HighTower Advisors’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

HighTower Advisors’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 Q1	–	Sell	-554,579	Closed	-$24M	–	3615
2022 Q4	$24M	Buy	554,579 +61,431	+12%	+$2.81M	0.05%	342
2022 Q3	$19.4M	Sell	493,148 -127,137	-20%	-$5.26M	0.05%	345
2022 Q2	$23.7M	Buy	620,285 +1,207	+0.2%	+$53.5K	0.06%	306
2022 Q1	$26.4M	Buy	619,078 +5,735	+0.9%	+$213K	0.06%	311
2021 Q4	$18.8M	Buy	+613,343	New	+$19.9M	0.04%	399
2021 Q3	–	Sell	-657,186	Closed	-$20.1M	–	3384
2021 Q2	$20.1M	Buy	657,186 +33,293	+5%	+$904K	0.06%	314
2021 Q1	$15.4M	Buy	+623,893	New	+$14.6M	0.05%	352

Other funds holding PXI

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 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

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors's PXI Position: Q1 2023 in Review

HighTower Advisors sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2023, closing a stake of 554,579 shares — an estimated $24M sold.

HighTower Advisors first reported a position in PXI in Q1 2021 and held it in 7 quarters. The position peaked at $26.4M in Q1 2022. 51 funds tracked by Wall St. Rank hold PXI as of Q1 2023.

HighTower Advisors reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2023 after selling out during the quarter.
HighTower Advisors sold 554,579 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2023, an estimated $24M.
HighTower Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2021 and held it in 7 quarters.
HighTower Advisors's Invesco Dorsey Wright Energy Momentum ETF position peaked at $26.4M in Q1 2022.
51 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2023.

Based on HighTower Advisors's 13F filing for Q1 2023, filed 12 May 2023.