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International Assets Investment Management’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

International Assets Investment Management’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
2024
Q3 		– Sell
-3,320
Closed -$157K – 2446
2024
Q2 		$157K Buy
+3,320
New +$160K 0.01% 788

Other funds holding PXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

International Assets Investment Management's PXI Position: Q3 2024 in Review

International Assets Investment Management sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q3 2024, closing a stake of 3,320 shares — an estimated $157K sold.

International Assets Investment Management first reported a position in PXI in Q2 2024 and held it in 1 quarter. The position peaked at $157K in Q2 2024. 38 funds tracked by Wall St. Rank hold PXI as of Q3 2024.

  • International Assets Investment Management reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 3,320 Invesco Dorsey Wright Energy Momentum ETF shares in Q3 2024, an estimated $157K.
  • International Assets Investment Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $157K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.