CX Institutional’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

CX Institutional’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	-34,520	Closed	-$1.49M	–	562
2022 Q4	$1.49M	Buy	34,520 +8,542	+33%	+$391K	0.09%	219
2022 Q3	$1.02M	Buy	+25,978	New	+$1.08M	0.07%	255

Other funds holding PXI

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CX Institutional's PXI Position: Q1 2023 in Review

CX Institutional sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2023, closing a stake of 34,520 shares — an estimated $1.49M sold.

CX Institutional first reported a position in PXI in Q3 2022 and held it in 2 quarters. The position peaked at $1.49M in Q4 2022. 51 funds tracked by Wall St. Rank hold PXI as of Q1 2023.

CX Institutional reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2023 after selling out during the quarter.
CX Institutional sold 34,520 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2023, an estimated $1.49M.
CX Institutional first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q3 2022 and held it in 2 quarters.
CX Institutional's Invesco Dorsey Wright Energy Momentum ETF position peaked at $1.49M in Q4 2022.
51 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2023.

Based on CX Institutional's 13F filing for Q1 2023, filed 4 May 2023.