Independent Financial Group’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Independent Financial Group’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
2023 Q1	–	Sell	-6,809	Closed	-$294K	–	875
2022 Q4	$294K	Buy	6,809 +6	+0.1%	+$275	0.03%	559
2022 Q3	$267K	Buy	6,803 +233	+4%	+$9.65K	0.02%	571
2022 Q2	$251K	Sell	6,570 -4,763	-42%	-$211K	0.03%	564
2022 Q1	$484K	Buy	11,333 +1,011	+10%	+$37.6K	0.04%	437
2021 Q4	$316K	Buy	+10,322	New	+$334K	0.03%	575
2021 Q3	–	Sell	-10,552	Closed	-$323K	–	748
2021 Q2	$323K	Buy	10,552 +375	+4%	+$10.2K	0.03%	515
2021 Q1	$252K	Buy	+10,177	New	+$238K	0.03%	521

Other funds holding PXI

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independent Financial Group's PXI Position: Q1 2023 in Review

Independent Financial Group sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2023, closing a stake of 6,809 shares — an estimated $294K sold.

Independent Financial Group first reported a position in PXI in Q1 2021 and held it in 7 quarters. The position peaked at $484K in Q1 2022. 51 funds tracked by Wall St. Rank hold PXI as of Q1 2023.

Independent Financial Group reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2023 after selling out during the quarter.
Independent Financial Group sold 6,809 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2023, an estimated $294K.
Independent Financial Group first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2021 and held it in 7 quarters.
Independent Financial Group's Invesco Dorsey Wright Energy Momentum ETF position peaked at $484K in Q1 2022.
51 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2023.

Based on Independent Financial Group's 13F filing for Q1 2023, filed 12 Jun 2026.