One Plus One Wealth Management’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

One Plus One 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
2025 Q2	–	Sell	-93,426	Closed	-$4.08M	–	98
2025 Q1	$4.08M	Sell	93,426 -832	-0.9%	-$37.3K	2.22%	12
2024 Q4	$4.18M	Sell	94,258 -2,435	-3%	-$113K	2.46%	13
2024 Q3	$4.17M	Buy	96,693 +2,799	+3%	+$127K	2.47%	11
2024 Q2	$4.45M	Buy	+93,894	New	+$4.51M	2.54%	10

Other funds holding PXI

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

KWM

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

One Plus One Wealth Management's PXI Position: Q2 2025 in Review

One Plus One Wealth Management sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q2 2025, closing a stake of 93,426 shares — an estimated $4.08M sold.

One Plus One Wealth Management first reported a position in PXI in Q2 2024 and held it in 4 quarters. The position peaked at $4.45M in Q2 2024. 32 funds tracked by Wall St. Rank hold PXI as of Q2 2025.

One Plus One Wealth Management reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q2 2025 after selling out during the quarter.
One Plus One Wealth Management sold 93,426 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2025, an estimated $4.08M.
One Plus One Wealth Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2024 and held it in 4 quarters.
One Plus One Wealth Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $4.45M in Q2 2024.
32 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2025.

Based on One Plus One Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.