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Bellwether Investment Group’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-260
Closed -$10K – 486
2017
Q1 		$10K Sell
260
-250
-49% -$10.4K 0.03% 494
2016
Q4 		$22K Buy
+510
New +$21.5K 0.02% 427

Other funds holding PXI

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bellwether Investment Group's PXI Position: Q2 2017 in Review

Bellwether Investment Group sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q2 2017, closing a stake of 260 shares — an estimated $10K sold.

Bellwether Investment Group first reported a position in PXI in Q4 2016 and held it in 2 quarters. The position peaked at $22K in Q4 2016. 34 funds tracked by Wall St. Rank hold PXI as of Q2 2017.

  • Bellwether Investment Group reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 260 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2017, an estimated $10K.
  • Bellwether Investment Group first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Invesco Dorsey Wright Energy Momentum ETF position peaked at $22K in Q4 2016.
  • 34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.