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

Mainstay Capital 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
2021
Q3 		– Sell
-32,735
Closed -$1M – 125
2021
Q2 		$1M Buy
+32,735
New +$889K 0.24% 62

Other funds holding PXI

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Mainstay Capital Management's PXI Position: Q3 2021 in Review

Mainstay Capital Management sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q3 2021, closing a stake of 32,735 shares — an estimated $1M sold.

Mainstay Capital Management first reported a position in PXI in Q2 2021 and held it in 1 quarter. The position peaked at $1M in Q2 2021. 33 funds tracked by Wall St. Rank hold PXI as of Q3 2021.

  • Mainstay Capital Management reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q3 2021 after selling out during the quarter.
  • Mainstay Capital Management sold 32,735 Invesco Dorsey Wright Energy Momentum ETF shares in Q3 2021, an estimated $1M.
  • Mainstay Capital Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2021 and held it in 1 quarter.
  • Mainstay Capital Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $1M in Q2 2021.
  • 33 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q3 2021.

Based on Mainstay Capital Management's 13F filing for Q3 2021, filed 12 Nov 2021.