LPL Financial’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.62M | Buy |
44,007
+8,405
| +24% | +$445K | ﹤0.01% | 3243 |
|
|
2025
Q4 | $1.61M | Sell |
35,602
-410
| -1% | -$19.1K | ﹤0.01% | 3597 |
|
|
2025
Q3 | $1.69M | Sell |
36,012
-2,137
| -6% | -$93.5K | ﹤0.01% | 3478 |
|
|
2025
Q2 | $1.65M | Sell |
38,149
-2,298
| -6% | -$94K | ﹤0.01% | 3309 |
|
|
2025
Q1 | $1.77M | Sell |
40,447
-6,771
| -14% | -$304K | ﹤0.01% | 3064 |
|
|
2024
Q4 | $2.09M | Buy |
47,218
+2,811
| +6% | +$130K | ﹤0.01% | 2818 |
|
|
2024
Q3 | $1.92M | Sell |
44,407
-1,658
| -4% | -$75.4K | ﹤0.01% | 2773 |
|
|
2024
Q2 | $2.18M | Buy |
46,065
+3,781
| +9% | +$182K | ﹤0.01% | 2524 |
|
|
2024
Q1 | $2.07M | Sell |
42,284
-3,295
| -7% | -$148K | ﹤0.01% | 2512 |
|
|
2023
Q4 | $2.04M | Buy |
45,579
+4,498
| +11% | +$197K | ﹤0.01% | 2386 |
|
|
2023
Q3 | $1.9M | Sell |
41,081
-2,680
| -6% | -$118K | ﹤0.01% | 2329 |
|
|
2023
Q2 | $1.73M | Sell |
43,761
-15,649
| -26% | -$599K | ﹤0.01% | 2373 |
|
|
2023
Q1 | $2.37M | Sell |
59,410
-62,831
| -51% | -$2.66M | ﹤0.01% | 2001 |
|
|
2022
Q4 | $5.28M | Sell |
122,241
-4,753
| -4% | -$217K | ﹤0.01% | 1415 |
|
|
2022
Q3 | $4.99M | Sell |
126,994
-23,233
| -15% | -$962K | ﹤0.01% | 1377 |
|
|
2022
Q2 | $5.74M | Sell |
150,227
-43,492
| -22% | -$1.93M | 0.01% | 1301 |
|
|
2022
Q1 | $8.27M | Sell |
193,719
-4,261
| -2% | -$158K | 0.01% | 1105 |
|
|
2021
Q4 | $6.06M | Buy |
197,980
+162,829
| +463% | +$5.27M | 0.01% | 1330 |
|
|
2021
Q3 | $1.09M | Sell |
35,151
-191,146
| -84% | -$5.04M | ﹤0.01% | 2547 |
|
|
2021
Q2 | $6.92M | Buy |
226,297
+30,704
| +16% | +$834K | 0.01% | 1124 |
|
|
2021
Q1 | $4.84M | Buy |
195,593
+180,751
| +1,218% | +$4.22M | 0.01% | 1255 |
|
|
2020
Q4 | $261K | Sell |
14,842
-138,891
| -90% | -$2.11M | ﹤0.01% | 3320 |
|
|
2020
Q3 | $1.97M | Buy |
153,733
+118,054
| +331% | +$1.76M | ﹤0.01% | 1465 |
|
|
2020
Q2 | $541K | Buy |
35,679
+4,663
| +15% | +$67.6K | ﹤0.01% | 2320 |
|
|
2020
Q1 | $323K | Buy |
31,016
+18,610
| +150% | +$380K | ﹤0.01% | 2442 |
|
|
2019
Q4 | $348K | Sell |
12,406
-790
| -6% | -$20.8K | ﹤0.01% | 2661 |
|
|
2019
Q3 | $344K | Sell |
13,196
-4,701
| -26% | -$126K | ﹤0.01% | 2564 |
|
|
2019
Q2 | $533K | Sell |
17,897
-881
| -5% | -$26.8K | ﹤0.01% | 2235 |
|
|
2019
Q1 | $604K | Buy |
18,778
+4,204
| +29% | +$134K | ﹤0.01% | 2058 |
|
|
2018
Q4 | $414K | Sell |
14,574
-3,044
| -17% | -$109K | ﹤0.01% | 2197 |
|
|
2018
Q3 | $778K | Sell |
17,618
-3,560
| -17% | -$152K | ﹤0.01% | 1874 |
|
|
2018
Q2 | $914K | Buy |
21,178
+4,162
