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Eudaimonia Partners’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Eudaimonia Partners’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
2021
Q2 		– Sell
-1,695
Closed -$42K – 1117
2021
Q1 		$42K Buy
+1,695
New +$39.6K 0.01% 701

Other funds holding PXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Eudaimonia Partners's PXI Position: Q2 2021 in Review

Eudaimonia Partners sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q2 2021, closing a stake of 1,695 shares — an estimated $42K sold.

Eudaimonia Partners first reported a position in PXI in Q1 2021 and held it in 1 quarter. The position peaked at $42K in Q1 2021. 46 funds tracked by Wall St. Rank hold PXI as of Q2 2021.

  • Eudaimonia Partners reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 1,695 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2021, an estimated $42K.
  • Eudaimonia Partners first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2021 and held it in 1 quarter.
  • Eudaimonia Partners's Invesco Dorsey Wright Energy Momentum ETF position peaked at $42K in Q1 2021.
  • 46 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.