Latest Period
Q2 2026
Security Snapshot
INVESCO EXCHANGE TRADED FD T - DORSEY WRGT FINL (PFI) Institutional Ownership
CUSIP: 46137V860
13F Institutional Holders and Ownership History from Q2 2018 to Q2 2026
Institutions Reporting
30
Shares (Excl. Options)
266,889
Price
$60.90
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- Security type / class
- Equity / DORSEY WRGT FINL
- Symbol
- PFI
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 266,889
- Total 13F value
- $16,253,132
- Portfolio coverage rank
- 0%
- Share change
- -48,405
- Value change
- -$2,582,148
- Number of holders
- 30
- SEC-reported price per share
- $62.47
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- PFI - INVESCO EXCHANGE TRADED FD T - DORSEY WRGT FINL is tracked under CUSIP 46137V860.
- 30 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 33 to 30 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $16,807,563 to $16,253,132.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 30 institutions filings for Q2 2026.
Security key
46137V860
Latest holder period
Q2 2026
13F holders
30
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46137V860:
As of 30 Jun 2026, 30 institutional investors reported holding 266,889 shares of INVESCO EXCHANGE TRADED FD T - DORSEY WRGT FINL (PFI).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
33
Latest
Q2 2026
Rows shown
1-25 of 33
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 266,889 | $16,253,132 | -$2,582,148 | $60.90 | 30 |
| 2026 Q1 | 315,297 | $16,807,563 | -$17,516,795 | $53.25 | 33 |
| 2025 Q4 | 640,680 | $36,992,004 | -$3,984,080 | $57.73 | 37 |
| 2025 Q3 | 727,194 | $42,191,045 | -$1,125,485 | $57.97 | 34 |
| 2025 Q2 | 747,374 | $42,393,115 | -$3,122,173 | $56.73 | 35 |
| 2025 Q1 | 775,290 | $41,411,928 | -$3,297,485 | $53.45 | 32 |
| 2024 Q4 | 874,375 | $49,833,552 | +$5,771,981 | $57.01 | 38 |
| 2024 Q3 | 741,369 | $41,028,525 | -$132,914 | $55.35 | 32 |
| 2024 Q2 | 755,025 | $36,884,912 | -$32,242 | $48.84 | 29 |
| 2024 Q1 | 755,513 | $37,556,311 | +$27,505,175 | $49.71 | 31 |
| 2023 Q4 | 202,792 | $9,119,030 | -$1,098,604 | $44.97 | 24 |
| 2023 Q3 | 230,935 | $9,563,476 | -$185,231 | $41.40 | 26 |
| 2023 Q2 | 235,283 | $9,901,727 | -$1,281,252 | $42.08 | 27 |
| 2023 Q1 | 269,936 | $10,757,690 | -$371,134,183 | $39.85 | 27 |
| 2022 Q4 | 985,824 | $393,353,641 | -$1,689,550 | $40.74 | 37 |
| 2022 Q3 | 1,023,002 | $39,190,000 | +$9,606,921 | $38.31 | 34 |
| 2022 Q2 | 488,196 | $19,385,965 | -$16,595,300 | $39.66 | 30 |
| 2022 Q1 | 874,820 | $42,970,838 | -$5,426,595 | $49.13 | 40 |
| 2021 Q4 | 963,617 | $52,681,016 | +$5,505,374 | $54.67 | 47 |
| 2021 Q3 | 856,787 | $45,425,000 | +$13,085,049 | $53.04 | 40 |
| 2021 Q2 | 618,363 | $31,367,000 | -$22,420,680 | $50.74 | 32 |
| 2021 Q1 | 1,092,524 | $52,556,000 | +$34,434,169 | $48.10 | 34 |
| 2020 Q4 | 379,295 | $16,346,000 | +$2,355,407 | $43.06 | 30 |
| 2020 Q3 | 322,713 | $11,977,728 | -$26,555,349 | $37.12 | 25 |
| 2020 Q2 | 1,060,765 | $36,471,000 | +$19,411,601 | $34.38 | 24 |