Invesco Dorsey Wright Energy ETF(PXI)

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Invesco Dorsey Wright Energy ETF(PXI)

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$56.78—

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PXI(PXI)

PXI

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 59 Institutional Holders

Holder	Shares	Date	Change	% Held
Transamerica Financial Advisors, Inc.	259.74K	Mar 31, 26	+259.42K	32.45%
Janney Montgomery Scott LLC	110.61K	Mar 31, 26	+105.11K	13.82%
MORGAN STANLEY	57.18K	Mar 31, 26	-10.87K	7.14%
BANK OF AMERICA CORP /DE/	46.07K	Mar 31, 26	+10.93K	5.76%
LPL Financial LLC	44.01K	Mar 31, 26	+8.40K	5.50%
IHT Wealth Management, LLC	18.75K	Mar 31, 26	-2.83K	2.34%
RAYMOND JAMES FINANCIAL INC	18.66K	Mar 31, 26	+6.76K	2.33%
AlphaCore Capital LLC	17.55K	Mar 31, 26	+17.55K	2.19%
GOLDMAN SACHS GROUP INC	15.68K	Mar 31, 26	-16.83K	1.96%
Cetera Investment Advisers	14.77K	Mar 31, 26	-1.36K	1.85%
Kingsview Wealth Management, LLC	13.56K	Mar 31, 26	-40	1.69%
Trueblood Wealth Management, LLC	10.68K	Mar 31, 26	+296	1.33%
Advisory Services Network, LLC	9.79K	Mar 31, 26	+9.79K	1.22%
CITADEL ADVISORS LLC	8.84K	Mar 31, 26	+8.84K	1.10%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	8.51K	Mar 31, 26	+8.51K	1.06%
ROYAL BANK OF CANADA	7.08K	Mar 31, 26	+6.71K	0.88%
SILVER OAK SECURITIES, INCORPORATED	5.96K	Mar 31, 26	+5.96K	0.75%
UBS Group AG	5.64K	Mar 31, 26	-3.16K	0.71%
Cambridge Investment Research Advisors, Inc.	5.55K	Mar 31, 26	+5.55K	0.69%
ENVESTNET ASSET MANAGEMENT INC	4.03K	Mar 31, 26	+4.03K	0.50%
TRUIST FINANCIAL CORP	3.97K	Mar 31, 26	-3.58K	0.50%
PEAPACK GLADSTONE FINANCIAL CORP	3.94K	Mar 31, 26	+3.94K	0.49%
ADVISOR GROUP HOLDINGS, INC.	3.92K	Mar 31, 26	+2.16K	0.49%
AMERIPRISE FINANCIAL INC	3.71K	Mar 31, 26	+3.71K	0.46%
JPMORGAN CHASE & CO	2.69K	Mar 31, 26	+2.56K	0.34%
Sound Income Strategies, LLC	2.62K	Mar 31, 26	--	0.33%
Tower Research Capital LLC (TRC)	1.55K	Mar 31, 26	-3.20K	0.19%
Cherry Tree Wealth Management, LLC	1.30K	Mar 31, 26	--	0.16%
Farther Finance Advisors, LLC	1.30K	Mar 31, 26	--	0.16%
IFP Advisors, Inc	1.20K	Mar 31, 26	--	0.15%
FMR LLC	940	Mar 31, 26	+629	0.12%
Steward Partners Investment Advisory, LLC	777	Mar 31, 26	-309	0.10%
Capital Investment Advisory Services, LLC	530	Mar 31, 26	--	0.07%
Geneos Wealth Management Inc.	500	Mar 31, 26	--	0.06%
Advisors Preferred, LLC	413	Mar 31, 26	+413	0.05%
Rockefeller Capital Management L.P.	218	Mar 31, 26	--	0.03%
ASSETMARK, INC	212	Mar 31, 26	+212	0.03%
Western Wealth Management, LLC	150	Mar 31, 26	+150	0.02%
JONES FINANCIAL COMPANIES LLLP	112	Mar 31, 26	--	0.01%
Qube Research & Technologies Ltd	82	Mar 31, 26	--	0.01%
MAI Capital Management	30	Mar 31, 26	+30	0.00%
HORIZON BANCORP INC /IN/	14	Mar 31, 26	--	0.00%
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-1.50K	--
Clear Creek Financial Management, LLC	--	Mar 31, 26	-4.89K	--
WELLS FARGO & COMPANY/MN	--	Mar 31, 26	-15.41K	--
NewEdge Advisors, LLC	--	Mar 31, 26	-980	--
Global Retirement Partners, LLC	2.51K	Dec 31, 25	--	0.31%
Householder Group Estate & Retirement Specialist, LLC	194	Dec 31, 24	+1	0.02%
Raymond James Financial Services Advisors, Inc.	14.81K	Sep 30, 24	-2.19K	1.85%
RAYMOND JAMES & ASSOCIATES	6.37K	Sep 30, 24	-98	0.80%
Cetera Advisor Networks LLC	25.40K	Mar 31, 24	-2.86K	3.17%
Ten Capital Wealth Advisors, LLC	--	Jun 30, 23	-295	--
Quantitative Advantage, LLC	5.33K	Mar 31, 23	--	0.67%
American Portfolios Advisors	100	Sep 30, 22	--	0.01%
MURPHY CAPITAL MANAGEMENT INC	5.48K	Jun 30, 22	+340	0.68%
NEXT Financial Group, Inc	8.71K	Dec 31, 21	+8.48K	1.09%
Advisor Group, Inc.	5.85K	Dec 31, 19	+2	0.73%
LADENBURG THALMANN FINANCIAL SERVICES INC.	1.22K	Dec 31, 19	--	0.15%
NEXT Financial Holdings	300	Mar 31, 19	+300	0.04%

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Holder

Date

Change

% Held

Transamerica Financial Advisors, Inc.

