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

Lansing Street 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
2022 Q4	–	Sell	-1,028	Closed	-$40K	–	374
2022 Q3	$40K	Buy	1,028 +51	+5%	+$2.11K	0.03%	143
2022 Q2	$37K	Hold	977	–	–	0.03%	138
2022 Q1	$43K	Buy	+977	New	+$36.3K	0.03%	141

Other funds holding PXI

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

CPC

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

Lansing Street Advisors's PXI Position: Q4 2022 in Review

Lansing Street Advisors sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q4 2022, closing a stake of 1,028 shares — an estimated $40K sold.

Lansing Street Advisors first reported a position in PXI in Q1 2022 and held it in 3 quarters. The position peaked at $43K in Q1 2022. 66 funds tracked by Wall St. Rank hold PXI as of Q4 2022.

Lansing Street Advisors reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q4 2022 after selling out during the quarter.
Lansing Street Advisors sold 1,028 Invesco Dorsey Wright Energy Momentum ETF shares in Q4 2022, an estimated $40K.
Lansing Street Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2022 and held it in 3 quarters.
Lansing Street Advisors's Invesco Dorsey Wright Energy Momentum ETF position peaked at $43K in Q1 2022.
66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2022.

Based on Lansing Street Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.