Northwestern Mutual Wealth Management’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Northwestern Mutual Wealth 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	-500	Closed	-$21.6K	–	3828
2024 Q3	$21.6K	Hold	500	–	–	﹤0.01%	2434
2024 Q2	$23.7K	Hold	500	–	–	﹤0.01%	2337
2024 Q1	$24.5K	Sell	500 -80	-14%	-$3.6K	﹤0.01%	2349
2023 Q4	$25.9K	Sell	580 -14,273	-96%	-$624K	﹤0.01%	2312
2023 Q3	$687K	Buy	14,853 +25	+0.2%	+$1.1K	﹤0.01%	1056
2023 Q2	$586K	Sell	14,828 -1,262	-8%	-$48.3K	﹤0.01%	1103
2023 Q1	$641K	Sell	16,090 -818	-5%	-$34.7K	﹤0.01%	1052
2022 Q4	$731K	Buy	16,908 +16,393	+3,183%	+$750K	﹤0.01%	968
2022 Q3	$21K	Sell	515 -849	-62%	-$35.2K	﹤0.01%	2209
2022 Q2	$52K	Buy	1,364 +216	+19%	+$9.57K	﹤0.01%	1900
2022 Q1	$49K	Hold	1,148	–	–	﹤0.01%	1959
2021 Q4	$35K	Hold	1,148	–	–	﹤0.01%	2118
2021 Q3	$35K	Hold	1,148	–	–	﹤0.01%	2024
2021 Q2	$35K	Buy	1,148 +1,020	+797%	+$27.7K	﹤0.01%	1974
2021 Q1	$3K	Buy	+128	New	+$2.99K	﹤0.01%	2545
2013 Q3	–	Sell	-19	Closed	-$1K	–	1458
2013 Q2	$1K	Buy	+19	New	+$926	﹤0.01%	1196

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

Northwestern Mutual Wealth Management's PXI Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q4 2024, closing a stake of 500 shares — an estimated $21.6K sold.

Northwestern Mutual Wealth Management first reported a position in PXI in Q2 2013 and held it in 16 quarters. The position peaked at $731K in Q4 2022. 34 funds tracked by Wall St. Rank hold PXI as of Q4 2024.

Northwestern Mutual Wealth Management reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q4 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 500 Invesco Dorsey Wright Energy Momentum ETF shares in Q4 2024, an estimated $21.6K.
Northwestern Mutual Wealth Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2013 and held it in 16 quarters.
Northwestern Mutual Wealth Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $731K in Q4 2022.
34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.