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Kalos Management’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Kalos 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
2022
Q1 		– Sell
-12,331
Closed -$432K – 275
2021
Q4 		$432K Buy
12,331
+1,018
+9% +$33K 0.12% 176
2021
Q3 		$397K Buy
+11,313
New +$298K 0.11% 179

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Kalos Management's PXI Position: Q1 2022 in Review

Kalos Management sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2022, closing a stake of 12,331 shares — an estimated $432K sold.

Kalos Management first reported a position in PXI in Q3 2021 and held it in 2 quarters. The position peaked at $432K in Q4 2021. 67 funds tracked by Wall St. Rank hold PXI as of Q1 2022.

  • Kalos Management reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2022 after selling out during the quarter.
  • Kalos Management sold 12,331 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2022, an estimated $432K.
  • Kalos Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q3 2021 and held it in 2 quarters.
  • Kalos Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $432K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2022.

Based on Kalos Management's 13F filing for Q1 2022, filed 21 Jun 2022.