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PXI INVESCO EXCHANGE TRADED FD T

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DORSEY WRGT ENRG (fund)

31 managers (31 13F filers) reported a position in PXI shares at 2025-03-31, 537,342 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
31
13F filers
31
New
2
Added
6
Reduced
15
Sold out
4
Shares held by filers
537,342

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY111,972$4.89M<0.01%-11,57913F-HRTimelineGroup
ONE PLUS ONE WEALTH MANAGEMENT, LLC93,426$4.08M2.22%-83213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN89,678$3.92M<0.01%-3,41813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/61,384$2.68M<0.01%-11,49113F-HRTimelineGroup
LPL Financial LLC40,447$1.77M<0.01%-6,77113F-HRTimeline
UBS Group AGin group UBS Group AG25,248$1.1M<0.01%+7,63213F-HRTimelineGroup
Cetera Investment Advisers21,713$948K<0.01%-70013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,578$811K<0.01%-1,38213F-HRTimelineGroup
Kingsview Wealth Management, LLC15,677$685K0.01%-2,05013F-HRTimeline
Janney Montgomery Scott LLC9,723$425K<0.01%-4613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,331$408K<0.01%-93,91413F-HR/ATimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,943$391K0.01%+4,75213F-HRTimelineGroup
Trueblood Wealth Management, LLC8,623$377K0.17%+3,23013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,770$339K<0.01%+713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,816$210K<0.01%+30613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,854$81.1K<0.01%-92113F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,515$67K0.01%-18513F-HRTimelineGroup
Farther Finance Advisors, LLC1,267$55.9K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,202$52.5K<0.01%+5113F-HRTimeline
Steward Partners Investment Advisory, L…1,070$46.7K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC980$42.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.750$32.8K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…530$23.1K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA352$15K<0.01%-513F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO205$8.95K<0.01%-12613F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC144$6.31K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd82$3.58K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC35$1.53K<0.01%013F-HRTimelineGroup
HORIZON BANCORP INC /IN/14$1K<0.01%-4613F-HRTimeline
Park Square Financial Group, LLC13$568<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.