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Private Advisor Group’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Private Advisor 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
2024
Q4 		– Sell
-5,867
Closed -$253K – 2466
2024
Q3 		$253K Buy
5,867
+500
+9% +$22.7K ﹤0.01% 2065
2024
Q2 		$254K Hold
5,367
– – ﹤0.01% 2002
2024
Q1 		$263K Sell
5,367
-311
-5% -$14K ﹤0.01% 1938
2023
Q4 		$254K Buy
+5,678
New +$248K ﹤0.01% 1893
2023
Q2 		– Sell
-5,504
Closed -$219K – 2079
2023
Q1 		$219K Sell
5,504
-91,658
-94% -$3.89M ﹤0.01% 1746
2022
Q4 		$650K Sell
97,162
-1,177
-1% -$53.9K 0.03% 489
2022
Q3 		$3.86M Buy
98,339
+1,611
+2% +$66.7K 0.04% 414
2022
Q2 		$3.7M Buy
96,728
+3,309
+4% +$147K 0.03% 499
2022
Q1 		$3.99M Sell
93,419
-18,346
-16% -$681K 0.03% 529
2021
Q4 		$3.42M Buy
+111,765
New +$3.62M 0.03% 599
2021
Q3 		– Sell
-163,626
Closed -$5.01M – 2084
2021
Q2 		$5.01M Sell
163,626
-49,105
-23% -$1.33M 0.04% 403
2021
Q1 		$5.27M Buy
+212,731
New +$4.97M 0.05% 362
2020
Q4 		– Sell
-108,020
Closed -$1.38M – 1816
2020
Q3 		$1.38M Buy
108,020
+5,519
+5% +$82.3K 0.02% 672
2020
Q2 		$1.55M Buy
+102,501
New +$1.49M 0.02% 608
2017
Q2 		– Sell
-10,648
Closed -$410K – 1453
2017
Q1 		$410K Buy
10,648
+213
+2% +$8.82K 0.01% 925
2016
Q4 		$458K Buy
+10,435
New +$441K 0.02% 760
2014
Q4 		– Sell
-352
Closed -$20K – 1213
2014
Q3 		$20K Buy
+352
New +$21.9K ﹤0.01% 1139

Other funds holding PXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
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

Private Advisor Group's PXI Position: Q4 2024 in Review

Private Advisor Group sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q4 2024, closing a stake of 5,867 shares — an estimated $253K sold.

Private Advisor Group first reported a position in PXI in Q3 2014 and held it in 17 quarters. The position peaked at $5.27M in Q1 2021. 34 funds tracked by Wall St. Rank hold PXI as of Q4 2024.

  • Private Advisor Group reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Private Advisor Group sold 5,867 Invesco Dorsey Wright Energy Momentum ETF shares in Q4 2024, an estimated $253K.
  • Private Advisor Group first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q3 2014 and held it in 17 quarters.
  • Private Advisor Group's Invesco Dorsey Wright Energy Momentum ETF position peaked at $5.27M in Q1 2021.
  • 34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2024.

Based on Private Advisor Group's 13F filing for Q4 2024, filed 3 Feb 2025.