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Farther Finance Advisors’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Farther Finance Advisors’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 		$71.6K Hold
1,300
– – ﹤0.01% 2965
2026
Q1 		$75.2K Hold
1,300
– – ﹤0.01% 2719
2025
Q4 		$58.8K Buy
1,300
+200
+18% +$9.32K ﹤0.01% 2711
2025
Q3 		$51.6K Hold
1,100
– – ﹤0.01% 2424
2025
Q2 		$47.4K Sell
1,100
-167
-13% -$6.83K ﹤0.01% 2155
2025
Q1 		$55.9K Buy
+1,267
New +$56.9K ﹤0.01% 1839

Other funds holding PXI

TWM
Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IA
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
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
AssetMark Inc
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

Farther Finance Advisors's PXI Position: Q2 2026 in Review

Farther Finance Advisors held its Invesco Dorsey Wright Energy Momentum ETF (PXI) position steady in Q2 2026 at 1,300 shares worth $71.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2965.

Farther Finance Advisors first reported a position in PXI in Q1 2025 and has held it in 6 quarters since. The position peaked at $75.2K in Q1 2026. 10 funds tracked by Wall St. Rank hold PXI as of Q2 2026.

  • Farther Finance Advisors held 1,300 shares of Invesco Dorsey Wright Energy Momentum ETF worth $71.6K as of Q2 2026.
  • Farther Finance Advisors 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 Farther Finance Advisors's portfolio in Q2 2026, its #2965 holding.
  • Farther Finance Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's Invesco Dorsey Wright Energy Momentum ETF position peaked at $75.2K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.