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

Capital Investment Advisory Services’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	$29.2K	Hold	530	–	–	﹤0.01%	1033
2026 Q1	$31.6K	Hold	530	–	–	﹤0.01%	931
2025 Q4	$24K	Hold	530	–	–	﹤0.01%	939
2025 Q3	$24.8K	Hold	530	–	–	﹤0.01%	879
2025 Q2	$22.9K	Hold	530	–	–	﹤0.01%	861
2025 Q1	$23.1K	Hold	530	–	–	﹤0.01%	801
2024 Q4	$23.5K	Hold	530	–	–	﹤0.01%	744
2024 Q3	$22.9K	Hold	530	–	–	﹤0.01%	779
2024 Q2	$25.1K	Hold	530	–	–	﹤0.01%	749
2024 Q1	$25.9K	Hold	530	–	–	﹤0.01%	735
2023 Q4	$23.7K	Hold	530	–	–	﹤0.01%	760
2023 Q3	$24.5K	Hold	530	–	–	﹤0.01%	710
2023 Q2	$20.9K	Hold	530	–	–	﹤0.01%	694
2023 Q1	$21.1K	Hold	530	–	–	﹤0.01%	681
2022 Q4	$22.9K	Hold	530	–	–	﹤0.01%	684
2022 Q3	$21K	Hold	530	–	–	﹤0.01%	643
2022 Q2	$20K	Hold	530	–	–	﹤0.01%	664
2022 Q1	$23K	Sell	530 -234	-31%	-$8.69K	﹤0.01%	686
2021 Q4	$23K	Hold	764	–	–	﹤0.01%	662
2021 Q3	$24K	Hold	764	–	–	﹤0.01%	617
2021 Q2	$23K	Hold	764	–	–	﹤0.01%	648
2021 Q1	$19K	Hold	764	–	–	﹤0.01%	614
2020 Q4	$13K	Buy	764 +234	+44%	+$3.55K	﹤0.01%	606
2020 Q3	$7K	Hold	530	–	–	﹤0.01%	568
2020 Q2	$8K	Hold	530	–	–	﹤0.01%	496
2020 Q1	$6K	Hold	530	–	–	﹤0.01%	498
2019 Q4	$15K	Sell	530 -312	-37%	-$8.21K	﹤0.01%	460
2019 Q3	$22K	Sell	842 -863	-51%	-$23.2K	0.01%	792
2019 Q2	$49K	Buy	1,705 +2	+0.1%	+$61	0.01%	558
2019 Q1	$55K	Buy	1,703 +1	+0.1%	+$32	0.02%	465
2018 Q4	$48K	Buy	+1,702	New	+$60.7K	0.02%	464

Other funds holding PXI

TWM

Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

ATC

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FNWA

Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

Capital Investment Advisory Services's PXI Position: Q2 2026 in Review

Capital Investment Advisory Services held its Invesco Dorsey Wright Energy Momentum ETF (PXI) position steady in Q2 2026 at 530 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Capital Investment Advisory Services first reported a position in PXI in Q4 2018 and has held it in 31 quarters since. The position peaked at $55K in Q1 2019. 10 funds tracked by Wall St. Rank hold PXI as of Q2 2026.

Capital Investment Advisory Services held 530 shares of Invesco Dorsey Wright Energy Momentum ETF worth $29.2K as of Q2 2026.
Capital Investment Advisory Services left its Invesco Dorsey Wright Energy Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1033 holding.
Capital Investment Advisory Services first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2018 and has held it in 31 quarters since.
Capital Investment Advisory Services's Invesco Dorsey Wright Energy Momentum ETF position peaked at $55K in Q1 2019.
10 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.