JY
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Jeff Yass’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Jeff Yass’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
2021
Q3 		– Sell
-7,600
Closed -$233K – 13395
2021
Q2 		$233K Sell
7,600
-6,400
-46% -$174K ﹤0.01% 11271
2021
Q1 		$347K Buy
+14,000
New +$327K ﹤0.01% 10311

Other funds holding PXI

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jeff Yass's PXI Position: Q2 2026 in Review

Jeff Yass reduced its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 49% in Q2 2026, selling an estimated $244K and leaving 4,301 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #11588.

Jeff Yass first reported a position in PXI in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.42M in Q1 2017. 43 funds tracked by Wall St. Rank hold PXI as of Q2 2026.

  • Jeff Yass held 4,301 shares of Invesco Dorsey Wright Energy Momentum ETF worth $237K as of Q2 2026.
  • Jeff Yass sold 4,209 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2026, an estimated $244K.
  • Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11588 holding.
  • Jeff Yass first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2013 and has held it in 47 quarters since.
  • Jeff Yass's Invesco Dorsey Wright Energy Momentum ETF position peaked at $2.42M in Q1 2017.
  • 43 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.