Householder Group Estate & Retirement Specialist’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$8K	Buy	194 +1	+0.5%	+$46	0.01%	393
2024 Q3	$8K	Buy	193 +1	+0.5%	+$45	﹤0.01%	861
2024 Q2	$9K	Buy	192 +1	+0.5%	+$48	﹤0.01%	834
2024 Q1	$9.38K	Hold	191	–	–	﹤0.01%	824
2023 Q4	$8K	Buy	191 +1	+0.5%	+$44	﹤0.01%	824
2023 Q3	$8.82K	Buy	+190	New	+$8.37K	﹤0.01%	816
2023 Q1	$12K	Buy	+293	New	+$12.4K	﹤0.01%	767
2022 Q4	–	Sell	-289	Closed	-$11K	–	907
2022 Q3	$11K	Buy	+289	New	+$12K	﹤0.01%	710

Other funds holding PXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's PXI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 0.52% in Q4 2024, buying an estimated $46 and bringing the position to 194 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #393.

Householder Group Estate & Retirement Specialist first reported a position in PXI in Q3 2022 and has held it in 8 quarters since. The position peaked at $12K in Q1 2023. 34 funds tracked by Wall St. Rank hold PXI as of Q4 2024.

Householder Group Estate & Retirement Specialist held 194 shares of Invesco Dorsey Wright Energy Momentum ETF worth $8K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 1 Invesco Dorsey Wright Energy Momentum ETF share in Q4 2024, an estimated $46.
Invesco Dorsey Wright Energy Momentum ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #393 holding.
Householder Group Estate & Retirement Specialist first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Invesco Dorsey Wright Energy Momentum ETF position peaked at $12K in Q1 2023.
34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.