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 Q3	$79.6K	Hold	1,300	–	–	0.02%	244
2026 Q2	$71.6K	Hold	1,300	–	–	0.01%	252
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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

ATC

Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return

Cherry Tree Wealth Management's PXI Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Invesco Dorsey Wright Energy Momentum ETF (PXI) position steady in Q3 2026 at 1,300 shares worth $79.6K. The position accounts for 0.02% of the portfolio, ranked #244.

Cherry Tree Wealth Management first reported a position in PXI in Q4 2025 and has held it in 4 quarters since. 4 funds tracked by Wall St. Rank hold PXI as of Q3 2026.

Cherry Tree Wealth Management held 1,300 shares of Invesco Dorsey Wright Energy Momentum ETF worth $79.6K as of Q3 2026.
Cherry Tree Wealth Management left its Invesco Dorsey Wright Energy Momentum ETF share count unchanged in Q3 2026.
Invesco Dorsey Wright Energy Momentum ETF made up 0.02% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #244 holding.
Cherry Tree Wealth Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2025 and has held it in 4 quarters since.
4 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.