Bessemer Group
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Bessemer Group’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Bessemer Group’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
Q1 		– Sell
-68
Closed -$3K – 2679
2024
Q4 		$3K Hold
68
– – ﹤0.01% 2149
2024
Q3 		$3K Buy
+68
New +$3.09K ﹤0.01% 2120

Other funds holding PXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bessemer Group's PXI Position: Q1 2025 in Review

Bessemer Group sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2025, closing a stake of 68 shares — an estimated $3K sold.

Bessemer Group first reported a position in PXI in Q3 2024 and held it in 2 quarters. The position peaked at $3K in Q4 2024. 30 funds tracked by Wall St. Rank hold PXI as of Q1 2025.

  • Bessemer Group reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Bessemer Group sold 68 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2025, an estimated $3K.
  • Bessemer Group first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q3 2024 and held it in 2 quarters.
  • Bessemer Group's Invesco Dorsey Wright Energy Momentum ETF position peaked at $3K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.