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Axxcess Wealth Management’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Axxcess Wealth Management’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
Q4 		– Sell
-5,224
Closed -$205K – 664
2022
Q3 		$205K Buy
+5,224
New +$216K 0.02% 499

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
Bank of America
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Axxcess Wealth Management's PXI Position: Q4 2022 in Review

Axxcess Wealth Management sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q4 2022, closing a stake of 5,224 shares — an estimated $205K sold.

Axxcess Wealth Management first reported a position in PXI in Q3 2022 and held it in 1 quarter. The position peaked at $205K in Q3 2022. 66 funds tracked by Wall St. Rank hold PXI as of Q4 2022.

  • Axxcess Wealth Management reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q4 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 5,224 Invesco Dorsey Wright Energy Momentum ETF shares in Q4 2022, an estimated $205K.
  • Axxcess Wealth Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q3 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $205K in Q3 2022.
  • 66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2022.

Based on Axxcess Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.