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Kingsview Wealth Management’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Kingsview Wealth Management’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 		$807K Sell
13,557
-40
-0.3% -$2.12K 0.01% 741
2025
Q4 		$615K Hold
13,597
– – 0.01% 780
2025
Q3 		$637K Hold
13,597
– – 0.01% 731
2025
Q2 		$586K Sell
13,597
-2,080
-13% -$85.1K 0.01% 717
2025
Q1 		$685K Sell
15,677
-2,050
-12% -$92K 0.01% 631
2024
Q4 		$786K Hold
17,727
– – 0.02% 612
2024
Q3 		$765K Sell
17,727
-470
-3% -$21.4K 0.02% 599
2024
Q2 		$862K Sell
18,197
-5,296
-23% -$255K 0.02% 548
2024
Q1 		$1.15M Sell
23,493
-4,925
-17% -$222K 0.03% 462
2023
Q4 		$1.27M Sell
28,418
-642
-2% -$28.1K 0.04% 398
2023
Q3 		$1.34M Hold
29,060
– – 0.05% 367
2023
Q2 		$1.15M Hold
29,060
– – 0.05% 364
2023
Q1 		$1.16M Hold
29,060
– – 0.05% 356
2022
Q4 		$1.26M Hold
29,060
– – 0.05% 301
2022
Q3 		$1.14M Sell
29,060
-100
-0.3% -$4.14K 0.05% 304
2022
Q2 		$1.11M Buy
29,160
+100
+0.3% +$4.43K 0.05% 335
2022
Q1 		$1.24M Buy
+29,060
New +$1.08M 0.05% 327
2021
Q3 		– Sell
-48,853
Closed -$1.54M – 990
2021
Q2 		$1.54M Buy
+48,853
New +$1.33M 0.08% 274

Other funds holding PXI

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Kingsview Wealth Management's PXI Position: Q1 2026 in Review

Kingsview Wealth Management reduced its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 0.29% in Q1 2026, selling an estimated $2.12K and leaving 13,557 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #741.

Kingsview Wealth Management first reported a position in PXI in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.54M in Q2 2021. 42 funds tracked by Wall St. Rank hold PXI as of Q1 2026.

  • Kingsview Wealth Management held 13,557 shares of Invesco Dorsey Wright Energy Momentum ETF worth $807K as of Q1 2026.
  • Kingsview Wealth Management sold 40 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2026, an estimated $2.12K.
  • Invesco Dorsey Wright Energy Momentum ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #741 holding.
  • Kingsview Wealth Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2021 and has held it in 18 quarters since.
  • Kingsview Wealth Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $1.54M in Q2 2021.
  • 42 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.