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

MinichMacGregor 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
2023 Q1	–	Sell	-9,830	Closed	-$425K	–	502
2022 Q4	$425K	Sell	9,830 -303	-3%	-$13.9K	0.15%	51
2022 Q3	$398K	Sell	10,133 -1,136	-10%	-$47K	0.16%	56
2022 Q2	$430K	Sell	11,269 -1,610	-13%	-$71.4K	0.18%	50
2022 Q1	$550K	Sell	12,879 -442	-3%	-$16.4K	0.18%	61
2021 Q4	$407K	Buy	+13,321	New	+$431K	0.12%	65
2021 Q2	–	Sell	-15,665	Closed	-$388K	–	87
2021 Q1	$388K	Buy	+15,665	New	+$366K	0.15%	59
2018 Q3	–	Sell	-47	Closed	-$1K	–	575
2018 Q2	$1K	Buy	+47	New	+$1.99K	﹤0.01%	502

Other funds holding PXI

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MinichMacGregor Wealth Management's PXI Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2023, closing a stake of 9,830 shares — an estimated $425K sold.

MinichMacGregor Wealth Management first reported a position in PXI in Q2 2018 and held it in 7 quarters. The position peaked at $550K in Q1 2022. 51 funds tracked by Wall St. Rank hold PXI as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 9,830 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2023, an estimated $425K.
MinichMacGregor Wealth Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2018 and held it in 7 quarters.
MinichMacGregor Wealth Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $550K in Q1 2022.
51 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.