MML Investors Services
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MML Investors Services’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

MML Investors 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
2018
Q3 		– Sell
-5,509
Closed -$238K – 1623
2018
Q2 		$238K Sell
5,509
-46
-0.8% -$1.95K 0.01% 1190
2018
Q1 		$211K Buy
5,555
+252
+5% +$9.77K ﹤0.01% 1252
2017
Q4 		$209K Buy
+5,303
New +$194K ﹤0.01% 1289

Other funds holding PXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MML Investors Services's PXI Position: Q3 2018 in Review

MML Investors Services sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q3 2018, closing a stake of 5,509 shares — an estimated $238K sold.

MML Investors Services first reported a position in PXI in Q4 2017 and held it in 3 quarters. The position peaked at $238K in Q2 2018. 38 funds tracked by Wall St. Rank hold PXI as of Q3 2018.

  • MML Investors Services reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q3 2018 after selling out during the quarter.
  • MML Investors Services sold 5,509 Invesco Dorsey Wright Energy Momentum ETF shares in Q3 2018, an estimated $238K.
  • MML Investors Services first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2017 and held it in 3 quarters.
  • MML Investors Services's Invesco Dorsey Wright Energy Momentum ETF position peaked at $238K in Q2 2018.
  • 38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q3 2018.

Based on MML Investors Services's 13F filing for Q3 2018, filed 7 Nov 2018.