Brown Brothers Harriman & Co’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Brown Brothers Harriman & Co’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
2023 Q2	–	Sell	-1,000	Closed	-$39.9K	–	1304
2023 Q1	$39.9K	Hold	1,000	–	–	﹤0.01%	773
2022 Q4	$43.2K	Hold	1,000	–	–	﹤0.01%	748
2022 Q3	$39K	Hold	1,000	–	–	﹤0.01%	802
2022 Q2	$38K	Hold	1,000	–	–	﹤0.01%	752
2022 Q1	$43K	Buy	+1,000	New	+$37.1K	﹤0.01%	803

Other funds holding PXI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Brown Brothers Harriman & Co's PXI Position: Q2 2023 in Review

Brown Brothers Harriman & Co sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q2 2023, closing a stake of 1,000 shares — an estimated $39.9K sold.

Brown Brothers Harriman & Co first reported a position in PXI in Q1 2022 and held it in 5 quarters. The position peaked at $43.2K in Q4 2022. 36 funds tracked by Wall St. Rank hold PXI as of Q2 2023.

Brown Brothers Harriman & Co reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q2 2023 after selling out during the quarter.
Brown Brothers Harriman & Co sold 1,000 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2023, an estimated $39.9K.
Brown Brothers Harriman & Co first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2022 and held it in 5 quarters.
Brown Brothers Harriman & Co's Invesco Dorsey Wright Energy Momentum ETF position peaked at $43.2K in Q4 2022.
36 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2023.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2023, filed 7 Aug 2023.