NewEdge Advisors’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

NewEdge Advisors’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	–	Sell	-980	Closed	-$44.3K	–	4339
2025 Q4	$44.3K	Hold	980	–	–	﹤0.01%	2990
2025 Q3	$45.9K	Hold	980	–	–	﹤0.01%	2853
2025 Q2	$42.3K	Hold	980	–	–	﹤0.01%	2714
2025 Q1	$42.8K	Hold	980	–	–	﹤0.01%	2604
2024 Q4	$43.5K	Hold	980	–	–	﹤0.01%	2565
2024 Q3	$42.3K	Hold	980	–	–	﹤0.01%	2492
2024 Q2	$46.4K	Hold	980	–	–	﹤0.01%	2370
2024 Q1	$48K	Buy	980 +225	+30%	+$10.1K	﹤0.01%	2326
2023 Q4	$33.7K	Sell	755 -236	-24%	-$10.3K	﹤0.01%	2364
2023 Q3	$45.8K	Buy	991 +236	+31%	+$10.4K	﹤0.01%	2120
2023 Q2	$29.8K	Sell	755 -46	-6%	-$1.76K	﹤0.01%	2263
2023 Q1	$31.9K	Buy	801 +46	+6%	+$1.95K	﹤0.01%	2180
2022 Q4	$33	Buy	+755	New	+$34.5K	﹤0.01%	3532

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

NewEdge Advisors's PXI Position: Q1 2026 in Review

NewEdge Advisors sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2026, closing a stake of 980 shares — an estimated $44.3K sold.

NewEdge Advisors first reported a position in PXI in Q4 2022 and held it in 13 quarters. The position peaked at $48K in Q1 2024. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

NewEdge Advisors reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 980 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2026, an estimated $44.3K.
NewEdge Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2022 and held it in 13 quarters.
NewEdge Advisors's Invesco Dorsey Wright Energy Momentum ETF position peaked at $48K in Q1 2024.
42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.