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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
Q2 		$787K Buy
14,295
+738
+5% +$42.8K 0.01% 814
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 $1.18B AUM 31.24% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kingsview Wealth Management's PXI Position: Q2 2026 in Review

Kingsview Wealth Management increased its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 5.4% in Q2 2026, buying an estimated $42.8K and bringing the position to 14,295 shares worth $787K. The position accounts for 0.01% of the portfolio, ranked #814.

Kingsview Wealth Management first reported a position in PXI in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.54M in Q2 2021. 44 funds tracked by Wall St. Rank hold PXI as of Q2 2026.

  • Kingsview Wealth Management held 14,295 shares of Invesco Dorsey Wright Energy Momentum ETF worth $787K as of Q2 2026.
  • Kingsview Wealth Management bought 738 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2026, an estimated $42.8K.
  • Invesco Dorsey Wright Energy Momentum ETF made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #814 holding.
  • Kingsview Wealth Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2021 and has held it in 19 quarters since.
  • Kingsview Wealth Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $1.54M in Q2 2021.
  • 44 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.