Cypress Capital’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Cypress Capital’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 Q3	–	Sell	-7,094	Closed	-$271K	–	162
2022 Q2	$271K	Hold	7,094	–	–	0.04%	154
2022 Q1	$303K	Hold	7,094	–	–	0.04%	169
2021 Q4	$217K	Hold	7,094	–	–	0.02%	194
2021 Q3	$219K	Buy	+7,094	New	+$187K	0.03%	174

Other funds holding PXI

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

TFA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

CPC

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

Cypress Capital's PXI Position: Q3 2022 in Review

Cypress Capital sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q3 2022, closing a stake of 7,094 shares — an estimated $271K sold.

Cypress Capital first reported a position in PXI in Q3 2021 and held it in 4 quarters. The position peaked at $303K in Q1 2022. 66 funds tracked by Wall St. Rank hold PXI as of Q3 2022.

Cypress Capital reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q3 2022 after selling out during the quarter.
Cypress Capital sold 7,094 Invesco Dorsey Wright Energy Momentum ETF shares in Q3 2022, an estimated $271K.
Cypress Capital first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q3 2021 and held it in 4 quarters.
Cypress Capital's Invesco Dorsey Wright Energy Momentum ETF position peaked at $303K in Q1 2022.
66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q3 2022.

Based on Cypress Capital's 13F filing for Q3 2022, filed 1 Feb 2023.