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SATO INVESCO EXCH TRADED FD TR II

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ALERIAN GLXY CRY (fund)

6 managers (6 13F filers) reported a position in SATO shares at 2025-12-31, 42,196 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
6
13F filers
6
New
2
Added
1
Reduced
1
Sold out
1
Shares held by filers
42,196

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
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,822$476K<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,633$242K0.01%+2,21013F-HRTimelineGroup
Farther Finance Advisors, LLC1,000$17.7K<0.01%013F-HRTimeline
HighMark Wealth Management LLC631$11.2K<0.01%-27513F-HRTimeline
Sound Income Strategies, LLC109$2.28K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$33<0.01%013F-HR/ATimelineGroup