Advisors Preferred’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Advisors Preferred’s Portfolio PXI Stock Details PXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.6K	Buy	+413	New	+$21.9K	﹤0.01%	206
2023 Q2	–	Sell	-289	Closed	-$12.1K	–	242
2023 Q1	$12.1K	Buy	+289	New	+$12.3K	﹤0.01%	167
2022 Q4	–	Sell	-136	Closed	-$6K	–	217
2022 Q3	$6K	Sell	136 -34	-20%	-$1.41K	﹤0.01%	142
2022 Q2	$6K	Buy	+170	New	+$7.54K	﹤0.01%	138
2022 Q1	–	Sell	-1,231	Closed	-$39K	–	203
2021 Q4	$39K	Buy	+1,231	New	+$39.9K	﹤0.01%	155
2018 Q4	–	Sell	-302	Closed	-$13K	–	200
2018 Q3	$13K	Buy	+302	New	+$12.9K	0.01%	180
2017 Q1	–	Sell	-96	Closed	-$4K	–	259
2016 Q4	$4K	Buy	+96	New	+$4.05K	﹤0.01%	183
2014 Q3	–	Sell	-636	Closed	-$41.5K	–	342
2014 Q2	$41.5K	Sell	636 -21,165	-97%	-$1.28M	0.02%	164
2014 Q1	$1.26M	Buy	21,801 +17,096	+363%	+$934K	0.58%	61
2013 Q4	$261K	Buy	+4,705	New	+$252K	0.14%	91

Other funds holding PXI

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advisors Preferred's PXI Position: Q1 2026 in Review

Advisors Preferred opened a new position in Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2026: 413 shares worth $24.6K. The stake represents ﹤0.01% of the portfolio and ranks #206 among its holdings. This is a return to the name: Advisors Preferred previously reported a position in PXI as recently as Q1 2023.

Advisors Preferred first reported a position in PXI in Q4 2013 and has held it in 10 quarters since. The position peaked at $1.26M in Q1 2014. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

Advisors Preferred held 413 shares of Invesco Dorsey Wright Energy Momentum ETF worth $24.6K as of Q1 2026.
Invesco Dorsey Wright Energy Momentum ETF was a new Advisors Preferred position in Q1 2026.
Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of Advisors Preferred's portfolio in Q1 2026, its #206 holding.
Advisors Preferred first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2013 and has held it in 10 quarters since.
Advisors Preferred's Invesco Dorsey Wright Energy Momentum ETF position peaked at $1.26M in Q1 2014.
42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.