Fidelity Investments
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Fidelity Investments’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Fidelity Investments’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 		$56K Buy
940
+629
+202% +$33.3K ﹤0.01% 4080
2025
Q4 		$14.1K Hold
311
– – ﹤0.01% 4617
2025
Q3 		$14.6K Sell
311
-1
-0.3% -$44 ﹤0.01% 4483
2025
Q2 		$13.5K Buy
312
+277
+791% +$11.3K ﹤0.01% 4435
2025
Q1 		$1.53K Hold
35
– – ﹤0.01% 4920
2024
Q4 		$1.55K Sell
35
-13
-27% -$601 ﹤0.01% 4860
2024
Q3 		$2.07K Buy
48
+23
+92% +$1.05K ﹤0.01% 4807
2024
Q2 		$1.18K Buy
+25
New +$1.2K ﹤0.01% 4784
2024
Q1 		– Sell
-247
Closed -$11K – 5640
2023
Q4 		$11K Buy
247
+245
+12,250% +$10.7K ﹤0.01% 4212
2023
Q3 		$92 Buy
2
+1
+100% +$44 ﹤0.01% 4866
2023
Q2 		$40 Buy
+1
New +$38 ﹤0.01% 5055
2023
Q1 		– Sell
-1
Closed -$46 – 5477
2022
Q4 		$46 Sell
1
-149
-99% -$6.82K ﹤0.01% 4959
2022
Q3 		$6K Buy
+150
New +$6.21K ﹤0.01% 4262
2022
Q1 		– Sell
-4
Closed – – 5380
2021
Q4 		$0 Buy
4
+3
+300% +$97 ﹤0.01% 4819
2021
Q3 		$0 Buy
+1
New +$26 ﹤0.01% 4901
2021
Q1 		– Sell
-1
Closed – – 4431
2020
Q4 		$0 Buy
+1
New +$15 ﹤0.01% 4203

Other funds holding PXI

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Fidelity Investments's PXI Position: Q1 2026 in Review

Fidelity Investments increased its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 202% in Q1 2026, buying an estimated $33.3K and bringing the position to 940 shares worth $56K. The position accounts for ﹤0.01% of the portfolio, ranked #4080.

Fidelity Investments first reported a position in PXI in Q4 2020 and has held it in 16 quarters since. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

  • Fidelity Investments held 940 shares of Invesco Dorsey Wright Energy Momentum ETF worth $56K as of Q1 2026.
  • Fidelity Investments bought 629 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2026, an estimated $33.3K.
  • Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4080 holding.
  • Fidelity Investments first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2020 and has held it in 16 quarters since.
  • 42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.