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Disclosery

PXI INVESCO EXCHANGE TRADED FD T

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DORSEY WRGT ENRG (fund)

43 managers (43 13F filers) reported a position in PXI shares at 2026-03-31, 716,933 shares in all. 12 filers opened a position and 3 filers sold out during the quarter.

Managers
43
13F filers
43
New
12
Added
10
Reduced
10
Sold out
3
Shares held by filers
716,933

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…259,739$15.5M1.32%+259,42113F-HRTimelineGroup
Janney Montgomery Scott LLC110,613$6.59M0.02%+105,10813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY57,183$3.41M<0.01%-10,86813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/46,068$2.74M<0.01%+10,93013F-HRTimelineGroup
LPL Financial LLC44,007$2.62M<0.01%+8,40513F-HRTimeline
IHT Wealth Management, LLC18,755$1.12M0.03%-2,82813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,661$1.11M<0.01%+6,76413F-HRTimelineGroup
AlphaCore Capital LLC17,545$1.04M0.02%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,676$934K<0.01%-16,83413F-HRTimelineGroup
Cetera Investment Advisers14,771$880K<0.01%-1,35613F-HRTimeline
Kingsview Wealth Management, LLC13,557$807K0.01%-4013F-HRTimeline
Trueblood Wealth Management, LLC10,681$636K0.25%+29613F-HRTimeline
Advisory Services Network, LLC9,787$583K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,840$526K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,510$507K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,079$422K<0.01%+6,70613F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED5,965$355K0.03%new13F-HRTimeline
UBS Group AGin group UBS Group AG5,645$336K<0.01%-3,16313F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,555$331K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…4,240$252K0.04%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,032$240K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,966$236K<0.01%-3,58113F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP3,935$234K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,922$234K<0.01%+2,16413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,706$221K<0.01%new13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,690$162K<0.01%+2,56013F-HR/ATimelineGroup
Sound Income Strategies, LLC2,623$152K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,550$92.3K<0.01%-3,19613F-HRTimelineGroup
Cherry Tree Wealth Management, LLC1,300$77.4K0.02%013F-HRTimeline
Farther Finance Advisors, LLC1,300$75.2K<0.01%013F-HRTimeline
IFP Advisors, Inc1,204$71.7K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC940$56K<0.01%+62913F-HRTimelineGroup
Steward Partners Investment Advisory, L…777$46.3K<0.01%-30913F-HRTimeline
Capital Investment Advisory Services, L…530$31.6K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.500$29.8K<0.01%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC413$24.6K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…218$13K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC212$12.6K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP112$6.89K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd82$4.88K<0.01%013F-HRTimeline
MAI Capital Management30$1.79K<0.01%new13F-HRTimeline
HORIZON BANCORP INC /IN/14$1K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$19<0.01%-15,40913F-HR/ATimelineGroupAmount filed as zero, left out of ratios.