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Gateway Advisory’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Gateway Advisory’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
2017
Q1 		– Sell
-6,930
Closed -$301K – 91
2016
Q4 		$301K Buy
+6,930
New +$293K 0.1% 45

Other funds holding PXI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAM
SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gateway Advisory's PXI Position: Q1 2017 in Review

Gateway Advisory sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2017, closing a stake of 6,930 shares — an estimated $301K sold.

Gateway Advisory first reported a position in PXI in Q4 2016 and held it in 1 quarter. The position peaked at $301K in Q4 2016. 46 funds tracked by Wall St. Rank hold PXI as of Q1 2017.

  • Gateway Advisory reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2017 after selling out during the quarter.
  • Gateway Advisory sold 6,930 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2017, an estimated $301K.
  • Gateway Advisory first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2016 and held it in 1 quarter.
  • Gateway Advisory's Invesco Dorsey Wright Energy Momentum ETF position peaked at $301K in Q4 2016.
  • 46 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2017.

Based on Gateway Advisory's 13F filing for Q1 2017, filed 10 May 2017.