Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / DORSEY WRIGHT HE
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Number of holders
-
55
-
Total 13F shares, excl. options
-
969,465
-
Shares change
-
-84,002
-
Total reported value, excl. options
-
$37,688,349
-
Value change
-
-$3,276,058
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Number of buys
-
13
-
Number of sells
-
31
-
Price
-
$38.88
Institutional Holders of INVESCO EXCHANGE TRADED FD T - DORSEY WRIGHT HE (PTH) as of Q2 2025
As of 30 Jun 2025 INVESCO EXCHANGE TRADED FD T - DORSEY WRIGHT HE (PTH) had 66 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 969,465 shares of stock of the company.
Largest 10 holders included MORGAN STANLEY, BYRNE FINANCIAL FREEDOM, LLC, BANK OF AMERICA CORP /DE/, SFI Advisors, LLC, LPL Financial LLC, IHT Wealth Management, LLC, UBS Group AG, Cambridge Investment Research Advisors, Inc., Farther Finance Advisors, LLC, and WELLS FARGO & COMPANY/MN.
This table shows 66 institutional shareholders of the security as of 30 Jun 2025.
| 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.