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

FourThought Financial’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 Q1	–	Sell	-232	Closed	-$7K	–	1546
2021 Q4	$7K	Hold	232	–	–	﹤0.01%	1156
2021 Q3	$7K	Sell	232 -24	-9%	-$633	﹤0.01%	1166
2021 Q2	$7K	Hold	256	–	–	﹤0.01%	1166
2021 Q1	$6K	Hold	256	–	–	﹤0.01%	1151
2020 Q4	$4K	Buy	+256	New	+$3.89K	﹤0.01%	1195

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

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

RJFSA

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

FourThought Financial's PXI Position: Q1 2022 in Review

FourThought Financial sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2022, closing a stake of 232 shares — an estimated $7K sold.

FourThought Financial first reported a position in PXI in Q4 2020 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 67 funds tracked by Wall St. Rank hold PXI as of Q1 2022.

FourThought Financial reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2022 after selling out during the quarter.
FourThought Financial sold 232 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2022, an estimated $7K.
FourThought Financial first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2020 and held it in 5 quarters.
FourThought Financial's Invesco Dorsey Wright Energy Momentum ETF position peaked at $7K in Q4 2021.
67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2022.

Based on FourThought Financial's 13F filing for Q1 2022, filed 29 Apr 2022.