Global Retirement Partners’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Global Retirement Partners’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
2025 Q4	$114K	Hold	2,513	–	–	﹤0.01%	1838
2025 Q3	$118K	Hold	2,513	–	–	﹤0.01%	1448
2025 Q2	$108K	Buy	+2,513	New	+$103K	﹤0.01%	1389
2024 Q4	$44.9K	Buy	+1,013	New	+$46.8K	﹤0.01%	1667
2021 Q2	–	Sell	-3,950	Closed	-$98K	–	1923
2021 Q1	$98K	Buy	+3,950	New	+$92.3K	0.01%	577
2017 Q4	–	Sell	-130	Closed	-$5K	–	1459
2017 Q3	$5K	Hold	130	–	–	﹤0.01%	1010
2017 Q2	$4K	Hold	130	–	–	﹤0.01%	988
2017 Q1	$5K	Hold	130	–	–	﹤0.01%	916
2016 Q4	$6K	Buy	+130	New	+$5.49K	﹤0.01%	818

Other funds holding PXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

Global Retirement Partners's PXI Position: Q4 2025 in Review

Global Retirement Partners held its Invesco Dorsey Wright Energy Momentum ETF (PXI) position steady in Q4 2025 at 2,513 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Global Retirement Partners first reported a position in PXI in Q4 2016 and has held it in 9 quarters since. The position peaked at $118K in Q3 2025. 35 funds tracked by Wall St. Rank hold PXI as of Q4 2025.

Global Retirement Partners held 2,513 shares of Invesco Dorsey Wright Energy Momentum ETF worth $114K as of Q4 2025.
Global Retirement Partners left its Invesco Dorsey Wright Energy Momentum ETF share count unchanged in Q4 2025.
Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1838 holding.
Global Retirement Partners first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2016 and has held it in 9 quarters since.
Global Retirement Partners's Invesco Dorsey Wright Energy Momentum ETF position peaked at $118K in Q3 2025.
35 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.