MinichMacGregor Wealth Management, LLC PXJ — INVESCO EXCHANGE TRADED FD T

Ownership history in MinichMacGregor Wealth Management, LLC  ·  3 quarters on record

AI Ownership Summary

MinichMacGregor Wealth Management, LLC reported INVESCO EXCHANGE TRADED FD T (PXJ) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q3. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows PXJ at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PXJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MinichMacGregor Wealth Management, LLC's position in INVESCO EXCHANGE TRADED FD T, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

PXJ was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PXJ stock page MinichMacGregor Wealth Management, LLC fund profile MinichMacGregor Wealth Management, LLC full holdings
How MinichMacGregor Wealth Management, LLC held PXJ — position size vs. price
% of Fund (quarterly)    PXJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 7,270 -1,805 -19.9% 0.05% $316K 2026-10-14 $44.64
2026 Q1 REDUCED 20.5% -5.9% ✅ 9,075 -2,346 -20.5% 0.07% $376K 2026-04-20 $40.86
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PXJ

As of 2026 Q3 — sorted by position size

Comprehensive Financial Consultants Institutional, Inc. 3Y 0.17% Hennion & Walsh Asset Management, Inc. 3Y 0.02% Sound Income Strategies, LLC 3Y 7Y 0.01% INDEPENDENT FINANCIAL GROUP, LLC 0.01% DAVENPORT & Co LLC 3Y 7Y 0.0%

FAQ About MinichMacGregor Wealth Management, LLC and PXJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has MinichMacGregor Wealth Management, LLC reported owning PXJ?

MinichMacGregor Wealth Management, LLC reported PXJ across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q3.

What was the largest reported PXJ position in MinichMacGregor Wealth Management, LLC's portfolio?

The largest reported portfolio weight for PXJ was 0.07% in 2026 Q1.

What is the latest reported PXJ position on this page?

The most recent filing on this page is 2026 Q3, when MinichMacGregor Wealth Management, LLC reported 7,270 shares, equal to 0.05% of portfolio, with an estimated market value of $316K.

What does the chart on this PXJ ownership page compare?

The chart compares MinichMacGregor Wealth Management, LLC's quarterly PXJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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