Transamerica Financial Advisors’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Transamerica Financial Advisors’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	$15.5M	Buy	259,739 +259,421	+81,579%	+$13.7M	1.32%	13
2025 Q4	$14.4K	Hold	318	–	–	﹤0.01%	778
2025 Q3	$14.9K	Sell	318 -130	-29%	-$5.69K	﹤0.01%	657
2025 Q2	$19.3K	Sell	448 -1,067	-70%	-$43.7K	﹤0.01%	336
2025 Q1	$67K	Sell	1,515 -185	-11%	-$8.3K	0.01%	290
2024 Q4	$76K	Sell	1,700 -11	-0.6%	-$508	0.01%	282
2024 Q3	$74K	Sell	1,711 -434	-20%	-$19.7K	0.01%	298
2024 Q2	$102K	Hold	2,145	–	–	0.01%	236
2024 Q1	$105K	Sell	2,145 -280,178	-99%	-$12.6M	0.01%	256
2023 Q4	$12.6M	Sell	282,323 -28,016	-9%	-$1.22M	1.74%	10
2023 Q3	$14.4M	Buy	310,339 +305,341	+6,109%	+$13.4M	1.94%	8
2023 Q2	$198K	Sell	4,998 -283,585	-98%	-$10.9M	0.03%	223
2023 Q1	$11.5M	Buy	288,583 +5,497	+2%	+$233K	1.52%	15
2022 Q4	$12.2M	Sell	283,086 -4,254	-1%	-$195K	1.74%	11
2022 Q3	$11.3M	Sell	287,340 -10,227	-3%	-$423K	1.66%	12
2022 Q2	$11.4M	Buy	297,567 +296,227	+22,106%	+$13.1M	1.61%	14
2022 Q1	$58K	Sell	1,340 -1,520	-53%	-$56.5K	2.07%	15
2021 Q4	$88K	Buy	+2,860	New	+$92.6K	2.38%	12
2021 Q3	–	Sell	-3,907	Closed	-$120K	–	183
2021 Q2	$120K	Sell	3,907 -456	-10%	-$12.4K	2.93%	9
2021 Q1	$109K	Buy	+4,363	New	+$102K	2.65%	11
2020 Q4	–	Sell	-7,652	Closed	-$98K	–	198
2020 Q3	$98K	Sell	7,652 -250,564	-97%	-$3.74M	1.78%	17
2020 Q2	$3.92M	Buy	+258,216	New	+$3.75M	0.86%	28
2019 Q1	–	Sell	-71	Closed	-$3K	–	373
2018 Q4	$3K	Sell	71 -67	-49%	-$2.39K	﹤0.01%	338
2018 Q3	$7K	Sell	138 -86,681	-100%	-$3.69M	﹤0.01%	318
2018 Q2	$3.75M	Buy	+86,819	New	+$3.68M	0.83%	35
2017 Q3	–	Sell	-129	Closed	-$5K	–	436
2017 Q2	$5K	Sell	129 -201,791	-100%	-$7.18M	﹤0.01%	265
2017 Q1	$7.88M	Sell	201,920 -44,694	-18%	-$1.85M	0.94%	25
2016 Q4	$10.7M	Buy	+246,614	New	+$10.4M	1.28%	14

Other funds holding PXI

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

KWM

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

Transamerica Financial Advisors's PXI Position: Q1 2026 in Review

Transamerica Financial Advisors increased its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 81,579% in Q1 2026, buying an estimated $13.7M and bringing the position to 259,739 shares worth $15.5M. The position accounts for 1.32% of the portfolio, ranked #13.

Transamerica Financial Advisors first reported a position in PXI in Q4 2016 and has held it in 28 quarters since. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

Transamerica Financial Advisors held 259,739 shares of Invesco Dorsey Wright Energy Momentum ETF worth $15.5M as of Q1 2026.
Transamerica Financial Advisors bought 259,421 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2026, an estimated $13.7M.
Invesco Dorsey Wright Energy Momentum ETF made up 1.32% of Transamerica Financial Advisors's portfolio in Q1 2026, its #13 holding.
Transamerica Financial Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2016 and has held it in 28 quarters since.
42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.