PXJ β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Prospera Financial Services Inc  Β·  8 quarters on record

AI Ownership Summary

Prospera Financial Services Inc reported INVESCO EXCHANGE TRADED FD T (PXJ) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows PXJ at 0.01% 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.

What this PXJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prospera Financial Services Inc'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
2025 Q4

PXJ was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Prospera Financial Services Inc held PXJ β€” position size vs. price
% of Fund (quarterly)    PXJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 18,252 -938 -4.9% 0.01% $536K 2026-02-14 (Est.) $38.76
2025 Q3 REDUCED 19,190 -1,267 -6.2% 0.01% $523K 2025-11-06 $29.23
2025 Q2 REDUCED 20,457 -1,952 -8.7% 0.01% $487K 2025-08-06 $24.73
2025 Q1 ADDED 22,409 +3,037 +15.7% 0.01% $575K 2025-05-15 $23.08
2024 Q4 ADDED 19,372 +6,278 +47.9% 0.01% $540K 2025-02-13 $27.48
2024 Q3 ADDED 13,094 +614 +4.9% 0.01% $378K 2024-11-07 $28.50
2024 Q2 ADDED 12,480 +961 +8.3% 0.01% $399K 2024-08-13 $28.43
2023 Q4 INITIATED 11,519 β€” β€” 0.01% $330K 2024-02-14 $26.27

🏒 Other funds also holding PXJ

As of 2026 Q1 β€” sorted by position size

Fulcrum Equity Management 3Y 7Y 0.41%

FAQ About Prospera Financial Services Inc and PXJ

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

How long has Prospera Financial Services Inc reported owning PXJ?

Prospera Financial Services Inc reported PXJ across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PXJ position in Prospera Financial Services Inc's portfolio?

The largest reported portfolio weight for PXJ was 0.01% in 2025 Q1.

What is the latest reported PXJ position on this page?

The most recent filing on this page is 2025 Q4, when Prospera Financial Services Inc reported 18,252 shares, equal to 0.01% of portfolio, with an estimated market value of $536K.

What does the chart on this PXJ ownership page compare?

The chart compares Prospera Financial Services Inc'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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