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 Q2	$1.04M	Buy	18,963 +1,418	+8%	+$82.3K	0.02%	453
2026 Q1	$1.04M	Buy	+17,545	New	+$929K	0.02%	374

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AlphaCore Capital's PXI Position: Q2 2026 in Review

AlphaCore Capital increased its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 8.1% in Q2 2026, buying an estimated $82.3K and bringing the position to 18,963 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #453.

AlphaCore Capital first reported a position in PXI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.04M in Q1 2026. 43 funds tracked by Wall St. Rank hold PXI as of Q2 2026.

AlphaCore Capital held 18,963 shares of Invesco Dorsey Wright Energy Momentum ETF worth $1.04M as of Q2 2026.
AlphaCore Capital bought 1,418 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2026, an estimated $82.3K.
Invesco Dorsey Wright Energy Momentum ETF made up 0.02% of AlphaCore Capital's portfolio in Q2 2026, its #453 holding.
AlphaCore Capital first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2026 and has held it in 2 quarters since.
AlphaCore Capital's Invesco Dorsey Wright Energy Momentum ETF position peaked at $1.04M in Q1 2026.
43 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.