Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Carson Wealth (CWM LLC)’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
Q3 		– Sell
-123
Closed -$4K – 1543
2017
Q2 		$4K Buy
+123
New +$4.38K ﹤0.01% 923

Other funds holding PXI

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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PXI Position: Q3 2017 in Review

Carson Wealth (CWM LLC) sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q3 2017, closing a stake of 123 shares — an estimated $4K sold.

Carson Wealth (CWM LLC) first reported a position in PXI in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 32 funds tracked by Wall St. Rank hold PXI as of Q3 2017.

  • Carson Wealth (CWM LLC) reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q3 2017 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 123 Invesco Dorsey Wright Energy Momentum ETF shares in Q3 2017, an estimated $4K.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2017 and held it in 1 quarter.
  • Carson Wealth (CWM LLC)'s Invesco Dorsey Wright Energy Momentum ETF position peaked at $4K in Q2 2017.
  • 32 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q3 2017.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2017, filed 16 Oct 2017.