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Atlas Brown’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Atlas Brown’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
2019
Q3 		– Sell
-7,486
Closed -$223K – 151
2019
Q2 		$223K Buy
7,486
+18
+0.2% +$548 0.15% 143
2019
Q1 		$240K Sell
7,468
-221
-3% -$7.03K 0.17% 132
2018
Q4 		$218K Sell
7,689
-159
-2% -$5.67K 0.17% 129
2018
Q3 		$347K Sell
7,848
-13
-0.2% -$554 0.21% 114
2018
Q2 		$348K Sell
7,861
-477
-6% -$20.2K 0.08% 106
2018
Q1 		$316K Buy
8,338
+327
+4% +$12.7K 0.06% 115
2017
Q4 		$338K Buy
8,011
+253
+3% +$9.25K 0.06% 111
2017
Q3 		$277K Buy
7,758
+111
+1% +$3.65K 0.06% 113
2017
Q2 		$255K Sell
7,647
-133
-2% -$4.73K 0.22% 111
2017
Q1 		$304K Sell
7,780
-598
-7% -$24.8K 0.24% 102
2016
Q4 		$348K Hold
8,378
– – 0.14% 88
2016
Q3 		$348K Sell
8,378
-90
-1% -$3.5K 0.14% 88
2016
Q2 		$321K Sell
8,468
-235
-3% -$8.66K 0.13% 93
2016
Q1 		$282K Hold
8,703
– – 0.12% 103
2015
Q4 		$247K Buy
8,703
+241
+3% +$9.21K 0.16% 101
2015
Q3 		$301K Buy
8,462
+1
+0% +$40 0.13% 86
2015
Q2 		$352K Buy
8,461
+177
+2% +$8.45K 0.14% 83
2015
Q1 		$392K Sell
8,284
-228
-3% -$10.3K 0.11% 72
2014
Q4 		$381K Buy
8,512
+589
+7% +$28.9K 0.1% 76
2014
Q3 		$459K Buy
+7,923
New +$493K 0.17% 61

Other funds holding PXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atlas Brown's PXI Position: Q3 2019 in Review

Atlas Brown sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q3 2019, closing a stake of 7,486 shares — an estimated $223K sold.

Atlas Brown first reported a position in PXI in Q3 2014 and held it in 20 quarters. The position peaked at $459K in Q3 2014. 28 funds tracked by Wall St. Rank hold PXI as of Q3 2019.

  • Atlas Brown reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q3 2019 after selling out during the quarter.
  • Atlas Brown sold 7,486 Invesco Dorsey Wright Energy Momentum ETF shares in Q3 2019, an estimated $223K.
  • Atlas Brown first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q3 2014 and held it in 20 quarters.
  • Atlas Brown's Invesco Dorsey Wright Energy Momentum ETF position peaked at $459K in Q3 2014.
  • 28 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q3 2019.

Based on Atlas Brown's 13F filing for Q3 2019, filed 29 Oct 2019.