Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / DORSEY WRGT UTIL
-
Total 13F shares
-
908,751
-
Share change
-
+486,089
-
Total reported value
-
$38,031,107
-
Price per share
-
$41.83
-
Number of holders
-
39
-
Value change
-
+$20,483,976
-
Number of buys
-
20
-
Number of sells
-
17
Institutional Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRGT UTIL (PUI) as of Q2 2025
As of 30 Jun 2025,
INVESCO EXCHANGE TRADED FD T - DORSEY WRGT UTIL (PUI) was held by
39 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
908,751 shares.
The largest 10 holders included
Transamerica Financial Advisors, LLC, Janney Montgomery Scott LLC, LPL Financial LLC, SILVER OAK SECURITIES, INCORPORATED, ROI Financial Advisors, LLC, MORGAN STANLEY, Cambridge Investment Research Advisors, Inc., SPC Financial, Inc., Capital Advisors, Ltd. LLC, and Trek Financial, LLC.
This page lists
39
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.