Advisory Services Network’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Advisory Services Network’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	$657K	Buy	11,927 +2,140	+22%	+$124K	0.01%	1244
2026 Q1	$583K	Buy	+9,787	New	+$518K	0.01%	1199
2024 Q1	–	Sell	-1,508	Closed	-$67.4K	–	3128
2023 Q4	$67.4K	Buy	+1,508	New	+$65.9K	﹤0.01%	1854
2023 Q2	–	Sell	-2,728	Closed	-$109K	–	3110
2023 Q1	$109K	Sell	2,728 -705	-21%	-$29.9K	﹤0.01%	1605
2022 Q4	$148K	Buy	+3,433	New	+$157K	﹤0.01%	1412
2021 Q3	–	Sell	-5,093	Closed	-$156K	–	2780
2021 Q2	$156K	Buy	+5,093	New	+$138K	﹤0.01%	1378
2020 Q4	–	Sell	-3,493	Closed	-$45K	–	3624
2020 Q3	$45K	Buy	+3,493	New	+$52.1K	﹤0.01%	1649
2020 Q2	–	Sell	-344	Closed	-$4K	–	2331
2020 Q1	$4K	Hold	344	–	–	﹤0.01%	2575
2019 Q4	$10K	Sell	344 -115	-25%	-$3.03K	﹤0.01%	2360
2019 Q3	$14K	Hold	459	–	–	﹤0.01%	2010
2019 Q2	$14K	Buy	459 +1	+0.2%	+$30	﹤0.01%	2008
2019 Q1	$15K	Hold	458	–	–	﹤0.01%	1715
2018 Q4	$13K	Buy	458 +106	+30%	+$3.78K	﹤0.01%	1663
2018 Q3	$16K	Sell	352 -2,846	-89%	-$121K	﹤0.01%	1649
2018 Q2	$138K	Buy	+3,198	New	+$136K	0.01%	835

Other funds holding PXI

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Advisory Services Network's PXI Position: Q2 2026 in Review

Advisory Services Network increased its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 22% in Q2 2026, buying an estimated $124K and bringing the position to 11,927 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #1244.

Advisory Services Network first reported a position in PXI in Q2 2018 and has held it in 15 quarters since. 43 funds tracked by Wall St. Rank hold PXI as of Q2 2026.

Advisory Services Network held 11,927 shares of Invesco Dorsey Wright Energy Momentum ETF worth $657K as of Q2 2026.
Advisory Services Network bought 2,140 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2026, an estimated $124K.
Invesco Dorsey Wright Energy Momentum ETF made up 0.01% of Advisory Services Network's portfolio in Q2 2026, its #1244 holding.
Advisory Services Network first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2018 and has held it in 15 quarters since.
43 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.