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Consolidated Planning Corp’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Consolidated Planning Corp’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
Q1 		– Sell
-98,103
Closed -$4.24M – 127
2022
Q4 		$4.24M Sell
98,103
-8,344
-8% -$382K 1.17% 23
2022
Q3 		$4.18M Sell
106,447
-8,814
-8% -$365K 1.3% 21
2022
Q2 		$4.4M Buy
+115,261
New +$5.11M 1.38% 18

Other funds holding PXI

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Consolidated Planning Corp's PXI Position: Q1 2023 in Review

Consolidated Planning Corp sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2023, closing a stake of 98,103 shares — an estimated $4.24M sold.

Consolidated Planning Corp first reported a position in PXI in Q2 2022 and held it in 3 quarters. The position peaked at $4.4M in Q2 2022. 51 funds tracked by Wall St. Rank hold PXI as of Q1 2023.

  • Consolidated Planning Corp reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Consolidated Planning Corp sold 98,103 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2023, an estimated $4.24M.
  • Consolidated Planning Corp first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2022 and held it in 3 quarters.
  • Consolidated Planning Corp's Invesco Dorsey Wright Energy Momentum ETF position peaked at $4.4M in Q2 2022.
  • 51 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2023.

Based on Consolidated Planning Corp's 13F filing for Q1 2023, filed 4 May 2023.