Wells Fargo
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Wells Fargo’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Wells Fargo’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 		– Sell
-15,409
Closed -$816K – 6818
2025
Q4 		$697K Sell
15,409
-11,769
-43% -$549K ﹤0.01% 4229
2025
Q3 		$1.27M Sell
27,178
-2,621
-9% -$115K ﹤0.01% 3644
2025
Q2 		$1.29M Sell
29,799
-59,879
-67% -$2.45M ﹤0.01% 3528
2025
Q1 		$3.92M Sell
89,678
-3,418
-4% -$153K ﹤0.01% 2605
2024
Q4 		$4.13M Sell
93,096
-4,004
-4% -$185K ﹤0.01% 2585
2024
Q3 		$4.19M Sell
97,100
-2,445
-2% -$111K ﹤0.01% 2484
2024
Q2 		$4.71M Sell
99,545
-17,842
-15% -$858K ﹤0.01% 2303
2024
Q1 		$5.75M Buy
117,387
+1,754
+2% +$79K ﹤0.01% 2165
2023
Q4 		$5.17M Sell
115,633
-7,652
-6% -$334K ﹤0.01% 2192
2023
Q3 		$5.7M Buy
123,285
+1,411
+1% +$62.2K ﹤0.01% 2011
2023
Q2 		$4.82M Sell
121,874
-41,177
-25% -$1.58M ﹤0.01% 2176
2023
Q1 		$6.5M Sell
163,051
-20,090
-11% -$852K ﹤0.01% 1924
2022
Q4 		$7.92M Sell
183,141
-2,747
-1% -$126K ﹤0.01% 1707
2022
Q3 		$7.3M Sell
185,888
-20,101
-10% -$832K ﹤0.01% 1737
2022
Q2 		$7.87M Sell
205,989
-47,993
-19% -$2.13M ﹤0.01% 1741
2022
Q1 		$10.8M Buy
253,982
+52,226
+26% +$1.94M ﹤0.01% 1768
2021
Q4 		$6.17M Buy
201,756
+94,812
+89% +$3.07M ﹤0.01% 2361
2021
Q3 		$3.31M Sell
106,944
-266,490
-71% -$7.03M ﹤0.01% 3230
2021
Q2 		$11.4M Buy
373,434
+82,275
+28% +$2.23M ﹤0.01% 2124
2021
Q1 		$7.21M Buy
291,159
+272,845
+1,490% +$6.38M ﹤0.01% 2490
2020
Q4 		$322K Sell
18,314
-33,027
-64% -$501K ﹤0.01% 4834
2020
Q3 		$657K Sell
51,341
-14,789
-22% -$221K ﹤0.01% 4159
2020
Q2 		$1M Buy
66,130
+9,235
+16% +$134K ﹤0.01% 3815
2020
Q1 		$593K Buy
56,895
+32,832
+136% +$671K ﹤0.01% 3918
2019
Q4 		$676K Sell
24,063
-803
-3% -$21.1K ﹤0.01% 4127
2019
Q3 		$647K Buy
24,866
+13,212
+113% +$355K ﹤0.01% 4191
2019
Q2 		$347K Sell
11,654
-7,091
-38% -$216K ﹤0.01% 4635
2019
Q1 		$603K Buy
18,745
+3,201
+21% +$102K ﹤0.01% 4218
2018
Q4 		$442K Sell
15,544
-17,496
-53% -$624K ﹤0.01% 4405
2018
Q3 		$1.46M Sell
33,040
-30,108
-48% -$1.28M ﹤0.01% 3678
2018
Q2 		$2.73M Buy
63,148
+48,490
+331% +$2.06M ﹤0.01% 3208
2018
Q1 		$556K Buy
14,658
+4,669
+47% +$181K ﹤0.01% 4320
2017
Q4 		$394K Sell
9,989
-5,845
-37% -$214K ﹤0.01% 4560
2017
Q3 		$566K Sell
15,834
-2,766
-15% -$90.9K ﹤0.01% 4243
2017
Q2 		$622K Sell
18,600
-66,068
-78% -$2.35M ﹤0.01% 4073
2017
Q1 		$3.31M Sell
84,668
-4,279
-5% -$177K ﹤0.01% 2764
2016
Q4 		$3.87M Buy
88,947
+66,525
+297% +$2.81M ﹤0.01% 2603
2016
Q3 		$931K Sell
22,422
-6,635
-23% -$258K ﹤0.01% 3541
2016
Q2 		$1.1M Sell
29,057
-28,767
-50% -$1.06M ﹤0.01% 3420
2016
Q1 		$1.87M Buy
57,824
+1,117
+2% +$33.3K ﹤0.01% 2973
2015
Q4 		$1.9M Buy
56,707
+228
+0.4% +$8.71K ﹤0.01% 3013
2015
Q3 		$2.01M Buy
56,479
+23,765
+73% +$947K ﹤0.01% 2984
2015
Q2 		$1.49M Sell
32,714
-18,021
-36% -$860K ﹤0.01% 3295
2015
Q1 		$2.4M Buy
50,735
+30,766
+154% +$1.39M ﹤0.01% 2906
2014
Q4 		$895K Sell
19,969
-48,482
-71% -$2.38M ﹤0.01% 3589
2014
Q3 		$3.96M Buy
68,451
+11,920
+21% +$742K ﹤0.01% 2490
2014
Q2 		$3.69M Sell
56,531
-81,219
-59% -$4.93M ﹤0.01% 2561
2014
Q1 		$7.97M Buy
137,750
+114,970
+505% +$6.28M ﹤0.01% 1963
2013
Q4 		$1.26M Buy
22,780
+979
+4% +$52.4K ﹤0.01% 3257
2013
Q3 		$1.09M Sell
21,801
-25,773
-54% -$1.28M ﹤0.01% 3300
2013
Q2 		$2.26M Buy
+47,574
New +$2.32M ﹤0.01% 2730

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

Wells Fargo's PXI Position: Q1 2026 in Review

Wells Fargo sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2026, closing a stake of 15,409 shares — an estimated $816K sold.

Wells Fargo first reported a position in PXI in Q2 2013 and held it in 51 quarters. The position peaked at $11.4M in Q2 2021. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

  • Wells Fargo reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Wells Fargo sold 15,409 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2026, an estimated $816K.
  • Wells Fargo first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2013 and held it in 51 quarters.
  • Wells Fargo's Invesco Dorsey Wright Energy Momentum ETF position peaked at $11.4M in Q2 2021.
  • 42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.