MAI Capital Management’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

MAI Capital Management’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	$1.79K	Buy	+30	New	+$1.59K	﹤0.01%	3972

Other funds holding PXI

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

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

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

MAI Capital Management's PXI Position: Q1 2026 in Review

MAI Capital Management opened a new position in Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2026: 30 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #3972 among its holdings.

42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

MAI Capital Management held 30 shares of Invesco Dorsey Wright Energy Momentum ETF worth $1.79K as of Q1 2026.
Invesco Dorsey Wright Energy Momentum ETF was a new MAI Capital Management position in Q1 2026.
Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3972 holding.
42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.