Public ownership evidence

Invesco Exchange-Traded Fund Trust Invesco Dorsey Wright Financial Momentum ETF (PFI) Ownership Disclosures

Read PFI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Invesco Exchange-Traded Fund Trust Invesco Dorsey Wright Financial Momentum ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Transamerica Financial Advisors, LLC
Report period
2026-06-30
Available
2026-08-18
Reported shares
3,021
Value (USD)
$184,041
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001502149-26-000010
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PFI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PFI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Transamerica Financial Advisors, LLC2026-06-302026-08-183,021$184,041None
OSAIC HOLDINGS, INC.2026-06-302026-08-15745$45,377None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-158,246$502,223None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-156,660$405,627None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-154,012$244,246None
ROYAL BANK OF CANADA2026-06-302026-08-15246$15,000None
Coppell Advisory Solutions LLC2026-06-302026-08-1513$2,575,085None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1511,374$692,733None
GOLDMAN SACHS GROUP INC2026-06-302026-08-156,667$406,054None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-151,861$113,344None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-153,740$227,785None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$3None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1514,739$897,679None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1539,537$2,407,982None
UBS Group AG2026-06-302026-08-14633$38,553None
UBS Group AG2026-06-302026-08-1410,778$656,434None
MORGAN STANLEY2026-06-302026-08-14573$34,899None
MORGAN STANLEY2026-06-302026-08-141$108None
MORGAN STANLEY2026-06-302026-08-1427,014$1,645,288None
MORGAN STANLEY2026-06-302026-08-14700$42,634None
FMR LLC2026-06-302026-08-1441$2,508None
HUNTINGTON NATIONAL BANK2026-06-302026-08-14642$39,101None
Integrated Wealth Concepts LLC2026-06-302026-08-13757$46,105None
Cetera Investment Advisers2026-06-302026-08-134,784$291,340None
JPMORGAN CHASE & CO2026-06-302026-08-134,187$253,694None
Providence Capital Advisors, LLC2026-06-302026-08-12293$17,846None
LPL Financial LLC2026-06-302026-08-0855,348$3,370,941None
SILVER OAK SECURITIES, INCORPORATED2026-06-302026-08-08483$29,388None
Genesee Capital Advisors, LLC2026-06-302026-08-078,140$495,770None
Geneos Wealth Management Inc.2026-06-302026-08-071,800$109,638None
Janney Montgomery Scott LLC2026-06-302026-08-063,504$213,000None
BELLEVUE ASSET MANAGEMENT, LLC2026-06-302026-08-051,472$89,652None
Sensible Money, LLC2026-06-302026-07-315,973$363,786None
Asset Dedication, LLC2026-06-302026-07-315,973$363,786None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-313,757$229,000None
Trueblood Wealth Management, LLC2026-06-302026-07-287,663$466,692None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-283,757$229,000None
IFP Advisors, Inc2026-06-302026-07-21300$18,272None
Farther Finance Advisors, LLC2026-06-302026-07-1816,859$1,026,768None
Laurel Wealth Advisors LLC2026-06-302026-07-184,367$265,946None
AMERIPRISE FINANCIAL INC2026-03-312026-07-1810,011$533,101None

90-day public filing window, up to 50 source positions.

Transamerica Financial Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗JONES FINANCIAL COMPANIES LLLP ↗ROYAL BANK OF CANADA ↗Coppell Advisory Solutions LLC ↗TWO SIGMA INVESTMENTS, LP ↗GOLDMAN SACHS GROUP INC ↗RAYMOND JAMES FINANCIAL INC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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