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

Lenox Wealth 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
2019
Q2 		– Sell
-2
Closed – – 713
2019
Q1 		$0 Buy
+2
New +$64 ﹤0.01% 704

Other funds holding PXI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Lenox Wealth Management's PXI Position: Q2 2019 in Review

Lenox Wealth Management sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q2 2019, closing a stake of 2 shares.

Lenox Wealth Management first reported a position in PXI in Q1 2019 and held it in 1 quarter. The position peaked at $0 in Q1 2019. 31 funds tracked by Wall St. Rank hold PXI as of Q2 2019.

  • Lenox Wealth Management reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q2 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 2 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2019.
  • Lenox Wealth Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2019 and held it in 1 quarter.
  • Lenox Wealth Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $0 in Q1 2019.
  • 31 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2019.

Based on Lenox Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.