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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 2025-12-31, 312,884 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
35
13F filers
35
New
4
Added
10
Reduced
9
Sold out
2
Shares held by filers
312,884

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY68,051$3.08M<0.01%-1,36913F-HR/ATimelineGroup
LPL Financial LLC35,602$1.61M<0.01%-41013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/35,138$1.59M<0.01%+1,11713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC32,510$1.47M<0.01%+2,04613F-HR/ATimelineGroup
IHT Wealth Management, LLC21,583$976K0.02%new13F-HRTimeline
Cetera Investment Advisers16,127$729K<0.01%-24613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,409$697K<0.01%-11,76913F-HRTimelineGroup
Kingsview Wealth Management, LLC13,597$615K0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,897$538K<0.01%+3713F-HRTimelineGroup
Trueblood Wealth Management, LLC10,385$470K0.18%+4713F-HRTimeline
UBS Group AGin group UBS Group AG8,808$398K<0.01%-4,00113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,547$341K<0.01%+913F-HRTimelineGroup
Janney Montgomery Scott LLC5,505$249K<0.01%+6313F-HRTimeline
Clear Creek Financial Management, LLC4,887$221K0.02%-80,79813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,746$215K0.01%-6,19113F-HRTimelineGroup
Keating Financial Advisory Services, In…4,240$192K0.03%13F-HRTimeline
Sound Income Strategies, LLC2,623$126K0.01%new13F-HRTimeline
Global Retirement Partners, LLC2,513$114K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,758$79.6K<0.01%-34613F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC1,500$67.8K<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC1,300$58.8K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,300$58.8K<0.01%+20013F-HRTimeline
IFP Advisors, Inc1,204$54.5K<0.01%+113F-HRTimeline
Steward Partners Investment Advisory, L…1,086$49.1K<0.01%-9413F-HRTimeline
NewEdge Advisors, LLC980$44.3K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…530$24K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.500$22.6K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA373$17K<0.01%+613F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…318$14.4K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC311$14.1K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…218$9.87K<0.01%+113F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO130$5.88K<0.01%013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP112$5.07K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd82$3.71K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/14$1K<0.01%013F-HRTimeline