First Capital Advisors Group’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

First Capital Advisors Group’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
2023 Q1	–	Sell	-1	Closed	-$33	–	239
2022 Q4	$33	Sell	1 -2,666	-100%	-$122K	﹤0.01%	226
2022 Q3	$105K	Buy	+2,667	New	+$110K	0.09%	149

Other funds holding PXI

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 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

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

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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Capital Advisors Group's PXI Position: Q1 2023 in Review

First Capital Advisors Group sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2023, closing a stake of 1 share — an estimated $33 sold.

First Capital Advisors Group first reported a position in PXI in Q3 2022 and held it in 2 quarters. The position peaked at $105K in Q3 2022. 51 funds tracked by Wall St. Rank hold PXI as of Q1 2023.

First Capital Advisors Group reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2023 after selling out during the quarter.
First Capital Advisors Group sold 1 Invesco Dorsey Wright Energy Momentum ETF share in Q1 2023, an estimated $33.
First Capital Advisors Group first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q3 2022 and held it in 2 quarters.
First Capital Advisors Group's Invesco Dorsey Wright Energy Momentum ETF position peaked at $105K in Q3 2022.
51 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2023.

Based on First Capital Advisors Group's 13F filing for Q1 2023, filed 15 May 2023.