259.74K

Mar 31, 26

+259.42K

32.45%

Janney Montgomery Scott LLC

110.61K

Mar 31, 26

+105.11K

13.82%

MORGAN STANLEY

57.18K

Mar 31, 26

-10.87K

7.14%

BANK OF AMERICA CORP /DE/

46.07K

Mar 31, 26

+10.93K

5.76%

LPL Financial LLC

44.01K

Mar 31, 26

+8.40K

5.50%

IHT Wealth Management, LLC

18.75K

Mar 31, 26

-2.83K

2.34%

RAYMOND JAMES FINANCIAL INC

18.66K

Mar 31, 26

+6.76K

2.33%

AlphaCore Capital LLC

17.55K

Mar 31, 26

+17.55K

2.19%

GOLDMAN SACHS GROUP INC

15.68K

Mar 31, 26

-16.83K

1.96%

Cetera Investment Advisers

14.77K

Mar 31, 26

-1.36K

1.85%

Kingsview Wealth Management, LLC

13.56K

Mar 31, 26

-40

1.69%

Trueblood Wealth Management, LLC

10.68K

Mar 31, 26

+296

1.33%

Advisory Services Network, LLC

9.79K

Mar 31, 26

+9.79K

1.22%

CITADEL ADVISORS LLC

8.84K

Mar 31, 26

+8.84K

1.10%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

8.51K

Mar 31, 26

+8.51K

1.06%

ROYAL BANK OF CANADA

7.08K

Mar 31, 26

+6.71K

0.88%

SILVER OAK SECURITIES, INCORPORATED

5.96K

Mar 31, 26

+5.96K

0.75%

UBS Group AG

5.64K

Mar 31, 26

-3.16K

0.71%

Cambridge Investment Research Advisors, Inc.

5.55K

Mar 31, 26

+5.55K

0.69%

ENVESTNET ASSET MANAGEMENT INC

4.03K

Mar 31, 26

+4.03K

0.50%

TRUIST FINANCIAL CORP

3.97K

Mar 31, 26

-3.58K

0.50%

PEAPACK GLADSTONE FINANCIAL CORP

3.94K

Mar 31, 26

+3.94K

0.49%

ADVISOR GROUP HOLDINGS, INC.

3.92K

Mar 31, 26

+2.16K

0.49%

AMERIPRISE FINANCIAL INC

3.71K

Mar 31, 26

+3.71K

0.46%

JPMORGAN CHASE & CO

2.69K

Mar 31, 26

+2.56K

0.34%

Sound Income Strategies, LLC

2.62K

Mar 31, 26

0.33%

Tower Research Capital LLC (TRC)

1.55K

Mar 31, 26

-3.20K

0.19%

Cherry Tree Wealth Management, LLC

1.30K

Mar 31, 26

0.16%

Farther Finance Advisors, LLC

1.30K

Mar 31, 26

0.16%

IFP Advisors, Inc

1.20K

Mar 31, 26

0.15%

FMR LLC

940

Mar 31, 26

+629

0.12%

Steward Partners Investment Advisory, LLC

777

Mar 31, 26

-309

0.10%

Capital Investment Advisory Services, LLC

530

Mar 31, 26

0.07%

Geneos Wealth Management Inc.

500

Mar 31, 26

0.06%

Advisors Preferred, LLC

413

Mar 31, 26

+413

0.05%

Rockefeller Capital Management L.P.

218

Mar 31, 26

0.03%

ASSETMARK, INC

212

Mar 31, 26

+212

0.03%

Western Wealth Management, LLC

150

Mar 31, 26

+150

0.02%

JONES FINANCIAL COMPANIES LLLP

112

Mar 31, 26

0.01%

Qube Research & Technologies Ltd

Mar 31, 26

0.01%

MAI Capital Management

Mar 31, 26

+30

0.00%

HORIZON BANCORP INC /IN/

Mar 31, 26

0.00%

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-1.50K

Clear Creek Financial Management, LLC

Mar 31, 26

-4.89K

WELLS FARGO & COMPANY/MN

Mar 31, 26

-15.41K

NewEdge Advisors, LLC

Mar 31, 26

-980

Global Retirement Partners, LLC

2.51K

Dec 31, 25

0.31%

Householder Group Estate & Retirement Specialist, LLC

194

Dec 31, 24

0.02%

Raymond James Financial Services Advisors, Inc.

14.81K

Sep 30, 24

-2.19K

1.85%

RAYMOND JAMES & ASSOCIATES

6.37K

Sep 30, 24

-98

0.80%

Cetera Advisor Networks LLC

25.40K

Mar 31, 24

-2.86K

3.17%

Ten Capital Wealth Advisors, LLC

Jun 30, 23

-295

Quantitative Advantage, LLC

5.33K

Mar 31, 23

0.67%

American Portfolios Advisors

100

Sep 30, 22

0.01%

MURPHY CAPITAL MANAGEMENT INC

5.48K

Jun 30, 22

+340

0.68%

NEXT Financial Group, Inc

8.71K

Dec 31, 21

+8.48K

1.09%

Advisor Group, Inc.

5.85K

Dec 31, 19

0.73%

LADENBURG THALMANN FINANCIAL SERVICES INC.

1.22K

Dec 31, 19

0.15%

NEXT Financial Holdings

300

Mar 31, 19

+300

0.04%