INVESCO EXCHANGE TRADED FD T

Ticker: PFI CUSIP: 46137V860 Class: ETF

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Transamerica Financial Advisors, Inc.246,469$14,230
Janney Montgomery Scott LLC90,903$5
BANK OF AMERICA CORP /DE/53,123$3,067
IMC-Chicago, LLC32,256$1,862
MORGAN STANLEY32,051$1,850
LPL Financial LLC24,193$1,397
AMERIPRISE FINANCIAL INC18,152$1,048
AlphaCore Capital LLC17,847$1,030
Farther Finance Advisors, LLC16,911$976
UBS Group AG11,502$664
Cambridge Investment Research Advisors, Inc.10,226$1
Genesee Capital Advisors, LLC9,247$534
Advisory Services Network, LLC7,683$444
Trueblood Wealth Management, LLC7,405$427
GOLDMAN SACHS GROUP INC6,839$395
RAYMOND JAMES FINANCIAL INC6,122$353
Asset Dedication, LLC5,973$345
Sensible Money, LLC5,973$345
ROYAL BANK OF CANADA5,854$338
SILVER OAK SECURITIES, INCORPORATED5,721$334
CITADEL ADVISORS LLC5,558$321
Cetera Investment Advisers5,116$295
Laurel Wealth Advisors LLC4,367$252
JONES FINANCIAL COMPANIES LLLP2,448$141
Kestra Advisory Services, LLC2,000$115
Geneos Wealth Management Inc.1,800$104
OSAIC HOLDINGS, INC.1,642$95
BELLEVUE ASSET MANAGEMENT, LLC1,472$85
Darwin Wealth Management, LLC598$35
Sound Income Strategies, LLC338$20
IFP Advisors, Inc300$17
Providence Capital Advisors, LLC293$17
Sankala Group LLC138$8
BANK OF MONTREAL /CAN/62$3
FMR LLC59$3
WELLS FARGO & COMPANY/MN36$2
Sunbelt Securities, Inc.3$0
Total (37 institutions)640,680$31,160