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Advantage Trust Company’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Advantage Trust Company’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
Q2 		$33K Buy
+600
New +$34.8K 0.01% 130
2025
Q4 		– Sell
-600
Closed -$28.1K – 171
2025
Q3 		$28.1K Hold
600
– – 0.01% 135
2025
Q2 		$25.9K Buy
+600
New +$24.5K 0.01% 159
2024
Q3 		– Sell
-600
Closed -$28.4K – 167
2024
Q2 		$28.4K Hold
600
– – 0.02% 132
2024
Q1 		$29.4K Hold
600
– – 0.02% 130
2023
Q4 		$26.8K Buy
+600
New +$26.2K 0.02% 136

Other funds holding PXI

TWM
Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

Advantage Trust Company's PXI Position: Q2 2026 in Review

Advantage Trust Company opened a new position in Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q2 2026: 600 shares worth $33K. The stake represents 0.01% of the portfolio and ranks #130 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in PXI as recently as Q3 2025.

Advantage Trust Company first reported a position in PXI in Q4 2023 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold PXI as of Q2 2026.

  • Advantage Trust Company held 600 shares of Invesco Dorsey Wright Energy Momentum ETF worth $33K as of Q2 2026.
  • Invesco Dorsey Wright Energy Momentum ETF was a new Advantage Trust Company position in Q2 2026.
  • Invesco Dorsey Wright Energy Momentum ETF made up 0.01% of Advantage Trust Company's portfolio in Q2 2026, its #130 holding.
  • Advantage Trust Company first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2023 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.