Madden Advisory Services’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Madden Advisory Services’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
2015 Q4	–	Sell	-492	Closed	-$17K	–	236
2015 Q3	$17K	Hold	492	–	–	0.01%	184
2015 Q2	$22K	Buy	+492	New	+$23.5K	0.01%	176
2015 Q1	–	Sell	-492	Closed	-$22K	–	226
2014 Q4	$22K	Hold	492	–	–	0.01%	189
2014 Q3	$28K	Hold	492	–	–	0.01%	205
2014 Q2	$32K	Sell	492 -293	-37%	-$17.8K	0.02%	196
2014 Q1	$45K	Sell	785 -155	-16%	-$8.47K	0.02%	155
2013 Q4	$52K	Hold	940	–	–	0.04%	128
2013 Q3	$47K	Sell	940 -150	-14%	-$7.46K	0.04%	119
2013 Q2	$52K	Buy	+1,090	New	+$53.1K	0.04%	111

Other funds holding PXI

Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Madden Advisory Services's PXI Position: Q4 2015 in Review

Madden Advisory Services sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q4 2015, closing a stake of 492 shares — an estimated $17K sold.

Madden Advisory Services first reported a position in PXI in Q2 2013 and held it in 9 quarters. The position peaked at $52K in Q4 2013. 40 funds tracked by Wall St. Rank hold PXI as of Q4 2015.

Madden Advisory Services reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q4 2015 after selling out during the quarter.
Madden Advisory Services sold 492 Invesco Dorsey Wright Energy Momentum ETF shares in Q4 2015, an estimated $17K.
Madden Advisory Services first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2013 and held it in 9 quarters.
Madden Advisory Services's Invesco Dorsey Wright Energy Momentum ETF position peaked at $52K in Q4 2013.
40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2015.

Based on Madden Advisory Services's 13F filing for Q4 2015, filed 10 Feb 2016.