Sunbelt Securities, Inc. PXI β€” INVESCO EXCHANGE TRADED FD T

Ownership history in Sunbelt Securities, Inc.  Β·  5 quarters on record

AI Ownership Summary

Sunbelt Securities, Inc. reported INVESCO EXCHANGE TRADED FD T (PXI) in 5 quarterly 13F filings from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows PXI at 0.03% 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 PXI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sunbelt Securities, 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 Q3

PXI was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 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.

How Sunbelt Securities, Inc. held PXI β€” position size vs. price
% of Fund (quarterly)    PXI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 42.7% -2.8% βœ… 9,770 -7,271 -42.7% 0.03% $458K 2025-11-19 $46.28
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Sunbelt Securities, Inc. and PXI

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

How long has Sunbelt Securities, Inc. reported owning PXI?

Sunbelt Securities, Inc. reported PXI across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported PXI position in Sunbelt Securities, Inc.'s portfolio?

The largest reported portfolio weight for PXI was 0.03% in 2025 Q3.

What is the latest reported PXI position on this page?

The most recent filing on this page is 2025 Q3, when Sunbelt Securities, Inc. reported 9,770 shares, equal to 0.03% of portfolio, with an estimated market value of $458K.

What does the chart on this PXI ownership page compare?

The chart compares Sunbelt Securities, Inc.'s quarterly PXI 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.

How well did Sunbelt Securities, Inc. time their PXI position?

Based on 13F filing dates vs. subsequent PXI price moves, Sunbelt Securities, Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on PXI relative to SPY over the holding period was +24.7%.

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