Financial Management Professionals’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Financial Management Professionals’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 Q4	–	Sell	-47,871	Closed	-$1.88M	–	1046
2022 Q3	$1.88M	Buy	47,871 +6,936	+17%	+$287K	0.43%	35
2022 Q2	$1.56M	Buy	40,935 +15,803	+63%	+$700K	0.38%	37
2022 Q1	$1.07M	Buy	25,132 +20,181	+408%	+$750K	0.23%	43
2021 Q4	$152K	Buy	+4,951	New	+$160K	0.03%	119
2018 Q4	–	Sell	-55,491	Closed	-$2.45M	–	314
2018 Q3	$2.45M	Buy	55,491 +14,630	+36%	+$624K	0.95%	21
2018 Q2	$1.76M	Buy	+40,861	New	+$1.73M	0.72%	22
2017 Q1	–	Sell	-56,532	Closed	-$2.4M	–	305
2016 Q4	$2.4M	Buy	+56,532	New	+$2.39M	1.25%	19
2014 Q4	–	Sell	-79,723	Closed	-$4.62M	–	308
2014 Q3	$4.62M	Buy	79,723 +1,874	+2%	+$117K	3.15%	9
2014 Q2	$5.08M	Buy	+77,849	New	+$4.73M	3.36%	9

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

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

TFA

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

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

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

Financial Management Professionals's PXI Position: Q4 2022 in Review

Financial Management Professionals sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q4 2022, closing a stake of 47,871 shares — an estimated $1.88M sold.

Financial Management Professionals first reported a position in PXI in Q2 2014 and held it in 9 quarters. The position peaked at $5.08M in Q2 2014. 66 funds tracked by Wall St. Rank hold PXI as of Q4 2022.

Financial Management Professionals reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q4 2022 after selling out during the quarter.
Financial Management Professionals sold 47,871 Invesco Dorsey Wright Energy Momentum ETF shares in Q4 2022, an estimated $1.88M.
Financial Management Professionals first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2014 and held it in 9 quarters.
Financial Management Professionals's Invesco Dorsey Wright Energy Momentum ETF position peaked at $5.08M in Q2 2014.
66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2022.

Based on Financial Management Professionals's 13F filing for Q4 2022, filed 11 Jan 2023.