MTM Investment Management’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

MTM Investment 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
2024 Q4	–	Sell	-955	Closed	-$43.8K	–	277
2024 Q3	$43.8K	Hold	955	–	–	0.02%	225
2024 Q2	$45.2K	Hold	955	–	–	0.02%	216
2024 Q1	$46.7K	Hold	955	–	–	0.02%	221
2023 Q4	$42.7K	Hold	955	–	–	0.02%	211
2023 Q3	$44.2K	Hold	955	–	–	0.02%	206
2023 Q2	$37.7K	Hold	955	–	–	0.02%	217
2023 Q1	$38.1K	Hold	955	–	–	0.02%	219
2022 Q4	$41.3K	Hold	955	–	–	0.02%	217
2022 Q3	$38K	Hold	955	–	–	0.02%	215
2022 Q2	$37K	Hold	955	–	–	0.02%	219
2022 Q1	$41K	Hold	955	–	–	0.02%	234
2021 Q4	$29K	Hold	955	–	–	0.01%	241
2021 Q3	$30K	Buy	955 +255	+36%	+$6.72K	0.02%	219
2021 Q2	$21K	Hold	700	–	–	0.01%	222
2021 Q1	$17K	Hold	700	–	–	0.01%	223
2020 Q4	$12K	Buy	+700	New	+$10.6K	0.01%	208

Other funds holding PXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

MTM Investment Management's PXI Position: Q4 2024 in Review

MTM Investment Management sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q4 2024, closing a stake of 955 shares — an estimated $43.8K sold.

MTM Investment Management first reported a position in PXI in Q4 2020 and held it in 16 quarters. The position peaked at $46.7K in Q1 2024. 34 funds tracked by Wall St. Rank hold PXI as of Q4 2024.

MTM Investment Management reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q4 2024 after selling out during the quarter.
MTM Investment Management sold 955 Invesco Dorsey Wright Energy Momentum ETF shares in Q4 2024, an estimated $43.8K.
MTM Investment Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2020 and held it in 16 quarters.
MTM Investment Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $46.7K in Q1 2024.
34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2024.

Based on MTM Investment Management's 13F filing for Q4 2024, filed 29 Jan 2025.