Park Square Financial Group’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Park Square Financial Group’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 Q3	–	Sell	-13	Closed	-$561	–	787
2025 Q2	$561	Hold	13	–	–	﹤0.01%	971
2025 Q1	$568	Hold	13	–	–	﹤0.01%	927
2024 Q4	$577	Buy	+13	New	+$601	﹤0.01%	916

Other funds holding PXI

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

KWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Park Square Financial Group's PXI Position: Q3 2025 in Review

Park Square Financial Group sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q3 2025, closing a stake of 13 shares — an estimated $561 sold.

Park Square Financial Group first reported a position in PXI in Q4 2024 and held it in 3 quarters. The position peaked at $577 in Q4 2024. 32 funds tracked by Wall St. Rank hold PXI as of Q3 2025.

Park Square Financial Group reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 13 Invesco Dorsey Wright Energy Momentum ETF shares in Q3 2025, an estimated $561.
Park Square Financial Group first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's Invesco Dorsey Wright Energy Momentum ETF position peaked at $577 in Q4 2024.
32 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.