92K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG596$71.4K<0.01%-10613F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC338$40.5K0.02%013F-HRTimeline
Sound Income Strategies, LLC300$36.6K<0.01%013F-HRTimeline
EPG Wealth Management LLC213$25.5K0.01%013F-HRTimeline
FMR LLCin group FMR LLC179$21.5K<0.01%+1613F-HRTimelineGroup
HORIZON BANCORP INC /IN/157$19K0.01%013F-HRTimeline
Sankala Group LLC119$13.9K0.01%-9013F-HRTimeline
MTM Investment Management, LLC87$10.4K<0.01%013F-HRTimeline
Allworth Financial LP82$9.83K<0.01%013F-HRTimeline
Register Financial Advisors LLC7$839<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$104<0.01%-3,71913F-HR/ATimelineGroup