AlphaCore Capital’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

AlphaCore Capital’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	$1.04M	Buy	+17,545	New	+$929K	0.02%	374

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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

AlphaCore Capital's PXI Position: Q1 2026 in Review

AlphaCore Capital opened a new position in Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2026: 17,545 shares worth $1.04M. The stake represents 0.02% of the portfolio and ranks #374 among its holdings.

42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

AlphaCore Capital held 17,545 shares of Invesco Dorsey Wright Energy Momentum ETF worth $1.04M as of Q1 2026.
Invesco Dorsey Wright Energy Momentum ETF was a new AlphaCore Capital position in Q1 2026.
Invesco Dorsey Wright Energy Momentum ETF made up 0.02% of AlphaCore Capital's portfolio in Q1 2026, its #374 holding.
42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.