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Disclosery

PXI INVESCO EXCHANGE TRADED FD T

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DORSEY WRGT ENRG (fund)

35 managers (35 13F filers) reported a position in PXI shares at 2024-12-31, 695,110 shares in all. 2 filers opened a position and 6 filers sold out during the quarter.

Managers
35
13F filers
35
New
2
Added
6
Reduced
15
Sold out
6
Shares held by filers
695,110

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 STANLEY123,551$5.48M<0.01%-48,97213F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC103,245$4.58M<0.01%+47,36913F-HRTimelineGroup
ONE PLUS ONE WEALTH MANAGEMENT, LLC94,258$4.18M2.46%-2,43513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN93,096$4.13M<0.01%-4,00413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/72,875$3.23M<0.01%-2,94213F-HRTimelineGroup
LPL Financial LLC47,218$2.09M<0.01%+2,81113F-HRTimeline
IHT Wealth Management, LLC35,917$1.59M0.05%+1,52113F-HRTimeline
Cetera Investment Advisers22,413$994K<0.01%-2,26113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,960$885K<0.01%13F-HR/ATimelineGroup
Kingsview Wealth Management, LLC17,727$786K0.02%013F-HRTimeline
UBS Group AGin group UBS Group AG17,616$781K<0.01%-9,74813F-HRTimelineGroup
Janney Montgomery Scott LLC9,769$433K<0.01%-1,31513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,763$344K<0.01%-59313F-HRTimelineGroup
Trueblood Wealth Management, LLC5,393$239K0.12%new13F-HRTimeline
Cambridge Investment Research Advisors,…5,141$228K<0.01%-38413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,510$200K<0.01%-4,31113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,191$186K<0.01%-3,52013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,775$123K<0.01%-74513F-HR/ATimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,700$76K0.01%-1113F-HRTimelineGroup
IFP Advisors, Inc1,151$51K<0.01%+113F-HRTimeline
Global Retirement Partners, LLC1,013$44.9K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC980$43.5K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.750$33.3K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…530$23.5K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA357$16K<0.01%+1513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO331$14.7K<0.01%-28513F-HRTimelineGroup
Archer Investment Corp284$12.6K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…194$8K0.01%+113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC144$6.41K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd82$3.64K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC68$3K<0.01%013F-HRTimelineGroup
HORIZON BANCORP INC /IN/60$3K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC35$1.55K<0.01%-1313F-HRTimelineGroup
Park Square Financial Group, LLC13$577<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.