Clear Creek Financial Management’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Clear Creek Financial 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
2026 Q1	–	Sell	-4,887	Closed	-$221K	–	639
2025 Q4	$221K	Sell	4,887 -80,798	-94%	-$3.77M	0.02%	541
2025 Q3	$4.02M	Buy	85,685 +25,934	+43%	+$1.13M	0.35%	57
2025 Q2	$2.58M	Buy	+59,751	New	+$2.44M	0.25%	92

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

Clear Creek Financial Management's PXI Position: Q1 2026 in Review

Clear Creek Financial Management sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2026, closing a stake of 4,887 shares — an estimated $221K sold.

Clear Creek Financial Management first reported a position in PXI in Q2 2025 and held it in 3 quarters. The position peaked at $4.02M in Q3 2025. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

Clear Creek Financial Management reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2026 after selling out during the quarter.
Clear Creek Financial Management sold 4,887 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2026, an estimated $221K.
Clear Creek Financial Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2025 and held it in 3 quarters.
Clear Creek Financial Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $4.02M in Q3 2025.
42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.