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

IFP 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
Q3 		$61.2K Sell
1,000
-204
-17% -$12.5K ﹤0.01% 2275
2026
Q2 		$66.3K Hold
1,204
– – ﹤0.01% 2225
2026
Q1 		$71.7K Hold
1,204
– – ﹤0.01% 2048
2025
Q4 		$54.5K Buy
1,204
+1
+0.1% +$47 ﹤0.01% 2149
2025
Q3 		$56.4K Hold
1,203
– – ﹤0.01% 2018
2025
Q2 		$51.9K Buy
1,203
+1
+0.1% +$41 ﹤0.01% 2027
2025
Q1 		$52.5K Buy
1,202
+51
+4% +$2.29K ﹤0.01% 1868
2024
Q4 		$51K Buy
1,151
+1
+0.1% +$46 ﹤0.01% 1826
2024
Q3 		$49.6K Buy
1,150
+950
+475% +$43.2K ﹤0.01% 1739
2024
Q2 		$9.47K Sell
200
-67
-25% -$3.22K ﹤0.01% 2360
2024
Q1 		$13.1K Hold
267
– – ﹤0.01% 2146
2023
Q4 		$11.9K Hold
267
– – ﹤0.01% 2127
2023
Q3 		$12.3K Hold
267
– – ﹤0.01% 2162
2023
Q2 		$10.6K Hold
267
– – ﹤0.01% 2284
2023
Q1 		$11.8K Hold
267
– – ﹤0.01% 2231
2022
Q4 		$12K Hold
267
– – ﹤0.01% 3282
2022
Q3 		$12K Hold
267
– – ﹤0.01% 3522
2022
Q2 		$12K Hold
267
– – ﹤0.01% 3267
2022
Q1 		$12K Sell
267
-1,463
-85% -$54.3K ﹤0.01% 3265
2021
Q4 		$53K Buy
+1,730
New +$56K ﹤0.01% 1528
2021
Q3 		– Sell
-3,223
Closed -$99K – 3440
2021
Q2 		$99K Buy
3,223
+2,223
+222% +$60.4K ﹤0.01% 1249
2021
Q1 		$25K Buy
+1,000
New +$23.4K ﹤0.01% 1754
2018
Q3 		– Sell
-150
Closed -$6K – 3985
2018
Q2 		$6K Buy
+150
New +$6.36K ﹤0.01% 3180
2017
Q2 		– Sell
-130
Closed -$5K – 4181
2017
Q1 		$5K Hold
130
– – ﹤0.01% 3315
2016
Q4 		$6K Sell
130
-70
-35% -$2.96K ﹤0.01% 3206
2016
Q3 		$8K Sell
200
-830
-81% -$32.2K ﹤0.01% 2988
2016
Q2 		$39K Buy
+1,030
New +$38K ﹤0.01% 1927
2016
Q1 		– Sell
-1,052
Closed -$35K – 3187
2015
Q4 		$35K Buy
+1,052
New +$40.2K ﹤0.01% 1822

Other funds holding PXI

AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Trueblood Wealth Management
Trueblood Wealth Management Lima, Ohio $284M AUM 20.17% 1-Year Est. Return
Leelyn Smith
Leelyn Smith Geneva, Illinois $903M AUM 26.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cherry Tree Wealth Management
Cherry Tree Wealth Management Minnetonka, Minnesota $531M AUM 9.26% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Advantage Trust Company
Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
Financial Network Wealth Advisors
Financial Network Wealth Advisors Murray, Utah $101M AUM 11.91% 1-Year Est. Return

IFP Advisors's PXI Position: Q3 2026 in Review

IFP Advisors reduced its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 17% in Q3 2026, selling an estimated $12.5K and leaving 1,000 shares worth $61.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2275.

IFP Advisors first reported a position in PXI in Q4 2015 and has held it in 28 quarters since. The position peaked at $99K in Q2 2021. 11 funds tracked by Wall St. Rank hold PXI as of Q3 2026.

  • IFP Advisors held 1,000 shares of Invesco Dorsey Wright Energy Momentum ETF worth $61.2K as of Q3 2026.
  • IFP Advisors sold 204 Invesco Dorsey Wright Energy Momentum ETF shares in Q3 2026, an estimated $12.5K.
  • Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2275 holding.
  • IFP Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2015 and has held it in 28 quarters since.
  • IFP Advisors's Invesco Dorsey Wright Energy Momentum ETF position peaked at $99K in Q2 2021.
  • 11 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.