Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Cambridge Investment Research 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
Q2 		$508K Buy
9,222
+3,667
+66% +$213K ﹤0.01% 2940
2026
Q1 		$331K Buy
+5,555
New +$294K ﹤0.01% 3196
2025
Q1 		– Sell
-5,141
Closed -$228K – 3605
2024
Q4 		$228K Sell
5,141
-384
-7% -$17.8K ﹤0.01% 3081
2024
Q3 		$238K Buy
5,525
+16
+0.3% +$728 ﹤0.01% 3006
2024
Q2 		$261K Buy
5,509
+336
+6% +$16.2K ﹤0.01% 2812
2024
Q1 		$253K Sell
5,173
-23,188
-82% -$1.04M ﹤0.01% 2843
2023
Q4 		$1.27M Buy
28,361
+3,123
+12% +$137K 0.01% 1489
2023
Q3 		$1.17M Buy
25,238
+18,647
+283% +$821K 0.01% 1464
2023
Q2 		$260K Sell
6,591
-5,339
-45% -$204K ﹤0.01% 2663
2023
Q1 		$476K Buy
11,930
+3,991
+50% +$169K ﹤0.01% 2122
2022
Q4 		$343K Buy
7,939
+729
+10% +$33.4K ﹤0.01% 2322
2022
Q3 		$283K Sell
7,210
-2,266
-24% -$93.8K ﹤0.01% 2411
2022
Q2 		$362K Sell
9,476
-7,491
-44% -$332K ﹤0.01% 2209
2022
Q1 		$725K Sell
16,967
-11,396
-40% -$423K ﹤0.01% 1813
2021
Q4 		$868K Buy
28,363
+12,211
+76% +$395K ﹤0.01% 1678
2021
Q3 		$499K Sell
16,152
-16,171
-50% -$426K ﹤0.01% 2060
2021
Q2 		$989K Buy
32,323
+5,317
+20% +$144K ﹤0.01% 1540
2021
Q1 		$669K Buy
+27,006
New +$631K ﹤0.01% 1689
2018
Q4 		– Sell
-13,959
Closed -$616K – 2255
2018
Q3 		$616K Sell
13,959
-8,999
-39% -$384K 0.01% 1324
2018
Q2 		$991K Buy
22,958
+14,653
+176% +$622K 0.01% 985
2018
Q1 		$315K Buy
+8,305
New +$322K ﹤0.01% 1633
2017
Q4 		– Sell
-6,052
Closed -$216K – 2148
2017
Q3 		$216K Buy
+6,052
New +$199K ﹤0.01% 1778
2017
Q2 		– Sell
-12,351
Closed -$482K – 1973
2017
Q1 		$482K Sell
12,351
-3,156
-20% -$131K 0.01% 1101
2016
Q4 		$675K Buy
15,507
+7,191
+86% +$304K 0.01% 866
2016
Q3 		$345K Sell
8,316
-853
-9% -$33.1K 0.01% 1225
2016
Q2 		$348K Sell
9,169
-37
-0.4% -$1.36K 0.01% 1108
2016
Q1 		$298K Buy
9,206
+2,233
+32% +$66.6K 0.01% 1173
2015
Q4 		$234K Sell
6,973
-82
-1% -$3.13K 0.01% 1265
2015
Q3 		$251K Buy
7,055
+649
+10% +$25.8K 0.01% 1122
2015
Q2 		$291K Buy
+6,406
New +$306K 0.01% 1073

Other funds holding PXI

TWM
Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 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
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 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

Cambridge Investment Research Advisors's PXI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 66% in Q2 2026, buying an estimated $213K and bringing the position to 9,222 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #2940.

Cambridge Investment Research Advisors first reported a position in PXI in Q2 2015 and has held it in 30 quarters since. The position peaked at $1.27M in Q4 2023. 10 funds tracked by Wall St. Rank hold PXI as of Q2 2026.

  • Cambridge Investment Research Advisors held 9,222 shares of Invesco Dorsey Wright Energy Momentum ETF worth $508K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 3,667 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2026, an estimated $213K.
  • Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2940 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2015 and has held it in 30 quarters since.
  • Cambridge Investment Research Advisors's Invesco Dorsey Wright Energy Momentum ETF position peaked at $1.27M in Q4 2023.
  • 10 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.