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Disclosery

PXE INVESCO EXCHANGE TRADED FD T

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ETF (fund)

43 managers (43 13F filers) reported a position in PXE shares at 2025-06-30, 672,596 shares in all. 5 filers opened a position and 10 filers sold out during the quarter.

Managers
43
13F filers
43
New
5
Added
13
Reduced
10
Sold out
10
Shares held by filers
672,596

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Cetera Investment Advisers143,548$4.02M0.01%+13,83113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY111,478$3.12M<0.01%+12,42013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/96,971$2.71M<0.01%-27,51513F-HRTimelineGroup
LPL Financial LLC84,392$2.36M<0.01%-12,90113F-HRTimeline
Mraz, Amerine & Associates, Inc.44,566$1.25M0.2%+6,01713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,441$992K<0.01%+4,54113F-HRTimelineGroup
UBS Group AGin group UBS Group AG33,493$937K<0.01%+2,82013F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.29,294$820K0.05%-9413F-HRTimelineGroup
Global Retirement Partners, LLC15,064$422K0.01%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,019$392K<0.01%+3,57313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC11,586$324K<0.01%-3,20213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,039$281K<0.01%+89113F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC9,043$253K<0.01%-41613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,518$238K<0.01%-16213F-HRTimelineGroup
MGB Wealth Management, LLC7,500$213K0.07%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,730$104K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,400$67K<0.01%+57013F-HR/ATimelineGroup
MAI Capital Management1,570$43.9K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,314$36.8K<0.01%-18,78513F-HRTimeline
Steward Partners Investment Advisory, L…1,169$32.7K<0.01%013F-HRTimeline
LRI Investments, LLC1,162$32.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,130$31.6K<0.01%+1,02613F-HRTimeline
Federation des caisses Desjardins du Qu…682$19.1K<0.01%+3213F-HRTimeline
Copia Wealth Management660$18.5K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…542$15.2K<0.01%013F-HRTimeline
SIGNATUREFD, LLC500$14K<0.01%013F-HRTimeline
HighMark Wealth Management LLC400$11.2K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.372$10.4K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.273$7.63K<0.01%+313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO228$6.41K<0.01%+4313F-HRTimelineGroup
FMR LLCin group FMR LLC210$5.89K<0.01%-213F-HRTimelineGroup
Golden State Wealth Management, LLC210$5.88K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$5.6K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…187$5.23K<0.01%-19,43613F-HRTimelineGroup
SIMPLEX TRADING, LLC196$5K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC141$3.95K<0.01%-39613F-HRTimeline
Team Financial Group, LLC136$3.8K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management100$2.8K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC67$1.88K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC35$980<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23$651<0.01%+2213F-HRTimelineGroup
Allworth Financial LP7$196<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.