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 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 $1.17B 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

Peapack-Gladstone Financial Corp's PXI Position: Q1 2026 in Review

Peapack-Gladstone Financial Corp opened a new position in Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2026: 3,935 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #616 among its holdings. This is a return to the name: Peapack-Gladstone Financial Corp previously reported a position in PXI as recently as Q2 2024.

Peapack-Gladstone Financial Corp first reported a position in PXI in Q3 2022 and has held it in 8 quarters since. The position peaked at $250K in Q1 2023. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

Peapack-Gladstone Financial Corp held 3,935 shares of Invesco Dorsey Wright Energy Momentum ETF worth $234K as of Q1 2026.
Invesco Dorsey Wright Energy Momentum ETF was a new Peapack-Gladstone Financial Corp position in Q1 2026.
Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of Peapack-Gladstone Financial Corp's portfolio in Q1 2026, its #616 holding.
Peapack-Gladstone Financial Corp first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q3 2022 and has held it in 8 quarters since.
Peapack-Gladstone Financial Corp's Invesco Dorsey Wright Energy Momentum ETF position peaked at $250K in Q1 2023.
42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on Peapack-Gladstone Financial Corp's 13F filing for Q1 2026, filed 15 May 2026.