Horizon Bancorp’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Horizon Bancorp’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	$1K	Hold	14	–	–	﹤0.01%	196
2025 Q4	$1K	Hold	14	–	–	﹤0.01%	185
2025 Q3	$1K	Hold	14	–	–	﹤0.01%	182
2025 Q2	$1K	Hold	14	–	–	﹤0.01%	207
2025 Q1	$1K	Sell	14 -46	-77%	-$2.06K	﹤0.01%	173
2024 Q4	$3K	Hold	60	–	–	﹤0.01%	174
2024 Q3	$3K	Hold	60	–	–	﹤0.01%	204
2024 Q2	$3K	Hold	60	–	–	﹤0.01%	208
2024 Q1	$3K	Sell	60 -3	-5%	-$135	﹤0.01%	220
2023 Q4	$3K	Sell	63 -43	-41%	-$1.88K	﹤0.01%	223
2023 Q3	$5K	Buy	+106	New	+$4.67K	﹤0.01%	212
2023 Q2	–	Sell	-215	Closed	-$9K	–	244
2023 Q1	$9K	Hold	215	–	–	0.01%	146
2022 Q4	$9K	Buy	+215	New	+$9.84K	0.01%	179
2020 Q3	$5K	Hold	425	–	–	0.01%	230
2020 Q2	$6K	Sell	425 -49	-10%	-$711	0.01%	222
2020 Q1	$5K	Sell	474 -52	-10%	-$1.06K	0.01%	244
2019 Q4	$15K	Buy	+526	New	+$13.8K	0.01%	229

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

Horizon Bancorp's PXI Position: Q1 2026 in Review

Horizon Bancorp held its Invesco Dorsey Wright Energy Momentum ETF (PXI) position steady in Q1 2026 at 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Horizon Bancorp first reported a position in PXI in Q4 2019 and has held it in 17 quarters since. The position peaked at $15K in Q4 2019. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

Horizon Bancorp held 14 shares of Invesco Dorsey Wright Energy Momentum ETF worth $1K as of Q1 2026.
Horizon Bancorp left its Invesco Dorsey Wright Energy Momentum ETF share count unchanged in Q1 2026.
Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of Horizon Bancorp's portfolio in Q1 2026, its #196 holding.
Horizon Bancorp first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2019 and has held it in 17 quarters since.
Horizon Bancorp's Invesco Dorsey Wright Energy Momentum ETF position peaked at $15K in Q4 2019.
42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on Horizon Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.