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 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 $1.17B AUM 23.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Advisory Services Network's PXI Position: Q1 2026 in Review

Advisory Services Network opened a new position in Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2026: 9,787 shares worth $583K. The stake represents 0.01% of the portfolio and ranks #1199 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in PXI as recently as Q4 2023.

Advisory Services Network first reported a position in PXI in Q2 2018 and has held it in 14 quarters since. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

Advisory Services Network held 9,787 shares of Invesco Dorsey Wright Energy Momentum ETF worth $583K as of Q1 2026.
Invesco Dorsey Wright Energy Momentum ETF was a new Advisory Services Network position in Q1 2026.
Invesco Dorsey Wright Energy Momentum ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1199 holding.
Advisory Services Network first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2018 and has held it in 14 quarters since.
42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.