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B. Riley Wealth Advisors’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

B. Riley Wealth 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
Q1 		– Sell
-21,177
Closed -$649K – 1480
2021
Q4 		$649K Sell
21,177
-1,159
-5% -$37.5K 0.02% 695
2021
Q3 		$691K Buy
22,336
+590
+3% +$15.6K 0.02% 650
2021
Q2 		$666K Sell
21,746
-23
-0.1% -$624 0.02% 655
2021
Q1 		$540K Buy
+21,769
New +$509K 0.02% 699
2015
Q4 		– Sell
-6,395
Closed -$228K – 608
2015
Q3 		$228K Sell
6,395
-100
-2% -$3.98K 0.05% 431
2015
Q2 		$296K Hold
6,495
– – 0.07% 338
2015
Q1 		$307K Buy
6,495
+550
+9% +$24.9K 0.07% 349
2014
Q4 		$266 Buy
5,945
+1,200
+25% +$58.9K 0.01% 1193
2014
Q3 		$275K Sell
4,745
-4,245
-47% -$264K 0.07% 387
2014
Q2 		$297K Buy
8,990
+4,725
+111% +$287K 0.07% 320
2014
Q1 		$247K Buy
4,265
+575
+16% +$31.4K 0.07% 313
2013
Q4 		$205K Buy
3,690
+320
+9% +$17.1K 0.07% 341
2013
Q3 		$168K Buy
3,370
+180
+6% +$8.95K 0.06% 392
2013
Q2 		$152K Buy
+3,190
New +$155K 0.05% 421

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

B. Riley Wealth Advisors's PXI Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2022, closing a stake of 21,177 shares — an estimated $649K sold.

B. Riley Wealth Advisors first reported a position in PXI in Q2 2013 and held it in 14 quarters. The position peaked at $691K in Q3 2021. 67 funds tracked by Wall St. Rank hold PXI as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 21,177 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2022, an estimated $649K.
  • B. Riley Wealth Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2013 and held it in 14 quarters.
  • B. Riley Wealth Advisors's Invesco Dorsey Wright Energy Momentum ETF position peaked at $691K in Q3 2021.
  • 67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.