Executive Wealth Management’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Executive Wealth Management’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
2019 Q3	–	Sell	-11	Closed	–	–	618
2019 Q2	$0	Hold	11	–	–	﹤0.01%	933
2019 Q1	$0	Hold	11	–	–	﹤0.01%	916
2018 Q4	$0	Buy	+11	New	+$392	﹤0.01%	904

Other funds holding PXI

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Executive Wealth Management's PXI Position: Q3 2019 in Review

Executive Wealth Management sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q3 2019, closing a stake of 11 shares.

Executive Wealth Management first reported a position in PXI in Q4 2018 and held it in 3 quarters. The position peaked at $0 in Q2 2019. 28 funds tracked by Wall St. Rank hold PXI as of Q3 2019.

Executive Wealth Management reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 11 Invesco Dorsey Wright Energy Momentum ETF shares in Q3 2019.
Executive Wealth Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $0 in Q2 2019.
28 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.