Gradient Investments’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Gradient Investments’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
2019 Q4	–	Sell	-155	Closed	-$4K	–	1199
2019 Q3	$4K	Hold	155	–	–	﹤0.01%	838
2019 Q2	$5K	Hold	155	–	–	﹤0.01%	773
2019 Q1	$5K	Hold	155	–	–	﹤0.01%	653
2018 Q4	$4K	Hold	155	–	–	﹤0.01%	748
2018 Q3	$7K	Hold	155	–	–	﹤0.01%	691
2018 Q2	$7K	Hold	155	–	–	﹤0.01%	677
2018 Q1	$6K	Sell	155 -72	-32%	-$2.79K	﹤0.01%	702
2017 Q4	$9K	Buy	+227	New	+$8.3K	﹤0.01%	615
2017 Q3	–	Sell	-155	Closed	-$5K	–	592
2017 Q2	$5K	Hold	155	–	–	﹤0.01%	580
2017 Q1	$6K	Hold	155	–	–	﹤0.01%	591
2016 Q4	$7K	Hold	155	–	–	﹤0.01%	505
2016 Q3	$6K	Hold	155	–	–	﹤0.01%	518
2016 Q2	$6K	Hold	155	–	–	﹤0.01%	495
2016 Q1	$5K	Hold	155	–	–	﹤0.01%	535
2015 Q4	$5K	Hold	155	–	–	﹤0.01%	496
2015 Q3	$6K	Hold	155	–	–	﹤0.01%	436
2015 Q2	$7K	Hold	155	–	–	﹤0.01%	429
2015 Q1	$7K	Hold	155	–	–	﹤0.01%	454
2014 Q4	$7K	Hold	155	–	–	﹤0.01%	397
2014 Q3	$9K	Hold	155	–	–	﹤0.01%	340
2014 Q2	$10K	Buy	+155	New	+$9.41K	﹤0.01%	354

Other funds holding PXI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Gradient Investments's PXI Position: Q4 2019 in Review

Gradient Investments sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q4 2019, closing a stake of 155 shares — an estimated $4K sold.

Gradient Investments first reported a position in PXI in Q2 2014 and held it in 21 quarters. The position peaked at $10K in Q2 2014. 25 funds tracked by Wall St. Rank hold PXI as of Q4 2019.

Gradient Investments reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q4 2019 after selling out during the quarter.
Gradient Investments sold 155 Invesco Dorsey Wright Energy Momentum ETF shares in Q4 2019, an estimated $4K.
Gradient Investments first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2014 and held it in 21 quarters.
Gradient Investments's Invesco Dorsey Wright Energy Momentum ETF position peaked at $10K in Q2 2014.
25 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2019.

Based on Gradient Investments's 13F filing for Q4 2019, filed 15 Jan 2020.