Truist Financial’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Truist Financial’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	$219K	Buy	3,969 +3	+0.1%	+$174	﹤0.01%	2734
2026 Q1	$236K	Sell	3,966 -3,581	-47%	-$190K	﹤0.01%	2546
2025 Q4	$341K	Buy	7,547 +9	+0.1%	+$420	﹤0.01%	2254
2025 Q3	$353K	Buy	7,538 +9	+0.1%	+$394	﹤0.01%	2218
2025 Q2	$325K	Sell	7,529 -241	-3%	-$9.86K	﹤0.01%	2171
2025 Q1	$339K	Buy	7,770 +7	+0.1%	+$314	﹤0.01%	2084
2024 Q4	$344K	Sell	7,763 -593	-7%	-$27.4K	﹤0.01%	2082
2024 Q3	$360K	Sell	8,356 -3,166	-27%	-$144K	﹤0.01%	2028
2024 Q2	$546K	Buy	11,522 +17	+0.1%	+$817	﹤0.01%	1921
2024 Q1	$563K	Buy	11,505 +6	+0.1%	+$270	﹤0.01%	1897
2023 Q4	$514K	Buy	11,499 +14	+0.1%	+$612	﹤0.01%	1952
2023 Q3	$531K	Buy	11,485 +20	+0.2%	+$881	﹤0.01%	1892
2023 Q2	$453K	Sell	11,465 -41,813	-78%	-$1.6M	﹤0.01%	2008
2023 Q1	$2.12M	Sell	53,278 -1,490	-3%	-$63.2K	﹤0.01%	1201
2022 Q4	$2.37M	Sell	54,768 -2,758	-5%	-$126K	﹤0.01%	1127
2022 Q3	$2.26M	Buy	57,526 +1	+0%	+$41	﹤0.01%	1104
2022 Q2	$2.2M	Buy	57,525 +3,195	+6%	+$142K	﹤0.01%	1172
2022 Q1	$2.32M	Buy	54,330 +39,476	+266%	+$1.47M	﹤0.01%	1232
2021 Q4	$455K	Sell	14,854 -249	-2%	-$8.06K	﹤0.01%	2072
2021 Q3	$467K	Sell	15,103 -48,107	-76%	-$1.27M	﹤0.01%	2045
2021 Q2	$1.93M	Buy	63,210 +17,450	+38%	+$474K	﹤0.01%	1304
2021 Q1	$1.13M	Buy	+45,760	New	+$1.07M	﹤0.01%	1522

Other funds holding PXI

TWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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 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

Truist Financial's PXI Position: Q2 2026 in Review

Truist Financial increased its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 0.08% in Q2 2026, buying an estimated $174 and bringing the position to 3,969 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #2734.

Truist Financial first reported a position in PXI in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.37M in Q4 2022. 10 funds tracked by Wall St. Rank hold PXI as of Q2 2026.

Truist Financial held 3,969 shares of Invesco Dorsey Wright Energy Momentum ETF worth $219K as of Q2 2026.
Truist Financial bought 3 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2026, an estimated $174.
Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2734 holding.
Truist Financial first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2021 and has held it in 22 quarters since.
Truist Financial's Invesco Dorsey Wright Energy Momentum ETF position peaked at $2.37M in Q4 2022.
10 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.