Skip to content
Disclosery

PXE INVESCO EXCHANGE TRADED FD T

Follow

ETF (fund)

47 managers (47 13F filers) reported a position in PXE shares at 2025-03-31, 886,175 shares in all. 2 filers opened a position and 6 filers sold out during the quarter.

Managers
47
13F filers
47
New
2
Added
11
Reduced
17
Sold out
6
Shares held by filers
886,175

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ONE PLUS ONE WEALTH MANAGEMENT, LLC142,080$4.16M2.27%+3,21513F-HRTimeline
Cetera Investment Advisers129,717$3.8M0.01%+33,85213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/124,486$3.64M<0.01%-17,20113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY99,058$2.9M<0.01%-56,28613F-HRTimelineGroup
LPL Financial LLC97,293$2.85M<0.01%-10,58313F-HRTimeline
Mraz, Amerine & Associates, Inc.38,549$1.12M0.19%+1,00713F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,900$905K<0.01%-19,45113F-HRTimelineGroup
UBS Group AGin group UBS Group AG30,673$898K<0.01%+3,37313F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.29,388$860K0.06%-86513F-HRTimelineGroup
Sandy Spring Bank20,979$614K0.03%+13913F-HRTimeline
NewEdge Advisors, LLC20,099$588K<0.01%-5,50413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,623$575K0.02%+12,09213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC14,788$433K<0.01%-5,54413F-HRTimeline
PCG Wealth Advisors, LLC14,169$415K0.14%-5,68513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC10,446$306K<0.01%-122,36413F-HR/ATimelineGroup
KKM Financial LLC10,089$295K0.12%-3,91013F-HRTimeline
Mariner, LLCin group Mariner, LLC9,459$277K<0.01%+41613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,148$268K<0.01%+1,87113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,680$254K<0.01%-1,09513F-HRTimelineGroup
MGB Wealth Management, LLC7,500$218K0.08%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,023$206K<0.01%-18,81713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,830$54K<0.01%-1,70013F-HR/ATimelineGroup
MAI Capital Management1,570$46K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…1,169$34.2K<0.01%+20013F-HRTimeline
LRI Investments, LLC1,162$34K<0.01%013F-HRTimeline
PSI Advisors, LLC1,000$29.3K0.01%013F-HRTimeline
Copia Wealth Management660$19.3K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…650$19K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…542$15.9K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC537$15.7K<0.01%013F-HRTimeline
SIGNATUREFD, LLC500$14.6K<0.01%013F-HRTimeline
HighMark Wealth Management LLC400$11.7K0.01%013F-HRTimeline
Rialto Wealth Management, LLC350$10.2K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.270$7.91K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC212$6.22K<0.01%-27113F-HRTimelineGroup
Golden State Wealth Management, LLC210$6.15K<0.01%013F-HR/ATimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$5.86K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO185$5.42K<0.01%-2,20513F-HRTimelineGroup
Amundiin group Amundi151$4.01K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV104$3.04K<0.01%+113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC109$3K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management100$2.93K<0.01%013F-HRTimelineGroup
Running Point Capital Advisors, LLC50$1.47K<0.01%new13F-HRTimeline
Transce3nd, LLC35$1.02K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC31$1K<0.01%-5613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$43<0.01%-2,79913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.