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

MGB 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
2024 Q4	–	Sell	-500	Closed	-$21.6K	–	301
2024 Q3	$21.6K	Hold	500	–	–	0.01%	251
2024 Q2	$24.2K	Hold	500	–	–	0.01%	248
2024 Q1	$24.5K	Hold	500	–	–	0.01%	236
2023 Q4	$22.3K	Buy	+500	New	+$21.9K	0.01%	233

Other funds holding PXI

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

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

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

MGB Wealth Management's PXI Position: Q4 2024 in Review

MGB Wealth Management sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q4 2024, closing a stake of 500 shares — an estimated $21.6K sold.

MGB Wealth Management first reported a position in PXI in Q4 2023 and held it in 4 quarters. The position peaked at $24.5K in Q1 2024. 34 funds tracked by Wall St. Rank hold PXI as of Q4 2024.

MGB Wealth Management reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q4 2024 after selling out during the quarter.
MGB Wealth Management sold 500 Invesco Dorsey Wright Energy Momentum ETF shares in Q4 2024, an estimated $21.6K.
MGB Wealth Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2023 and held it in 4 quarters.
MGB Wealth Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $24.5K in Q1 2024.
34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2024.

Based on MGB Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.