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Disclosery

PXI INVESCO EXCHANGE TRADED FD T

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DORSEY WRGT ENRG (fund)

44 managers (44 13F filers) reported a position in PXI shares at 2026-06-30, 733,557 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
44
13F filers
44
New
6
Added
14
Reduced
14
Sold out
5
Shares held by filers
733,557

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…233,439$12.9M1.09%-26,30013F-HRTimelineGroup
Janney Montgomery Scott LLC117,601$6.47M0.01%+6,98813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY51,910$2.86M<0.01%-5,27313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/42,024$2.31M<0.01%-4,04413F-HRTimelineGroup
LPL Financial LLC40,474$2.23M<0.01%-3,53313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC27,551$1.52M<0.01%+11,87513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.26,225$1.44M<0.01%+22,30313F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP25,000$1.38M<0.01%new13F-HRTimelineGroup
AlphaCore Capital LLC18,963$1.04M0.02%+1,41813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,580$968K<0.01%-1,08113F-HRTimelineGroup
Cetera Investment Advisers14,665$807K<0.01%-10613F-HRTimeline
Kingsview Wealth Management, LLC14,295$787K0.01%+73813F-HRTimeline
Advisory Services Network, LLC11,927$657K0.01%+2,14013F-HRTimeline
Trueblood Wealth Management, LLC10,796$594K0.21%+11513F-HRTimeline
Cambridge Investment Research Advisors,…9,222$508K<0.01%+3,66713F-HR/ATimeline
IHT Wealth Management, LLC8,722$480K0.01%-10,03313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,761$427K0.01%+6,21113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,680$423K<0.01%+3,64813F-HRTimelineGroup
Leelyn Smith, LLC7,644$421K0.05%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,019$386K<0.01%-6013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,301$237K<0.01%-4,20913F-HRTimelineGroup
Keating Financial Advisory Services, In…4,240$233K0.03%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,969$219K<0.01%+313F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP3,835$211K<0.01%-10013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,656$201K<0.01%-5013F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,315$183K<0.01%-2,33013F-HRTimelineGroup
Global Retirement Partners, LLC2,513$138K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC1,300$71.6K<0.01%013F-HRTimeline
IFP Advisors, Inc1,204$66.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…780$42.9K<0.01%+313F-HRTimeline
Advantage Trust Co600$33K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC543$29.9K<0.01%-39713F-HRTimelineGroup
Capital Investment Advisory Services, L…530$29.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.500$27.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO427$23.9K<0.01%-2,26313F-HRTimelineGroup
Arax Advisory Partners320$17.6K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…219$12.1K<0.01%+113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC212$11.7K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC209$11.5K0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN178$9.78K<0.01%+17813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP112$6.25K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd82$4.51K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/14$1K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.