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Cherry Tree Wealth Management’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Cherry Tree Wealth Management’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 		$77.4K Hold
1,300
– – 0.02% 231
2025
Q4 		$58.8K Buy
+1,300
New +$60.6K 0.01% 253

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

Cherry Tree Wealth Management's PXI Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Invesco Dorsey Wright Energy Momentum ETF (PXI) position steady in Q1 2026 at 1,300 shares worth $77.4K. The position accounts for 0.02% of the portfolio, ranked #231.

Cherry Tree Wealth Management first reported a position in PXI in Q4 2025 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

  • Cherry Tree Wealth Management held 1,300 shares of Invesco Dorsey Wright Energy Momentum ETF worth $77.4K as of Q1 2026.
  • Cherry Tree Wealth Management left its Invesco Dorsey Wright Energy Momentum ETF share count unchanged in Q1 2026.
  • Invesco Dorsey Wright Energy Momentum ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #231 holding.
  • Cherry Tree Wealth Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • 42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.