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Invesco Dorsey Wright Energy (PXI)

CUSIP: 46137V878 | NYSE | 175 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

AlphaCore Capital LLC16,117
0.0% of portfolio›$986.5K
Trueblood Wealth Management, LLC10,862
0.2% of portfolio›$664.8K
Leelyn Smith, LLC6,686
0.0% of portfolio›$409.3K
Truist Financial Corp3,972
0.0% of portfolio›$243.1K
Farther Finance Advisors, LLC1,300
0.0% of portfolio›$79.6K
Cherry Tree Wealth Management, LLC1,300
0.0% of portfolio›$79.6K
IFP Advisors, Inc1,000
0.0% of portfolio›$61.2K
Rossby Financial, LCC980
0.0% of portfolio›$60.0K
Advantage Trust Co600
0.0% of portfolio›$36.7K
Assetmark, Inc560
0.0% of portfolio›$34.3K
Capital Investment Advisory Services, LLC530
0.0% of portfolio›$32.4K
Financial Network Wealth Advisors LLC209
0.0% of portfolio›$12.8K
StyleTurnoverLocationFiled
AlphaCore Capital LLC
16,117$986.5K0.0%ETFLowLa Jolla, CA2026-11-04
Trueblood Wealth Management, LLC
10,862$664.8K0.2%CoreLowLima, OH2026-10-23
Leelyn Smith, LLC
6,686$409.3K0.0%GrowthLowGeneva, IL2026-11-03
Truist Financial Corp
3,972$243.1K0.0%CoreLowCharlotte, NC2026-10-30
Farther Finance Advisors, LLC
1,300$79.6K0.0%IndexLowSan Francisco, CA2026-10-08
Cherry Tree Wealth Management, LLC
1,300$79.6K0.0%ETFVery LowMinnetonka, MN2026-10-15
IFP Advisors, Inc
1,000$61.2K0.0%GrowthLowTampa, FL2026-10-16
Rossby Financial, LCC
980$60.0K0.0%ETFMediumMelbourne, FL2026-11-05
Advantage Trust Co
600$36.7K0.0%ETFVery LowSalina, KS2026-10-19
Assetmark, Inc
560$34.3K0.0%ETFLowConcord, CA2026-10-21
Capital Investment Advisory Services, LLC
530$32.4K0.0%CoreMediumRaleigh, NC2026-10-30
Financial Network Wealth Advisors LLC
209$12.8K0.0%ETFLowMurray, UT2026-10-28