Peapack-Gladstone Financial Corp’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Peapack-Gladstone Financial Corp’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 Q2	$211K	Sell	3,835 -100	-3%	-$5.81K	﹤0.01%	656
2026 Q1	$234K	Buy	+3,935	New	+$208K	﹤0.01%	616
2024 Q3	–	Sell	-4,265	Closed	-$202K	–	717
2024 Q2	$202K	Sell	4,265 -20	-0.5%	-$961	﹤0.01%	645
2024 Q1	$210K	Sell	4,285 -400	-9%	-$18K	﹤0.01%	648
2023 Q4	$209K	Hold	4,685	–	–	﹤0.01%	648
2023 Q3	$217K	Buy	+4,685	New	+$206K	﹤0.01%	622
2023 Q2	–	Sell	-5,180	Closed	-$250K	–	724
2023 Q1	$250K	Hold	5,180	–	–	﹤0.01%	595
2022 Q4	$224K	Buy	5,180 +25	+0.5%	+$1.14K	﹤0.01%	594
2022 Q3	$202K	Buy	+5,155	New	+$213K	﹤0.01%	626

Other funds holding PXI

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Peapack-Gladstone Financial Corp's PXI Position: Q2 2026 in Review

Peapack-Gladstone Financial Corp reduced its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 2.5% in Q2 2026, selling an estimated $5.81K and leaving 3,835 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Peapack-Gladstone Financial Corp first reported a position in PXI in Q3 2022 and has held it in 9 quarters since. The position peaked at $250K in Q1 2023. 44 funds tracked by Wall St. Rank hold PXI as of Q2 2026.

Peapack-Gladstone Financial Corp held 3,835 shares of Invesco Dorsey Wright Energy Momentum ETF worth $211K as of Q2 2026.
Peapack-Gladstone Financial Corp sold 100 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2026, an estimated $5.81K.
Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of Peapack-Gladstone Financial Corp's portfolio in Q2 2026, its #656 holding.
Peapack-Gladstone Financial Corp first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q3 2022 and has held it in 9 quarters since.
Peapack-Gladstone Financial Corp's Invesco Dorsey Wright Energy Momentum ETF position peaked at $250K in Q1 2023.
44 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q2 2026, filed 14 Aug 2026.