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Disclosery

PXE INVESCO EXCHANGE TRADED FD T

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ETF (fund)

52 managers (52 13F filers) reported a position in PXE shares at 2024-12-31, 1,210,093 shares in all. 4 filers opened a position and 9 filers sold out during the quarter.

Managers
52
13F filers
52
New
4
Added
16
Reduced
14
Sold out
9
Shares held by filers
1,210,093

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY155,344$4.6M<0.01%+75,06913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/141,687$4.19M<0.01%-40,42913F-HRTimelineGroup
ONE PLUS ONE WEALTH MANAGEMENT, LLC138,865$4.11M2.41%-2,93113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC132,810$3.93M<0.01%+79,33613F-HRTimelineGroup
LPL Financial LLC107,876$3.19M<0.01%-19,17113F-HRTimeline
Cetera Investment Advisers95,865$2.84M0.01%+81,05613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC50,351$1.49M<0.01%13F-HR/ATimelineGroup
Comprehensive Wealth Management, LLC44,471$1.32M0.98%+24,51313F-HRTimeline
Mraz, Amerine & Associates, Inc.37,542$1.11M0.2%+9,31413F-HR/ATimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.30,253$895K0.06%+13613F-HRTimelineGroup
UBS Group AGin group UBS Group AG27,300$808K<0.01%+72013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,840$765K<0.01%+12,91513F-HRTimelineGroup
NewEdge Advisors, LLC25,603$758K<0.01%+2,23513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC20,921$619K0.11%+33913F-HRTimeline
Sandy Spring Bank20,840$617K0.02%+14613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,332$602K<0.01%-11,19813F-HRTimeline
PCG Wealth Advisors, LLC19,854$588K0.22%-12,38413F-HRTimeline
Global Retirement Partners, LLC18,126$537K0.02%+3,17913F-HRTimeline
KKM Financial LLC13,999$414K0.17%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP13,203$391K<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,775$289K<0.01%+30913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC9,043$268K<0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC7,559$224K<0.01%-60013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,531$223K<0.01%-2,37913F-HRTimelineGroup
MGB Wealth Management, LLC7,500$219K0.07%-10,71113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,277$215K<0.01%-5,18413F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,530$105K<0.01%-80713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,800$82.9K<0.01%-213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,390$70.7K<0.01%013F-HRTimelineGroup
MAI Capital Management1,570$46.5K<0.01%new13F-HRTimeline
LRI Investments, LLC1,162$34.4K<0.01%013F-HRTimeline
PSI Advisors, LLC1,000$29.6K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…969$28.7K<0.01%+58113F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC900$26.6K0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.728$21.5K0.02%13F-HRTimeline
Copia Wealth Management660$19.5K0.02%13F-HRTimeline
Federation des caisses Desjardins du Qu…650$19.2K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…542$16K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC537$15.9K<0.01%+3713F-HRTimeline
SIGNATUREFD, LLC500$14.8K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC483$14.3K<0.01%-14613F-HRTimelineGroup
HighMark Wealth Management LLC400$11.8K0.01%013F-HRTimeline
Rialto Wealth Management, LLC350$10.4K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.269$7.95K<0.01%+213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$6.77K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC210$6.22K<0.01%13F-HRTimeline
Amundiin group Amundi151$4.62K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV103$3.06K<0.01%-15413F-HRTimeline
CWM, LLCin group CWM, LLC87$3K<0.01%-1,44213F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management100$2.96K<0.01%013F-HRTimelineGroup
Transce3nd, LLC35$1.04K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.