American Portfolios Advisors’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

American Portfolios 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
2022 Q3	$3.93K	Hold	100	–	–	﹤0.01%	2916
2022 Q2	$3.82K	Hold	100	–	–	﹤0.01%	2934
2022 Q1	$4.27K	Hold	100	–	–	﹤0.01%	2996
2021 Q4	$3.06K	Hold	100	–	–	﹤0.01%	3058
2021 Q3	$3.09K	Hold	100	–	–	﹤0.01%	3033
2021 Q2	$3.06K	Hold	100	–	–	﹤0.01%	3019
2021 Q1	$2.48K	Hold	100	–	–	﹤0.01%	2937
2020 Q4	$1.76K	Hold	100	–	–	﹤0.01%	2724
2020 Q3	$1.28K	Hold	100	–	–	﹤0.01%	2726
2020 Q2	$1.52K	Hold	100	–	–	﹤0.01%	2610
2020 Q1	$1.04K	Hold	100	–	–	﹤0.01%	2553
2019 Q4	$2.81K	Hold	100	–	–	﹤0.01%	2478
2019 Q3	$2.6K	Hold	100	–	–	﹤0.01%	2434
2019 Q2	$2.98K	Hold	100	–	–	﹤0.01%	2351
2019 Q1	$3.22K	Hold	100	–	–	﹤0.01%	2234
2018 Q4	$2.84K	Sell	100 -750	-88%	-$26.8K	﹤0.01%	2046
2018 Q3	$37.5K	Buy	850 +750	+750%	+$32K	﹤0.01%	1236
2018 Q2	$4.32K	Hold	100	–	–	﹤0.01%	2025
2018 Q1	$3.79K	Hold	100	–	–	﹤0.01%	1968
2017 Q4	$3.95K	Buy	+100	New	+$3.66K	﹤0.01%	1915

Other funds holding PXI

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

TFA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

American Portfolios Advisors's PXI Position: Q3 2022 in Review

American Portfolios Advisors held its Invesco Dorsey Wright Energy Momentum ETF (PXI) position steady in Q3 2022 at 100 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #2916.

American Portfolios Advisors first reported a position in PXI in Q4 2017 and has held it in 20 quarters since. The position peaked at $37.5K in Q3 2018. 66 funds tracked by Wall St. Rank hold PXI as of Q3 2022.

American Portfolios Advisors held 100 shares of Invesco Dorsey Wright Energy Momentum ETF worth $3.93K as of Q3 2022.
American Portfolios Advisors left its Invesco Dorsey Wright Energy Momentum ETF share count unchanged in Q3 2022.
Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2916 holding.
American Portfolios Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Invesco Dorsey Wright Energy Momentum ETF position peaked at $37.5K in Q3 2018.
66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.