First Allied Advisory Services’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

First Allied Advisory Services’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 Q4	–	Sell	-1,063	Closed	-$28K	–	1505
2019 Q3	$28K	Buy	+1,063	New	+$28.5K	﹤0.01%	1431
2018 Q1	–	Sell	-1,063	Closed	-$42K	–	1406
2017 Q4	$42K	Buy	+1,063	New	+$38.9K	﹤0.01%	1324

Other funds holding PXI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IWM

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

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

RJA

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

First Allied Advisory Services's PXI Position: Q4 2019 in Review

First Allied Advisory Services sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q4 2019, closing a stake of 1,063 shares — an estimated $28K sold.

First Allied Advisory Services first reported a position in PXI in Q4 2017 and held it in 2 quarters. The position peaked at $42K in Q4 2017. 25 funds tracked by Wall St. Rank hold PXI as of Q4 2019.

First Allied Advisory Services reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 1,063 Invesco Dorsey Wright Energy Momentum ETF shares in Q4 2019, an estimated $28K.
First Allied Advisory Services first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2017 and held it in 2 quarters.
First Allied Advisory Services's Invesco Dorsey Wright Energy Momentum ETF position peaked at $42K in Q4 2017.
25 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.