Sunbelt Securities’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Sunbelt Securities’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
2025 Q4	–	Sell	-9,770	Closed	-$458K	–	2923
2025 Q3	$458K	Buy	+9,770	New	+$427K	0.03%	411
2021 Q4	–	Sell	-17,041	Closed	-$433K	–	507
2021 Q3	$433K	Hold	17,041	–	–	0.08%	280
2021 Q2	$433K	Sell	17,041 -1,316	-7%	-$35.7K	0.08%	280
2021 Q1	$455K	Buy	18,357 +8,185	+80%	+$191K	0.09%	250
2020 Q4	$179K	Buy	+10,172	New	+$154K	0.04%	378

Other funds holding PXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KWM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

Sunbelt Securities's PXI Position: Q4 2025 in Review

Sunbelt Securities sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q4 2025, closing a stake of 9,770 shares — an estimated $458K sold.

Sunbelt Securities first reported a position in PXI in Q4 2020 and held it in 5 quarters. The position peaked at $458K in Q3 2025. 35 funds tracked by Wall St. Rank hold PXI as of Q4 2025.

Sunbelt Securities reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q4 2025 after selling out during the quarter.
Sunbelt Securities sold 9,770 Invesco Dorsey Wright Energy Momentum ETF shares in Q4 2025, an estimated $458K.
Sunbelt Securities first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2020 and held it in 5 quarters.
Sunbelt Securities's Invesco Dorsey Wright Energy Momentum ETF position peaked at $458K in Q3 2025.
35 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.