Acorn Wealth Advisors’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Acorn Wealth Advisors’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
2018 Q2	–	Sell	-185	Closed	-$8K	–	729
2018 Q1	$8K	Hold	185	–	–	0.01%	554
2017 Q4	$8K	Buy	+185	New	+$6.77K	0.01%	532

Other funds holding PXI

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Acorn Wealth Advisors's PXI Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q2 2018, closing a stake of 185 shares — an estimated $8K sold.

Acorn Wealth Advisors first reported a position in PXI in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 45 funds tracked by Wall St. Rank hold PXI as of Q2 2018.

Acorn Wealth Advisors reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 185 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2018, an estimated $8K.
Acorn Wealth Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's Invesco Dorsey Wright Energy Momentum ETF position peaked at $8K in Q1 2018.
45 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.