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CoreCap Advisors’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

CoreCap 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
-802
Closed -$25K – 1695
2021
Q4 		$25K Buy
+802
New +$26K ﹤0.01% 1252

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 $21.3B AUM 22.13% 1-Year Est. Return

CoreCap Advisors's PXI Position: Q1 2022 in Review

CoreCap Advisors sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2022, closing a stake of 802 shares — an estimated $25K sold.

CoreCap Advisors first reported a position in PXI in Q4 2021 and held it in 1 quarter. The position peaked at $25K in Q4 2021. 67 funds tracked by Wall St. Rank hold PXI as of Q1 2022.

  • CoreCap Advisors reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • CoreCap Advisors sold 802 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2022, an estimated $25K.
  • CoreCap Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2021 and held it in 1 quarter.
  • CoreCap Advisors's Invesco Dorsey Wright Energy Momentum ETF position peaked at $25K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2022.

Based on CoreCap Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.