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Get Institutions for : 
Invesco Dynamic Energy Exploration And Production ETF (PXE)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    2
Total shares held : 
 1,515,968  
% of shares held : 
 4.39%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -13  
Amount of shares held : 
 -559,429  
% of shares held change : 
   -1.62%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 32,659
 2.15%
 
Increased Positions :
13
 56,314
 3.71%
 
Unchanged Positions :
13
 35,901
 2.37%
 
Decreased Positions :
24
-443,365
-29.25%
 
Closed Positions :
10
-205,037
-13.53%
 
Guru Positions :
1
1,000
 0.07%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 2666 - 2024-03-31 212,736 $7,616,000 2,604
   COMMONWEALTH EQUITY SERVICES LLC. 1120 - 2024-03-31 147,998 $5,298,000 88,990
   One + One Wealth Management LLC 14 - 2024-03-31 131,958 $4,724,000 3,956
   Anfield Capital Management LLC 20 - 2024-03-31 63,601 $2,277,000 4,368
   Cetera Investment Advisers 1774 - 2024-03-31 41,072 $1,470,000 41,072
   FINANCIAL NETWORK 1225 - 2024-03-31 39,169 $1,402,000 18,895
   Private Advisor Group LLC 1023 - 2024-03-31 36,210 $1,296,000 2,740
   ESSEX FINANCIAL SERVICES INC 196 - 2024-03-31 30,028 $1,075,000 856
   SCHMIDT P J INVESTMENT MANAGEMENT INC 80 - 2024-03-31 22,828 $817,000 992
   SANDY SPRING BANK 251 - 2024-03-31 20,441 $732,000 95
   ROYAL BANK OF CANADA 3410 - 2024-03-31 15,031 $538,000 7,621
   KKM Financial LLC 94 - 2024-03-31 13,999 $501,000 1,000
   Brookstone Capital Management 625 - 2024-03-31 13,592 $487,000 2,835
   Goss Wealth Management LLC 1549 - 2024-03-31 9,587 $343,000 8,577
   IHT Wealth Management LLC 767 - 2024-03-31 9,205 $330,000 285
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2851 - 2024-03-31 6,725 $241,000 6,725
   WELLS FARGO & CO/MN 4281 - 2024-03-31 3,015 $108,000 14
   HARBOUR INVESTMENTS INC. 1672 - 2023-12-31 999 $31,000 8
   PRIVATE TRUST CO NA 1425 - 2024-03-31 550 $20,000 36
  19 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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