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PXJ INVESCO EXCHANGE TRADED FD T

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CMN (fund)

27 managers (27 13F filers) reported a position in PXJ shares at 2025-03-31, 369,004 shares in all. 6 filers opened a position and 8 filers sold out during the quarter.

Managers
27
13F filers
27
New
6
Added
5
Reduced
6
Sold out
8
Shares held by filers
369,004

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
UBS Group AGin group UBS Group AG70,251$1.8M<0.01%-19,39713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC51,925$1.33M<0.01%-1,20813F-HR/ATimelineGroup
LPL Financial LLC46,528$1.19M<0.01%-48,52113F-HRTimeline
Outlook Wealth Advisors, LLC42,751$1.1M0.3%+10,39013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC40,715$1.04M0.65%new13F-HRTimeline
Prospera Financial Services Inc22,409$575K0.01%+3,03713F-HRTimeline
Comprehensive Financial Consultants Ins…20,544$527K0.19%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…18,169$466K0.01%-7,97113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY13,619$349K<0.01%-3,59713F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.12,585$323K0.01%+2,81213F-HRTimelineGroup
IHT Wealth Management, LLC9,286$238K0.01%new13F-HRTimeline
Advisor Resource Council8,255$212K0.02%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,152$209K<0.01%-2,37213F-HRTimelineGroup
HighMark Wealth Management LLC1,540$39.5K0.02%+313F-HRTimeline
CWM, LLCin group CWM, LLC828$21K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC296$7.59K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.270$6.92K<0.01%+19313F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC200$5.13K<0.01%013F-HR/ATimelineGroup
PRIVATE TRUST CO NA183$4.69K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA146$4K<0.01%013F-HR/ATimelineGroup
MassMutual Private Wealth & Trust, FSB150$3.85K<0.01%013F-HRTimeline
IFP Advisors, Inc80$2.05K<0.01%013F-HRTimeline
CoreCap Advisors, LLC70$1.79K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP50$1.28K<0.01%013F-HRTimeline
Creekmur Asset Management LLC1$37<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$27<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.