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Disclosery

PXE INVESCO EXCHANGE TRADED FD T

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ETF (fund)

46 managers (46 13F filers) reported a position in PXE shares at 2025-12-31, 1,167,142 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
46
13F filers
46
New
6
Added
8
Reduced
12
Sold out
4
Shares held by filers
1,167,142

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY251,305$7.02M<0.01%+1,23813F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC202,564$5.66M0.01%+193,76313F-HRTimeline
Foundations Investment Advisors, LLC195,906$5.48M0.07%new13F-HRTimeline
Cetera Investment Advisers137,466$3.84M<0.01%+1,18113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/65,321$1.83M<0.01%-17,91613F-HRTimelineGroup
LPL Financial LLC63,934$1.79M<0.01%-99313F-HRTimeline
Mraz, Amerine & Associates, Inc.55,902$1.56M0.23%+2,55613F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP29,800$833K<0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.28,567$798K0.05%+2213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC20,453$572K<0.01%-3,54213F-HRTimelineGroup
UBS Group AGin group UBS Group AG19,115$534K<0.01%-13,98513F-HRTimelineGroup
IHT Wealth Management, LLC13,160$368K0.01%new13F-HRTimeline
PCG Wealth Advisors, LLC12,930$361K0.1%-61013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,000$280K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC9,043$253K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,958$250K<0.01%-45213F-HRTimelineGroup
Global Retirement Partners, LLC8,900$249K<0.01%-4,64013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,333$205K<0.01%-99113F-HRTimelineGroup
MGB Wealth Management, LLC5,000$141K0.04%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,780$106K<0.01%+2413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,402$95.1K<0.01%-64413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,150$88.9K<0.01%new13F-HRTimelineGroup
Vision Retirement, LLC2,050$57.3K0.02%13F-HRTimeline
MAI Capital Management1,570$43.9K<0.01%013F-HRTimeline
NewEdge Advisors, LLC1,310$36.6K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,259$35K<0.01%-5,17013F-HRTimelineGroup
Copia Wealth Management802$22.4K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…542$15.1K<0.01%013F-HRTimeline
SIGNATUREFD, LLC500$14K<0.01%013F-HRTimeline
HighMark Wealth Management LLC400$11.2K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.363$10.1K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…357$9.98K<0.01%-32513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…338$9.47K<0.01%+213F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…281$7.85K<0.01%-50013F-HRTimeline
FMR LLCin group FMR LLC280$7.81K<0.01%+5313F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.250$7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC177$4.95K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC141$3.94K<0.01%013F-HRTimeline
Team Financial Group, LLC137$3.84K<0.01%013F-HRTimeline
Root Financial Partners, LLC102$2.85K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.100$2.79K<0.01%013F-HRTimeline
Sound Income Strategies, LLC80$2.26K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC72$2K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23$640<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10$280<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV9$247<0.01%013F-HRTimeline