Public ownership evidence

Invesco Exchange-Traded Fund Trust Invesco Dorsey Wright Technology Momentum ETF (PTF) Ownership Disclosures

Read PTF 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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Recent institutional filing receipts

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

Manager
Envision Financial Transparency, LLC
Report period
2026-06-30
Available
2026-08-22
Reported shares
23,578
Value (USD)
$1,292,088
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 0002080849-26-000004
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 PTF fundamentals

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

Read PTF 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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Envision Financial Transparency, LLC2026-06-302026-08-2223,578$1,292,088None
Sankala Group LLC2026-06-302026-08-193,328$358,969None
Transamerica Financial Advisors, LLC2026-06-302026-08-18112,590$15,347,167None
Equitable Holdings, Inc.2026-06-302026-08-188,482$1,156,228None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-182,170$296,000None
Bawa N Mallick Trust2026-06-302026-08-1524,000$3,271,440None
KKM Financial LLC2026-06-302026-08-153,149$429,240None
Western Wealth Management, LLC2026-06-302026-08-153,443$469,290None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,510$205,828None
OSAIC HOLDINGS, INC.2026-06-302026-08-15157$21,401None
OSAIC HOLDINGS, INC.2026-06-302026-08-1552,894$7,210,243None
Betterment LLC2026-06-302026-08-156,238$850,000None
JANE STREET GROUP, LLC2026-06-302026-08-152,000$272,620Put
JANE STREET GROUP, LLC2026-06-302026-08-156,200$845,122Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1516,600$2,262,746Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-152,800$381,668Put
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-158,617$1,174,583None
&PARTNERS2026-06-302026-08-154,327$567,731None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1517,449$2,199,272None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15163,712$22,315,605None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15418$56,978None
Pinnacle Financial Partners, Inc.2026-06-302026-08-152,688$366,401None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-153,342$455,548None
ROYAL BANK OF CANADA2026-06-302026-08-159,375$1,278,000None
ROYAL BANK OF CANADA2026-06-302026-08-1590,423$12,326,000None
ROYAL BANK OF CANADA2026-06-302026-08-15912$124,000None
MONETA GROUP INVESTMENT ADVISORS LLC2026-06-302026-08-154,843$660,149None
D. E. Shaw & Co., Inc.2026-06-302026-08-151,600$218,096None
CITADEL ADVISORS LLC2026-06-302026-08-154,700$640,657Put
CITADEL ADVISORS LLC2026-06-302026-08-155,600$763,336Call
Larson Financial Group LLC2026-06-302026-08-155$683None
IHT Wealth Management, LLC2026-06-302026-08-152,850$388,484None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-15101,200$13,794,572None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1551,187$6,977,239None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1595,944$13,078,157None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1549,296$6,719,600None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1550,616$6,899,482None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1570,475$9,606,447None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15165,151$22,511,703None
Quantinno Capital Management LP2026-06-302026-08-1413,679$1,864,584None
Rockefeller Capital Management L.P.2026-06-302026-08-1423,600$3,216,916None
Steward Partners Investment Advisory, LLC2026-06-302026-08-145,109$696,414None
UBS Group AG2026-06-302026-08-14695$94,735None
UBS Group AG2026-06-302026-08-1418$2,454None
UBS Group AG2026-06-302026-08-1442,300$5,765,913None
Mariner, LLC2026-06-302026-08-143,666$499,743None
Creative Planning2026-06-302026-08-141,872$255,172None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-144,062$553,691None
MORGAN STANLEY2026-06-302026-08-14125$17,039None
MORGAN STANLEY2026-06-302026-08-141$190None

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

Envision Financial Transparency, LLC ↗Sankala Group LLC ↗Transamerica Financial Advisors, LLC ↗Equitable Holdings, Inc. ↗CENTAURUS FINANCIAL, INC. ↗Bawa N Mallick Trust ↗KKM Financial LLC ↗Western Wealth Management, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

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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