Leelyn Smith
PXI icon

Leelyn Smith’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Leelyn Smith’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 		$409K Sell
6,686
-958
-13% -$58.5K 0.05% 130
2026
Q2 		$421K Buy
+7,644
New +$444K 0.05% 125

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
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
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 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

Leelyn Smith's PXI Position: Q3 2026 in Review

Leelyn Smith reduced its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 13% in Q3 2026, selling an estimated $58.5K and leaving 6,686 shares worth $409K. The position accounts for 0.05% of the portfolio, ranked #130.

Leelyn Smith first reported a position in PXI in Q2 2026 and has held it in 2 quarters since. The position peaked at $421K in Q2 2026. 11 funds tracked by Wall St. Rank hold PXI as of Q3 2026.

  • Leelyn Smith held 6,686 shares of Invesco Dorsey Wright Energy Momentum ETF worth $409K as of Q3 2026.
  • Leelyn Smith sold 958 Invesco Dorsey Wright Energy Momentum ETF shares in Q3 2026, an estimated $58.5K.
  • Invesco Dorsey Wright Energy Momentum ETF made up 0.05% of Leelyn Smith's portfolio in Q3 2026, its #130 holding.
  • Leelyn Smith first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2026 and has held it in 2 quarters since.
  • Leelyn Smith's Invesco Dorsey Wright Energy Momentum ETF position peaked at $421K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q3 2026.

Based on Leelyn Smith's 13F filing for Q3 2026, filed 3 Nov 2026.