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Atria Wealth Solutions’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-9,372
Closed -$400K – 1846
2022
Q1 		$400K Buy
+9,372
New +$348K 0.01% 1182

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
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
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

Atria Wealth Solutions's PXI Position: Q2 2022 in Review

Atria Wealth Solutions sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q2 2022, closing a stake of 9,372 shares — an estimated $400K sold.

Atria Wealth Solutions first reported a position in PXI in Q1 2022 and held it in 1 quarter. The position peaked at $400K in Q1 2022. 72 funds tracked by Wall St. Rank hold PXI as of Q2 2022.

  • Atria Wealth Solutions reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,372 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2022, an estimated $400K.
  • Atria Wealth Solutions first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Invesco Dorsey Wright Energy Momentum ETF position peaked at $400K in Q1 2022.
  • 72 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.