Marshall Wace
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Marshall Wace’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Marshall Wace’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
Q2 		– Sell
-12,685
Closed -$542K – 3765
2022
Q1 		$542K Buy
+12,685
New +$471K ﹤0.01% 2739

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
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

Marshall Wace's PXI Position: Q2 2022 in Review

Marshall Wace sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q2 2022, closing a stake of 12,685 shares — an estimated $542K sold.

Marshall Wace first reported a position in PXI in Q1 2022 and held it in 1 quarter. The position peaked at $542K in Q1 2022. 72 funds tracked by Wall St. Rank hold PXI as of Q2 2022.

  • Marshall Wace reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • Marshall Wace sold 12,685 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2022, an estimated $542K.
  • Marshall Wace first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2022 and held it in 1 quarter.
  • Marshall Wace's Invesco Dorsey Wright Energy Momentum ETF position peaked at $542K in Q1 2022.
  • 72 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2022.

Based on Marshall Wace's 13F filing for Q2 2022, filed 15 Aug 2022.