American State Bank (Iowa)’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

American State Bank (Iowa)’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
2024 Q1	–	Sell	-1,932	Closed	-$86.3K	–	271
2023 Q4	$86.3K	Hold	1,932	–	–	0.06%	168
2023 Q3	$89.3K	Hold	1,932	–	–	0.06%	157
2023 Q2	$76.4K	Hold	1,932	–	–	0.05%	171
2023 Q1	$77K	Hold	1,932	–	–	0.06%	173
2022 Q4	$83.5K	Hold	1,932	–	–	0.06%	165
2022 Q3	$75.9K	Hold	1,932	–	–	0.07%	168
2022 Q2	$73.8K	Hold	1,932	–	–	0.06%	171
2022 Q1	$82.5K	Hold	1,932	–	–	0.06%	173
2021 Q4	$59.1K	Hold	1,932	–	–	0.04%	187
2021 Q3	$59.7K	Hold	1,932	–	–	0.05%	184
2021 Q2	$59.1K	Hold	1,932	–	–	0.05%	185
2021 Q1	$47.9K	Sell	1,932 -914	-32%	-$21.4K	0.04%	194
2020 Q4	$50.1K	Buy	+2,846	New	+$43.2K	0.05%	183

Other funds holding PXI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

American State Bank (Iowa)'s PXI Position: Q1 2024 in Review

American State Bank (Iowa) sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2024, closing a stake of 1,932 shares — an estimated $86.3K sold.

American State Bank (Iowa) first reported a position in PXI in Q4 2020 and held it in 13 quarters. The position peaked at $89.3K in Q3 2023. 38 funds tracked by Wall St. Rank hold PXI as of Q1 2024.

American State Bank (Iowa) reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 1,932 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2024, an estimated $86.3K.
American State Bank (Iowa) first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2020 and held it in 13 quarters.
American State Bank (Iowa)'s Invesco Dorsey Wright Energy Momentum ETF position peaked at $89.3K in Q3 2023.
38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.