Cetera Investment Advisers’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Cetera Investment Advisers’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	$880K	Sell	14,771 -1,356	-8%	-$71.8K	﹤0.01%	3015
2025 Q4	$729K	Sell	16,127 -246	-2%	-$11.5K	﹤0.01%	3112
2025 Q3	$767K	Sell	16,373 -2,597	-14%	-$114K	﹤0.01%	3020
2025 Q2	$818K	Sell	18,970 -2,743	-13%	-$112K	﹤0.01%	2554
2025 Q1	$948K	Sell	21,713 -700	-3%	-$31.4K	﹤0.01%	2300
2024 Q4	$994K	Sell	22,413 -2,261	-9%	-$105K	﹤0.01%	2165
2024 Q3	$1.06M	Sell	24,674 -1,516	-6%	-$69K	﹤0.01%	2080
2024 Q2	$1.24M	Sell	26,190 -1,699	-6%	-$81.7K	﹤0.01%	1923
2024 Q1	$1.36M	Buy	+27,889	New	+$1.26M	﹤0.01%	1830

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

KWM

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

Cetera Investment Advisers's PXI Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 8.4% in Q1 2026, selling an estimated $71.8K and leaving 14,771 shares worth $880K. The position accounts for ﹤0.01% of the portfolio, ranked #3015.

Cetera Investment Advisers first reported a position in PXI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.36M in Q1 2024. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

Cetera Investment Advisers held 14,771 shares of Invesco Dorsey Wright Energy Momentum ETF worth $880K as of Q1 2026.
Cetera Investment Advisers sold 1,356 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2026, an estimated $71.8K.
Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3015 holding.
Cetera Investment Advisers first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2024 and has held it in 9 quarters since.
Cetera Investment Advisers's Invesco Dorsey Wright Energy Momentum ETF position peaked at $1.36M in Q1 2024.
42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.