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Disclosery

PXI INVESCO EXCHANGE TRADED FD T

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DORSEY WRGT ENRG (fund)

33 managers (33 13F filers) reported a position in PXI shares at 2025-06-30, 440,374 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
33
13F filers
33
New
3
Added
9
Reduced
14
Sold out
2
Shares held by filers
440,374

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY105,129$4.53M<0.01%-6,84313F-HRTimelineGroup
Clear Creek Financial Management, LLC59,751$2.58M0.25%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/58,870$2.54M<0.01%-2,51413F-HRTimelineGroup
LPL Financial LLC38,149$1.65M<0.01%-2,29813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN29,799$1.29M<0.01%-59,87913F-HRTimelineGroup
UBS Group AGin group UBS Group AG25,232$1.09M<0.01%-1613F-HRTimelineGroup
Cetera Investment Advisers18,970$818K<0.01%-2,74313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,107$781K<0.01%-47113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,018$777K<0.01%+8,68713F-HRTimelineGroup
Kingsview Wealth Management, LLC13,597$586K0.01%-2,08013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13,374$577K0.02%+4,43113F-HRTimelineGroup
Trueblood Wealth Management, LLC9,763$421K0.18%+1,14013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,529$325K<0.01%-24113F-HRTimelineGroup
Janney Montgomery Scott LLC6,246$269K<0.01%-3,47713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,490$237K<0.01%+67413F-HRTimelineGroup
Global Retirement Partners, LLC2,513$108K<0.01%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,366$102K<0.01%+51213F-HR/ATimelineGroup
IFP Advisors, Inc1,203$51.9K<0.01%+113F-HRTimeline
Farther Finance Advisors, LLC1,100$47.4K<0.01%-16713F-HRTimeline
Steward Partners Investment Advisory, L…1,075$46.4K<0.01%+513F-HRTimeline
NewEdge Advisors, LLC980$42.3K<0.01%013F-HRTimeline
Advantage Trust Co600$25.9K0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…530$22.9K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.500$21.6K<0.01%-25013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…448$19.3K<0.01%-1,06713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA372$16K<0.01%+2013F-HR/ATimelineGroup
FMR LLCin group FMR LLC312$13.5K<0.01%+27713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO130$5.61K<0.01%-7513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP112$4.84K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd82$3.54K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/14$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Park Square Financial Group, LLC13$561<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.