Steward Partners Investment Advisory’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Steward Partners Investment Advisory’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	$46.3K	Sell	777 -309	-28%	-$16.4K	﹤0.01%	2822
2025 Q4	$49.1K	Sell	1,086 -94	-8%	-$4.38K	﹤0.01%	2679
2025 Q3	$55.3K	Buy	1,180 +105	+10%	+$4.59K	﹤0.01%	2556
2025 Q2	$46.4K	Buy	1,075 +5	+0.5%	+$205	﹤0.01%	2521
2025 Q1	$46.7K	Buy	+1,070	New	+$48K	﹤0.01%	2421
2020 Q3	–	Sell	-1,000	Closed	-$15K	–	2827
2020 Q2	$15K	Hold	1,000	–	–	﹤0.01%	1878
2020 Q1	$10K	Hold	1,000	–	–	﹤0.01%	1868
2019 Q4	$28K	Hold	1,000	–	–	﹤0.01%	1648
2019 Q3	$26K	Hold	1,000	–	–	﹤0.01%	1636
2019 Q2	$29K	Buy	+1,000	New	+$30.4K	﹤0.01%	1556
2018 Q4	–	Sell	-1,000	Closed	-$44K	–	1808
2018 Q3	$44K	Hold	1,000	–	–	﹤0.01%	1251
2018 Q2	$43K	Hold	1,000	–	–	﹤0.01%	1161
2018 Q1	$37K	Buy	+1,000	New	+$38.8K	﹤0.01%	1107

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

Steward Partners Investment Advisory's PXI Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 28% in Q1 2026, selling an estimated $16.4K and leaving 777 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2822.

Steward Partners Investment Advisory first reported a position in PXI in Q1 2018 and has held it in 13 quarters since. The position peaked at $55.3K in Q3 2025. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

Steward Partners Investment Advisory held 777 shares of Invesco Dorsey Wright Energy Momentum ETF worth $46.3K as of Q1 2026.
Steward Partners Investment Advisory sold 309 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2026, an estimated $16.4K.
Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2822 holding.
Steward Partners Investment Advisory first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2018 and has held it in 13 quarters since.
Steward Partners Investment Advisory's Invesco Dorsey Wright Energy Momentum ETF position peaked at $55.3K in Q3 2025.
42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.