| +24% | +$177K | ﹤0.01% | 1685 |
|
|
2018
Q1 | $645K | Sell |
17,016
-811
| -5% | -$31.4K | ﹤0.01% | 1935 |
|
|
2017
Q4 | $704K | Sell |
17,827
-1,280
| -7% | -$46.8K | ﹤0.01% | 1775 |
|
|
2017
Q3 | $682K | Sell |
19,107
-3,832
| -17% | -$126K | ﹤0.01% | 1705 |
|
|
2017
Q2 | $766K | Sell |
22,939
-19,296
| -46% | -$687K | ﹤0.01% | 1561 |
|
|
2017
Q1 | $1.64M | Sell |
42,235
-31,586
| -43% | -$1.31M | 0.01% | 946 |
|
|
2016
Q4 | $3.29M | Buy |
73,821
+44,423
| +151% | +$1.88M | 0.03% | 564 |
|
|
2016
Q3 | $1.21M | Sell |
29,398
-2,243
| -7% | -$87.1K | 0.01% | 1054 |
|
|
2016
Q2 | $1.19M | Sell |
31,641
-30,491
| -49% | -$1.12M | 0.01% | 1067 |
|
|
2016
Q1 | $1.92M | Buy |
62,132
+3,464
| +6% | +$103K | 0.01% | 1228 |
|
|
2015
Q4 | $1.95M | Buy |
58,668
+7,911
| +16% | +$302K | 0.01% | 1187 |
|
|
2015
Q3 | $1.99M | Sell |
50,757
-8,782
| -15% | -$350K | 0.01% | 838 |
|
|
2015
Q2 | $2.61M | Buy |
59,539
+10,939
| +23% | +$522K | 0.01% | 778 |
|
|
2015
Q1 | $2.33M | Buy |
48,600
+13,213
| +37% | +$599K | 0.01% | 841 |
|
|
2014
Q4 | $1.59M | Sell |
35,387
-1,985
| -5% | -$97.4K | 0.01% | 1023 |
|
|
2014
Q3 | $2.11M | Sell |
37,372
-8,474
| -18% | -$527K | 0.01% | 833 |
|
|
2014
Q2 | $2.99M | Buy |
45,846
+16,769
| +58% | +$1.02M | 0.02% | 678 |
|
|
2014
Q1 | $1.68M | Buy |
29,077
+7,287
| +33% | +$398K | 0.01% | 929 |
|
|
2013
Q4 | $1.21M | Buy |
21,790
+4,803
| +28% | +$257K | 0.01% | 1113 |
|
|
2013
Q3 | $883K | Sell |
16,987
-105
| -0.6% | -$5.22K | 0.01% | 1268 |
|
|
2013
Q2 | $813K | Buy |
+17,092
| New | +$833K | 0.01% | 1253 |
|
Other funds holding PXI
TFA
IWM
AC
KWM
LPL Financial's PXI Position: Q1 2026 in Review
LPL Financial increased its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 24% in Q1 2026, buying an estimated $445K and bringing the position to 44,007 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #3243.
LPL Financial first reported a position in PXI in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.27M in Q1 2022. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.
- LPL Financial held 44,007 shares of Invesco Dorsey Wright Energy Momentum ETF worth $2.62M as of Q1 2026.
- LPL Financial bought 8,405 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2026, an estimated $445K.
- Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3243 holding.
- LPL Financial first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's Invesco Dorsey Wright Energy Momentum ETF position peaked at $8.27M in Q1 2022.
- 42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.