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Glassman Wealth Services’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Glassman Wealth 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
2021
Q4 		– Sell
-500
Closed -$15K – 1853
2021
Q3 		$15K Hold
500
– – ﹤0.01% 660
2021
Q2 		$15K Hold
500
– – ﹤0.01% 654
2021
Q1 		$12K Buy
+500
New +$11.7K ﹤0.01% 673

Other funds holding PXI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Glassman Wealth Services's PXI Position: Q4 2021 in Review

Glassman Wealth Services sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q4 2021, closing a stake of 500 shares — an estimated $15K sold.

Glassman Wealth Services first reported a position in PXI in Q1 2021 and held it in 3 quarters. The position peaked at $15K in Q3 2021. 57 funds tracked by Wall St. Rank hold PXI as of Q4 2021.

  • Glassman Wealth Services reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q4 2021 after selling out during the quarter.
  • Glassman Wealth Services sold 500 Invesco Dorsey Wright Energy Momentum ETF shares in Q4 2021, an estimated $15K.
  • Glassman Wealth Services first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2021 and held it in 3 quarters.
  • Glassman Wealth Services's Invesco Dorsey Wright Energy Momentum ETF position peaked at $15K in Q3 2021.
  • 57 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2021.

Based on Glassman Wealth Services's 13F filing for Q4 2021, filed 14 Feb 2022.