Public ownership evidence

Invesco Energy Exploration & Production ETF (PXE) Ownership Disclosures

Read PXE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Invesco Energy Exploration & Production ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Copia Wealth Management
Report period
2026-06-30
Available
2026-08-19
Reported shares
1,131
Value (USD)
$38,318
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002058771-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PXE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PXE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Copia Wealth Management2026-06-302026-08-191,131$38,318None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15357$12,095None
KKM Financial LLC2026-06-302026-08-157,027$238,075None
Foundations Investment Advisors, LLC2026-06-302026-08-1539,687$1,344,596None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,985$67,252None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,453$218,625None
HRT FINANCIAL LP2026-06-302026-08-1516,336$553,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1512,749$431,936None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1512,009$406,865None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-153,243$110,230None
ROYAL BANK OF CANADA2026-06-302026-08-15132$4,000None
ROYAL BANK OF CANADA2026-06-302026-08-15997$34,000None
CITADEL ADVISORS LLC2026-06-302026-08-156,993$236,923None
IHT Wealth Management, LLC2026-06-302026-08-1518,026$610,722None
TWO SIGMA SECURITIES, LLC2026-06-302026-08-158,058$273,005None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1546,500$1,575,420None
GOLDMAN SACHS GROUP INC2026-06-302026-08-158,526$288,861None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1524,418$827,267None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1529,512$999,867None
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$14None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1522$745None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1547,589$1,612,331None
TOP Private Wealth LLC.2026-06-302026-08-14110$3,727None
Rockefeller Capital Management L.P.2026-06-302026-08-14341$11,571None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14200$6,776None
UBS Group AG2026-06-302026-08-141,143$38,725None
UBS Group AG2026-06-302026-08-1415,774$534,423None
Mariner, LLC2026-06-302026-08-146,423$217,611None
BNP PARIBAS FINANCIAL MARKETS2026-06-302026-08-1410,000$338,800None
MORGAN STANLEY2026-06-302026-08-141,593$53,995None
MORGAN STANLEY2026-06-302026-08-14138,340$4,686,959None
FMR LLC2026-06-302026-08-14556$18,827None
HighMark Wealth Management LLC2026-06-302026-08-13400$13,552None
Strategic Wealth Partners, Ltd.2026-06-302026-08-13363$12,298None
Cetera Investment Advisers2026-06-302026-08-13113,235$3,836,402None
Aptus Capital Advisors, LLC2026-06-302026-08-13177$5,997None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13500$16,940None
Tower Research Capital LLC (TRC)2026-06-302026-08-1216,524$559,833None
Atlantic Union Bankshares Corp2026-06-302026-08-123,809$129,044None
Essex Financial Services, Inc.2026-06-302026-08-1128,367$961,060None
Arax Advisory Partners2026-06-302026-08-112,200$74,536None
LPL Financial LLC2026-06-302026-08-0851,355$1,739,901None
Global Retirement Partners, LLC2026-06-302026-08-077,337$248,586None
PCG Wealth Advisors, LLC2026-06-302026-08-0410,390$352,013None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-048,233$278,937None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3112,871$436,000None
HAZLETT, BURT & WATSON, INC.2026-06-302026-07-31250$8,000None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-306,325$214,290None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2812,871$436,000None
SIGNATUREFD, LLC2026-06-302026-07-25500$16,940None

90-day public filing window, up to 50 source positions.

Copia Wealth Management ↗Federation des caisses Desjardins du Quebec ↗KKM Financial LLC ↗Foundations Investment Advisors, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗HRT FINANCIAL LP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗JONES FINANCIAL COMPANIES LLLP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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