IWM
PXI icon

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

IHT 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 		$1.12M Sell
18,755
-2,828
-13% -$150K 0.03% 537
2025
Q4 		$976K Buy
+21,583
New +$1.01M 0.02% 546
2025
Q1 		– Sell
-35,917
Closed -$1.59M – 1135
2024
Q4 		$1.59M Buy
35,917
+1,521
+4% +$70.3K 0.05% 322
2024
Q3 		$1.48M Sell
34,396
-1,381
-4% -$62.8K 0.04% 393
2024
Q2 		$1.69M Buy
35,777
+3,889
+12% +$187K 0.06% 286
2024
Q1 		$1.56M Buy
31,888
+3,057
+11% +$138K 0.06% 316
2023
Q4 		$1.29M Buy
28,831
+7,723
+37% +$338K 0.06% 322
2023
Q3 		$976K Buy
21,108
+827
+4% +$36.4K 0.05% 352
2023
Q2 		$801K Buy
20,281
+1,392
+7% +$53.3K 0.04% 392
2023
Q1 		$753K Sell
18,889
-843
-4% -$35.7K 0.04% 380
2022
Q4 		$853K Sell
19,732
-617
-3% -$28.2K 0.05% 334
2022
Q3 		$799K Buy
20,349
+6,860
+51% +$284K 0.06% 330
2022
Q2 		$515K Buy
13,489
+460
+4% +$20.4K 0.05% 383
2022
Q1 		$556K Buy
13,029
+15
+0.1% +$557 0.04% 387
2021
Q4 		$398K Sell
13,014
-27,829
-68% -$901K 0.03% 502
2021
Q3 		$1.26M Buy
40,843
+11,964
+41% +$316K 0.1% 201
2021
Q2 		$884K Buy
+28,879
New +$784K 0.06% 350
2020
Q1 		– Sell
-17,944
Closed -$504K – 637
2019
Q4 		$504K Buy
17,944
+774
+5% +$20.4K 0.06% 324
2019
Q3 		$447K Buy
17,170
+2,768
+19% +$74.3K 0.06% 335
2019
Q2 		$429K Sell
14,402
-307
-2% -$9.34K 0.06% 317
2019
Q1 		$473K Buy
+14,709
New +$468K 0.08% 272
2017
Q2 		– Sell
-100
Closed -$4K – 1457
2017
Q1 		$4K Buy
+100
New +$4.14K ﹤0.01% 996

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

IHT Wealth Management's PXI Position: Q1 2026 in Review

IHT Wealth Management reduced its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 13% in Q1 2026, selling an estimated $150K and leaving 18,755 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #537.

IHT Wealth Management first reported a position in PXI in Q1 2017 and has held it in 22 quarters since. The position peaked at $1.69M in Q2 2024. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

  • IHT Wealth Management held 18,755 shares of Invesco Dorsey Wright Energy Momentum ETF worth $1.12M as of Q1 2026.
  • IHT Wealth Management sold 2,828 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2026, an estimated $150K.
  • Invesco Dorsey Wright Energy Momentum ETF made up 0.03% of IHT Wealth Management's portfolio in Q1 2026, its #537 holding.
  • IHT Wealth Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2017 and has held it in 22 quarters since.
  • IHT Wealth Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $1.69M in Q2 2024.
  • 42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.