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

Trueblood 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
Q2 		$594K Buy
10,796
+115
+1% +$6.68K 0.21% 142
2026
Q1 		$636K Buy
10,681
+296
+3% +$15.7K 0.25% 128
2025
Q4 		$470K Buy
10,385
+47
+0.5% +$2.19K 0.18% 157
2025
Q3 		$485K Buy
10,338
+575
+6% +$25.2K 0.19% 152
2025
Q2 		$421K Buy
9,763
+1,140
+13% +$46.6K 0.18% 162
2025
Q1 		$377K Buy
8,623
+3,230
+60% +$145K 0.17% 162
2024
Q4 		$239K Buy
+5,393
New +$249K 0.12% 206

Other funds holding PXI

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Trueblood Wealth Management's PXI Position: Q2 2026 in Review

Trueblood Wealth Management increased its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 1.1% in Q2 2026, buying an estimated $6.68K and bringing the position to 10,796 shares worth $594K. The position accounts for 0.21% of the portfolio, ranked #142.

Trueblood Wealth Management first reported a position in PXI in Q4 2024 and has held it in 7 quarters since. The position peaked at $636K in Q1 2026. 10 funds tracked by Wall St. Rank hold PXI as of Q2 2026.

  • Trueblood Wealth Management held 10,796 shares of Invesco Dorsey Wright Energy Momentum ETF worth $594K as of Q2 2026.
  • Trueblood Wealth Management bought 115 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2026, an estimated $6.68K.
  • Invesco Dorsey Wright Energy Momentum ETF made up 0.21% of Trueblood Wealth Management's portfolio in Q2 2026, its #142 holding.
  • Trueblood Wealth Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2024 and has held it in 7 quarters since.
  • Trueblood Wealth Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $636K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.