Bellevue Asset Management’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Bellevue Asset Management’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
2025 Q2	–	Sell	-144	Closed	-$6.31K	–	484
2025 Q1	$6.31K	Hold	144	–	–	﹤0.01%	309
2024 Q4	$6.41K	Hold	144	–	–	﹤0.01%	317
2024 Q3	$6.21K	Hold	144	–	–	﹤0.01%	301
2024 Q2	$6.82K	Hold	144	–	–	﹤0.01%	288
2024 Q1	$7.05K	Hold	144	–	–	﹤0.01%	279
2023 Q4	$6.43K	Hold	144	–	–	0.01%	285
2023 Q3	$6.66K	Hold	144	–	–	﹤0.01%	275
2023 Q2	$5.69K	Hold	144	–	–	﹤0.01%	298
2023 Q1	$5.74K	Sell	144 -120	-45%	-$5.09K	﹤0.01%	305
2022 Q4	$11.3K	Hold	264	–	–	0.01%	268
2022 Q3	$11K	Hold	264	–	–	0.01%	277
2022 Q2	$10K	Hold	264	–	–	0.01%	289
2022 Q1	$11K	Hold	264	–	–	0.01%	304
2021 Q4	$8K	Sell	264 -279	-51%	-$9.04K	﹤0.01%	336
2021 Q3	$17K	Hold	543	–	–	0.01%	296
2021 Q2	$17K	Hold	543	–	–	0.01%	294
2021 Q1	$13K	Sell	543 -68	-11%	-$1.59K	0.01%	336
2020 Q4	$12K	Sell	611 -90	-13%	-$1.37K	0.01%	335
2020 Q3	$9K	Hold	701	–	–	0.01%	343
2020 Q2	$11K	Hold	701	–	–	0.01%	329
2020 Q1	$9K	Sell	701 -761	-52%	-$15.6K	0.01%	348
2019 Q4	$41K	Buy	+1,462	New	+$38.5K	0.03%	172

Other funds holding PXI

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 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

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

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

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

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

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

KWM

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

Bellevue Asset Management's PXI Position: Q2 2025 in Review

Bellevue Asset Management sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q2 2025, closing a stake of 144 shares — an estimated $6.31K sold.

Bellevue Asset Management first reported a position in PXI in Q4 2019 and held it in 22 quarters. The position peaked at $41K in Q4 2019. 32 funds tracked by Wall St. Rank hold PXI as of Q2 2025.

Bellevue Asset Management reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q2 2025 after selling out during the quarter.
Bellevue Asset Management sold 144 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2025, an estimated $6.31K.
Bellevue Asset Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2019 and held it in 22 quarters.
Bellevue Asset Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $41K in Q4 2019.
32 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2025.

Based on Bellevue Asset Management's 13F filing for Q2 2025, filed 23 Jul 2025.