Janney Montgomery Scott
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Janney Montgomery Scott’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Janney Montgomery Scott’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 		$6.59M Buy
110,613
+105,108
+1,909% +$5.57M 0.02% 734
2025
Q4 		$249K Buy
5,505
+63
+1% +$2.94K ﹤0.01% 2673
2025
Q3 		$255K Sell
5,442
-804
-13% -$35.2K ﹤0.01% 2586
2025
Q2 		$269K Sell
6,246
-3,477
-36% -$142K ﹤0.01% 2407
2025
Q1 		$425K Sell
9,723
-46
-0.5% -$2.06K ﹤0.01% 2097
2024
Q4 		$433K Sell
9,769
-1,315
-12% -$60.8K ﹤0.01% 2088
2024
Q3 		$478K Sell
11,084
-294
-3% -$13.4K ﹤0.01% 2007
2024
Q2 		$539K Buy
11,378
+86
+0.8% +$4.13K ﹤0.01% 1827
2024
Q1 		$553K Sell
11,292
-132,968
-92% -$5.99M ﹤0.01% 1928
2023
Q4 		$6.45M Sell
144,260
-3,566
-2% -$156K 0.02% 645
2023
Q3 		$6.83M Buy
147,826
+134,937
+1,047% +$5.94M 0.03% 555
2023
Q2 		$509K Sell
12,889
-134,516
-91% -$5.15M ﹤0.01% 1848
2023
Q1 		$5.88M Buy
147,405
+3,370
+2% +$143K 0.02% 589
2022
Q4 		$6.23M Sell
144,035
-3,578
-2% -$164K 0.02% 585
2022
Q3 		$5.8M Sell
147,613
-10,780
-7% -$446K 0.02% 559
2022
Q2 		$6.21M Sell
158,393
-23,806
-13% -$1.06M 0.03% 526
2022
Q1 		$7.78M Sell
182,199
-33,020
-15% -$1.23M 0.03% 453
2021
Q4 		$6.59M Buy
+215,219
New +$6.97M 0.03% 537
2021
Q3 		– Sell
-196,164
Closed -$6M – 2358
2021
Q2 		$6M Buy
196,164
+40,440
+26% +$1.1M 0.03% 531
2021
Q1 		$3.86M Buy
+155,724
New +$3.64M 0.02% 637
2020
Q4 		– Sell
-164,579
Closed -$2.1M – 2261
2020
Q3 		$2.1M Buy
164,579
+40,674
+33% +$607K 0.01% 789
2020
Q2 		$1.88M Buy
+123,905
New +$1.8M 0.01% 784
2018
Q3 		– Sell
-45,312
Closed -$1.96M – 2116
2018
Q2 		$1.96M Buy
+45,312
New +$1.92M 0.02% 684
2018
Q1 		– Sell
-5,611
Closed -$222K – 1989
2017
Q4 		$222K Sell
5,611
-309
-5% -$11.3K ﹤0.01% 1746
2017
Q3 		$211K Sell
5,920
-600
-9% -$19.7K ﹤0.01% 1684
2017
Q2 		$218K Sell
6,520
-32,526
-83% -$1.16M ﹤0.01% 1587
2017
Q1 		$1.52M Sell
39,046
-30,227
-44% -$1.25M 0.02% 671
2016
Q4 		$3.01M Buy
+69,273
New +$2.92M 0.05% 382

Other funds holding PXI

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Janney Montgomery Scott's PXI Position: Q1 2026 in Review

Janney Montgomery Scott increased its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 1,909% in Q1 2026, buying an estimated $5.57M and bringing the position to 110,613 shares worth $6.59M. The position accounts for 0.02% of the portfolio, ranked #734.

Janney Montgomery Scott first reported a position in PXI in Q4 2016 and has held it in 28 quarters since. The position peaked at $7.78M in Q1 2022. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

  • Janney Montgomery Scott held 110,613 shares of Invesco Dorsey Wright Energy Momentum ETF worth $6.59M as of Q1 2026.
  • Janney Montgomery Scott bought 105,108 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2026, an estimated $5.57M.
  • Invesco Dorsey Wright Energy Momentum ETF made up 0.02% of Janney Montgomery Scott's portfolio in Q1 2026, its #734 holding.
  • Janney Montgomery Scott first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2016 and has held it in 28 quarters since.
  • Janney Montgomery Scott's Invesco Dorsey Wright Energy Momentum ETF position peaked at $7.78M in Q1 2022.
  • 42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.