Keating Financial Advisory Services’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Keating Financial 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 Q1	$252K	Hold	4,240	–	–	0.04%	290
2025 Q4	$192K	Buy	+4,240	New	+$198K	0.03%	373

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

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 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

Keating Financial Advisory Services's PXI Position: Q1 2026 in Review

Keating Financial Advisory Services held its Invesco Dorsey Wright Energy Momentum ETF (PXI) position steady in Q1 2026 at 4,240 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #290.

Keating Financial Advisory Services first reported a position in PXI in Q4 2025 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

Keating Financial Advisory Services held 4,240 shares of Invesco Dorsey Wright Energy Momentum ETF worth $252K as of Q1 2026.
Keating Financial Advisory Services left its Invesco Dorsey Wright Energy Momentum ETF share count unchanged in Q1 2026.
Invesco Dorsey Wright Energy Momentum ETF made up 0.04% of Keating Financial Advisory Services's portfolio in Q1 2026, its #290 holding.
Keating Financial Advisory Services first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2025 and has held it in 2 quarters since.
42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.