Focus Financial Network’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Focus Financial Network’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 Q2	–	Sell	-18,058	Closed	-$720K	–	606
2023 Q1	$720K	Buy	18,058 +3,525	+24%	+$149K	0.04%	284
2022 Q4	$628K	Sell	14,533 -6,720	-32%	-$307K	0.05%	247
2022 Q3	$835K	Sell	21,253 -8,358	-28%	-$346K	0.07%	200
2022 Q2	$1.13M	Buy	+29,611	New	+$1.31M	0.09%	172

Other funds holding PXI

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TRCT

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

Focus Financial Network's PXI Position: Q2 2023 in Review

Focus Financial Network sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q2 2023, closing a stake of 18,058 shares — an estimated $720K sold.

Focus Financial Network first reported a position in PXI in Q2 2022 and held it in 4 quarters. The position peaked at $1.13M in Q2 2022. 36 funds tracked by Wall St. Rank hold PXI as of Q2 2023.

Focus Financial Network reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q2 2023 after selling out during the quarter.
Focus Financial Network sold 18,058 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2023, an estimated $720K.
Focus Financial Network first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2022 and held it in 4 quarters.
Focus Financial Network's Invesco Dorsey Wright Energy Momentum ETF position peaked at $1.13M in Q2 2022.
36 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2023.

Based on Focus Financial Network's 13F filing for Q2 2023, filed 23 Jul 2024.