Financial Advocates Investment Management Invesco Exchange Traded Fd Tr Transaction History

Financial Advocates Investment Management

$1.37 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	BUY	N/A	3 Added 0.34%	878 $0
Q3 2018 Nov 14, 2018	BUY	N/A	875 New	875 $0

Others Institutions Holding PXI

# of Institutions

37

Shares Held

571K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

112K
Shares

$4.63 Million
0.0% of portfolio
One Plus One Wealth Management, LLC

93.4K
Shares

$3.86 Million
2.95% of portfolio
Wells Fargo & Company San Francisco, CA

89.7K
Shares

$3.71 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

61.4K
Shares

$2.54 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

40.4K
Shares

$1.67 Million
0.0% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker PXI
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.