SIS
PXI icon

Sound Income Strategies’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Sound Income Strategies’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 		– Sell
-2,623
Closed -$152K – 1919
2026
Q1 		$152K Hold
2,623
– – 0.01% 489
2025
Q4 		$126K Buy
+2,623
New +$122K 0.01% 525

Other funds holding PXI

TWM
Trueblood Wealth Management Lima, Ohio $286M AUM 27.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LS
Leelyn Smith Geneva, Illinois $822M AUM 31.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

Sound Income Strategies's PXI Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q2 2026, closing a stake of 2,623 shares — an estimated $152K sold.

Sound Income Strategies first reported a position in PXI in Q4 2025 and held it in 2 quarters. The position peaked at $152K in Q1 2026. 10 funds tracked by Wall St. Rank hold PXI as of Q2 2026.

  • Sound Income Strategies reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2,623 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2026, an estimated $152K.
  • Sound Income Strategies first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Invesco Dorsey Wright Energy Momentum ETF position peaked at $152K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.