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Disclosery

PXE INVESCO EXCHANGE TRADED FD T

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ETF (fund)

53 managers (53 13F filers) reported a position in PXE shares at 2026-03-31, 979,345 shares in all. 13 filers opened a position and 4 filers sold out during the quarter.

Managers
53
13F filers
53
New
13
Added
11
Reduced
14
Sold out
4
Shares held by filers
979,345

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY149,368$5.86M<0.01%-101,93713F-HRTimelineGroup
Cetera Investment Advisers119,825$4.7M<0.01%-17,64113F-HRTimeline
Foundations Investment Advisors, LLC100,806$3.95M0.05%-95,10013F-HRTimeline
HighTower Advisors, LLC80,298$3.15M<0.01%new13F-HRTimeline
LPL Financial LLC59,551$2.33M<0.01%-4,38313F-HRTimeline
Mraz, Amerine & Associates, Inc.57,035$2.24M0.33%+1,13313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/51,229$2.01M<0.01%-14,09213F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$1.96M<0.01%+40,00013F-HRTimelineGroup
Nilsine Partners, LLC40,498$1.49M0.12%new13F-HRTimeline
Amundiin group Amundi34,204$1.34M<0.01%new13F-HRTimelineGroup
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…30,000$1.18M0.01%new13F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.28,447$1.12M0.06%-12013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,021$863K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC19,529$766K0.02%+6,36913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,623$652K<0.01%-3,83013F-HRTimelineGroup
UBS Group AGin group UBS Group AG16,359$641K<0.01%-2,75613F-HRTimelineGroup
PCG Wealth Advisors, LLC11,930$468K0.12%-1,00013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,063$434K<0.01%+2,10513F-HRTimelineGroup
Cambridge Investment Research Advisors,…9,781$383K<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,946$362K<0.01%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,458$292K<0.01%-1,58513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,159$281K<0.01%-17413F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.7,135$280K0.02%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,961$273K<0.01%-195,60313F-HRTimeline
Private Advisor Group, LLC5,949$233K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.4,631$182K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,790$149K<0.01%+1013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,150$123K<0.01%013F-HRTimelineGroup
Vision Retirement, LLC2,050$80.4K0.02%013F-HRTimeline
MAI Capital Management1,689$66.2K<0.01%+11913F-HRTimeline
Copia Wealth Management1,131$44.3K0.03%+32913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,129$44K<0.01%-13013F-HRTimelineGroup
Capital Investment Advisory Services, L…542$21.2K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.500$19.6K<0.01%+40013F-HRTimeline
SIGNATUREFD, LLC500$19.6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC457$17.9K<0.01%+17713F-HRTimelineGroup
HighMark Wealth Management LLC400$15.7K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…393$15.4K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC406$15.4K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.363$14.2K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…357$14K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…339$13.3K<0.01%+113F-HRTimelineGroup
Steward Partners Investment Advisory, L…281$11K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.250$10K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC177$6.94K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC177$6.94K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC141$5.53K<0.01%013F-HRTimeline
Team Financial Group, LLC138$5.4K<0.01%+113F-HRTimeline
Sound Income Strategies, LLC80$3.03K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC57$2.23K<0.01%-1513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23$897<0.01%013F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10$403<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV9$348<0.01%013F-HRTimeline