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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 2025-09-30, 785,517 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
43
13F filers
43
New
8
Added
8
Reduced
16
Sold out
7
Shares held by filers
785,517

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
MORGAN STANLEYin group MORGAN STANLEY250,067$7.35M<0.01%+138,58913F-HR/ATimelineGroup
Cetera Investment Advisers136,285$4.01M<0.01%-7,26313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/83,237$2.45M<0.01%-13,73413F-HR/ATimelineGroup
LPL Financial LLC64,927$1.91M<0.01%-19,46513F-HRTimeline
Mraz, Amerine & Associates, Inc.53,346$1.57M0.24%+8,78013F-HRTimeline
UBS Group AGin group UBS Group AG33,100$973K<0.01%-39313F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.28,545$839K0.05%-74913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,995$705K<0.01%-11,44613F-HRTimelineGroup
PCG Wealth Advisors, LLC13,540$398K0.12%new13F-HRTimeline
Global Retirement Partners, LLC13,540$398K0.01%-1,52413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,330$304K<0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,000$294K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,410$280K<0.01%-62913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC9,043$266K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC8,801$259K<0.01%-2,78513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC8,324$245K<0.01%-19413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,429$189K<0.01%+4,02913F-HRTimelineGroup
MGB Wealth Management, LLC5,000$149K0.04%-2,50013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,046$119K<0.01%+3,85913F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,756$110K<0.01%+2613F-HRTimelineGroup
MAI Capital Management1,570$46.1K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,310$38.5K<0.01%-413F-HRTimeline
LRI Investments, LLC1,162$34.2K<0.01%013F-HRTimeline
Copia Wealth Management802$23.6K0.02%+14213F-HRTimeline
Steward Partners Investment Advisory, L…781$23K<0.01%-38813F-HRTimeline
Federation des caisses Desjardins du Qu…682$20K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…542$15.9K<0.01%013F-HRTimeline
SIGNATUREFD, LLC500$14.7K<0.01%013F-HRTimeline
HighMark Wealth Management LLC400$11.8K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.363$10.7K<0.01%-913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…336$9.9K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.250$7K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC227$6.69K<0.01%+1713F-HRTimelineGroup
Golden State Wealth Management, LLC210$6.17K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC141$4.14K<0.01%013F-HRTimeline
Team Financial Group, LLC137$4.01K<0.01%+113F-HRTimeline
Root Financial Partners, LLC102$3K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.100$2.94K<0.01%-17313F-HRTimeline
CWM, LLCin group CWM, LLC72$2K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC67$1.97K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23$668<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10$305<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV9$258<0.01%-1,12113F-HRTimeline