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

UBS 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
2026
Q1 		$336K Sell
5,645
-3,163
-36% -$168K ﹤0.01% 6350
2025
Q4 		$398K Sell
8,808
-4,001
-31% -$187K ﹤0.01% 6212
2025
Q3 		$600K Sell
12,809
-12,423
-49% -$543K ﹤0.01% 5953
2025
Q2 		$1.09M Sell
25,232
-16
-0.1% -$655 ﹤0.01% 5386
2025
Q1 		$1.1M Buy
25,248
+7,632
+43% +$342K ﹤0.01% 5199
2024
Q4 		$781K Sell
17,616
-9,748
-36% -$451K ﹤0.01% 5498
2024
Q3 		$1.18M Sell
27,364
-9,211
-25% -$419K ﹤0.01% 4509
2024
Q2 		$1.73M Buy
36,575
+1,573
+4% +$75.6K ﹤0.01% 3912
2024
Q1 		$1.71M Sell
35,002
-20,783
-37% -$936K ﹤0.01% 4091
2023
Q4 		$2.49M Sell
55,785
-10,144
-15% -$443K ﹤0.01% 3568
2023
Q3 		$3.05M Sell
65,929
-5,044
-7% -$222K ﹤0.01% 3038
2023
Q2 		$2.8M Sell
70,973
-19,436
-21% -$744K ﹤0.01% 3193
2023
Q1 		$3.6M Sell
90,409
-71,141
-44% -$3.02M ﹤0.01% 2835
2022
Q4 		$6.98M Sell
161,550
-6,748
-4% -$309K ﹤0.01% 2193
2022
Q3 		$6.61M Buy
168,298
+3,491
+2% +$145K ﹤0.01% 2112
2022
Q2 		$6.3M Sell
164,807
-8,639
-5% -$383K ﹤0.01% 2187
2022
Q1 		$7.41M Buy
173,446
+26,404
+18% +$981K ﹤0.01% 2185
2021
Q4 		$4.5M Buy
147,042
+44,692
+44% +$1.45M ﹤0.01% 2936
2021
Q3 		$3.17M Sell
102,350
-126,320
-55% -$3.33M ﹤0.01% 3160
2021
Q2 		$7M Buy
228,670
+24,624
+12% +$669K ﹤0.01% 2351
2021
Q1 		$5.05M Buy
204,046
+196,224
+2,509% +$4.59M ﹤0.01% 2585
2020
Q4 		$138K Buy
7,822
+6
+0.1% +$91 ﹤0.01% 5481
2020
Q3 		$100K Sell
7,816
-2,302
-23% -$34.3K ﹤0.01% 5183
2020
Q2 		$153K Buy
10,118
+10,054
+15,709% +$146K ﹤0.01% 4996
2020
Q1 		$1K Sell
64
-20,859
-100% -$426K ﹤0.01% 7790
2019
Q4 		$588K Sell
20,923
-1,951
-9% -$51.3K ﹤0.01% 4690
2019
Q3 		$596K Buy
22,874
+20,750
+977% +$557K ﹤0.01% 4407
2019
Q2 		$63K Sell
2,124
-527
-20% -$16K ﹤0.01% 5719
2019
Q1 		$85K Sell
2,651
-2,581
-49% -$82.1K ﹤0.01% 5189
2018
Q4 		$149K Sell
5,232
-92,951
-95% -$3.32M ﹤0.01% 5188
2018
Q3 		$4.34M Sell
98,183
-83,548
-46% -$3.56M ﹤0.01% 2481
2018
Q2 		$7.84M Buy
181,731
+175,507
+2,820% +$7.45M ﹤0.01% 1946
2018
Q1 		$236K Sell
6,224
-2,302
-27% -$89.2K ﹤0.01% 4680
2017
Q4 		$337K Buy
8,526
+2,000
+31% +$73.2K ﹤0.01% 4569
2017
Q3 		$233K Sell
6,526
-334
-5% -$11K ﹤0.01% 4746
2017
Q2 		$229K Sell
6,860
-116,657
-94% -$4.15M ﹤0.01% 4664
2017
Q1 		$4.82M Sell
123,517
-18,366
-13% -$761K ﹤0.01% 2116
2016
Q4 		$6.17M Buy
141,883
+127,236
+869% +$5.37M ﹤0.01% 1905
2016
Q3 		$608K Sell
14,647
-2,626
-15% -$102K ﹤0.01% 3780
2016
Q2 		$655K Buy
17,273
+4,600
+36% +$170K ﹤0.01% 3705
2016
Q1 		$410K Sell
12,673
-3,426
-21% -$102K ﹤0.01% 3925
2015
Q4 		$540K Sell
16,099
-113
-0.7% -$4.32K ﹤0.01% 3882
2015
Q3 		$576K Sell
16,212
-7,266
-31% -$289K ﹤0.01% 3784
2015
Q2 		$1.07M Sell
23,478
-7,688
-25% -$367K ﹤0.01% 3510
2015
Q1 		$1.48M Buy
31,166
+5,642
+22% +$256K ﹤0.01% 3212
2014
Q4 		$1.14M Buy
+25,524
New +$1.25M ﹤0.01% 3462

Other funds holding PXI

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group's PXI Position: Q1 2026 in Review

UBS Group reduced its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 36% in Q1 2026, selling an estimated $168K and leaving 5,645 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #6350.

UBS Group first reported a position in PXI in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.84M in Q2 2018. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

  • UBS Group held 5,645 shares of Invesco Dorsey Wright Energy Momentum ETF worth $336K as of Q1 2026.
  • UBS Group sold 3,163 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2026, an estimated $168K.
  • Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6350 holding.
  • UBS Group first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco Dorsey Wright Energy Momentum ETF position peaked at $7.84M in Q2 2018.
  • 42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.