Raymond James Financial’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Raymond James Financial’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	$1.11M	Buy	18,661 +6,764	+57%	+$358K	﹤0.01%	3776
2025 Q4	$538K	Buy	11,897 +37	+0.3%	+$1.73K	﹤0.01%	4221
2025 Q3	$556K	Sell	11,860 -6,247	-35%	-$273K	﹤0.01%	4061
2025 Q2	$781K	Sell	18,107 -471	-3%	-$19.3K	﹤0.01%	3729
2025 Q1	$811K	Sell	18,578 -1,382	-7%	-$62K	﹤0.01%	3628
2024 Q4	$885K	Buy	+19,960	New	+$923K	﹤0.01%	3538

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

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

KWM

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

Raymond James Financial's PXI Position: Q1 2026 in Review

Raymond James Financial increased its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 57% in Q1 2026, buying an estimated $358K and bringing the position to 18,661 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3776.

Raymond James Financial first reported a position in PXI in Q4 2024 and has held it in 6 quarters since. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

Raymond James Financial held 18,661 shares of Invesco Dorsey Wright Energy Momentum ETF worth $1.11M as of Q1 2026.
Raymond James Financial bought 6,764 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2026, an estimated $358K.
Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3776 holding.
Raymond James Financial first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2024 and has held it in 6 quarters since.
42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.