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Aptus Capital Advisors’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Aptus Capital 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 		– Sell
-380
Closed -$15K – 803
2022
Q2 		$15K Sell
380
-82
-18% -$3.63K ﹤0.01% 554
2022
Q1 		$20K Buy
+462
New +$17.2K ﹤0.01% 571

Other funds holding PXI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

Aptus Capital Advisors's PXI Position: Q3 2022 in Review

Aptus Capital Advisors sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q3 2022, closing a stake of 380 shares — an estimated $15K sold.

Aptus Capital Advisors first reported a position in PXI in Q1 2022 and held it in 2 quarters. The position peaked at $20K in Q1 2022. 66 funds tracked by Wall St. Rank hold PXI as of Q3 2022.

  • Aptus Capital Advisors reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • Aptus Capital Advisors sold 380 Invesco Dorsey Wright Energy Momentum ETF shares in Q3 2022, an estimated $15K.
  • Aptus Capital Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2022 and held it in 2 quarters.
  • Aptus Capital Advisors's Invesco Dorsey Wright Energy Momentum ETF position peaked at $20K in Q1 2022.
  • 66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q3 2022.

Based on Aptus Capital Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.