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 Q2	$233K	Hold	4,240	–	–	0.03%	338
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 $1.18B 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

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

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

Keating Financial Advisory Services's PXI Position: Q2 2026 in Review

Keating Financial Advisory Services held its Invesco Dorsey Wright Energy Momentum ETF (PXI) position steady in Q2 2026 at 4,240 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #338.

Keating Financial Advisory Services first reported a position in PXI in Q4 2025 and has held it in 3 quarters since. The position peaked at $252K in Q1 2026. 43 funds tracked by Wall St. Rank hold PXI as of Q2 2026.

Keating Financial Advisory Services held 4,240 shares of Invesco Dorsey Wright Energy Momentum ETF worth $233K as of Q2 2026.
Keating Financial Advisory Services left its Invesco Dorsey Wright Energy Momentum ETF share count unchanged in Q2 2026.
Invesco Dorsey Wright Energy Momentum ETF made up 0.03% of Keating Financial Advisory Services's portfolio in Q2 2026, its #338 holding.
Keating Financial Advisory Services first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2025 and has held it in 3 quarters since.
Keating Financial Advisory Services's Invesco Dorsey Wright Energy Momentum ETF position peaked at $252K in Q1 2026.
43 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.