Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / DORSEY WRGT CSMR
-
Number of holders
-
35
-
Total 13F shares, excl. options
-
696,289
-
Shares change
-
+416,728
-
Total reported value, excl. options
-
$61,362,298
-
Value change
-
+$36,774,222
-
Number of buys
-
24
-
Number of sells
-
-7
-
Price
-
$88.12
Significant Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR (PEZ) as of Q1 2021
37 filings reported holding PEZ - INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR as of Q1 2021.
INVESCO EXCHANGE TRADED FD T - DORSEY WRGT CSMR (PEZ) has 35 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 696,289 shares
.
Largest 10 shareholders include MORGAN STANLEY (215,398 shares), Beacon Harbor Wealth Advisors, Inc. (105,566 shares), LPL Financial LLC (51,651 shares), Janney Montgomery Scott LLC (43,558 shares), Fulcrum Equity Management (39,729 shares), BANK OF AMERICA CORP /DE/ (36,074 shares), Private Advisor Group, LLC (34,730 shares), Raymond James Financial Services Advisors, Inc. (29,553 shares), WELLS FARGO & COMPANY/MN (23,040 shares), and Cornerstone Wealth Management, LLC (16,298 shares).
This table shows the top 35 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.