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

Murphy 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
2022 Q2	$209K	Buy	5,480 +340	+7%	+$15.1K	0.03%	210
2022 Q1	$219K	Buy	+5,140	New	+$191K	0.03%	216
2019 Q4	–	Sell	-9,569	Closed	-$249K	–	240
2019 Q3	$249K	Sell	9,569 -1,000	-9%	-$26.8K	0.04%	205
2019 Q2	$314K	Buy	10,569 +120	+1%	+$3.65K	0.05%	193
2019 Q1	$336K	Buy	10,449 +702	+7%	+$22.3K	0.05%	189
2018 Q4	$276K	Sell	9,747 -300	-3%	-$10.7K	0.05%	202
2018 Q3	$443K	Sell	10,047 -20	-0.2%	-$852	0.06%	183
2018 Q2	$434K	Buy	10,067 +650	+7%	+$27.6K	0.06%	189
2018 Q1	$356K	Sell	9,417 -25	-0.3%	-$969	0.05%	200
2017 Q4	$372K	Sell	9,442 -1,890	-17%	-$69.1K	0.05%	199
2017 Q3	$404K	Sell	11,332 -516	-4%	-$17K	0.06%	199
2017 Q2	$395K	Sell	11,848 -1,510	-11%	-$53.7K	0.06%	199
2017 Q1	$521K	Buy	13,358 +2,457	+23%	+$102K	0.08%	179
2016 Q4	$474K	Buy	10,901 +2,765	+34%	+$117K	0.07%	187
2016 Q3	$337K	Buy	8,136 +640	+9%	+$24.9K	0.05%	220
2016 Q2	$284K	Sell	7,496 -55	-0.7%	-$2.03K	0.04%	245
2016 Q1	$244K	Hold	7,551	–	–	0.04%	261
2015 Q4	$253K	Sell	7,551 -1,338	-15%	-$51.1K	0.04%	271
2015 Q3	$315K	Sell	8,889 -125	-1%	-$4.98K	0.05%	234
2015 Q2	$410K	Hold	9,014	–	–	0.06%	224
2015 Q1	$426K	Sell	9,014 -205	-2%	-$9.29K	0.06%	227
2014 Q4	$413K	Buy	9,219 +10	+0.1%	+$491	0.06%	225
2014 Q3	$533K	Buy	9,209 +490	+6%	+$30.5K	0.08%	201
2014 Q2	$568K	Buy	8,719 +417	+5%	+$25.3K	0.09%	197
2014 Q1	$480K	Sell	8,302 -190	-2%	-$10.4K	0.08%	217
2013 Q4	$471K	Sell	8,492 -430	-5%	-$23K	0.08%	207
2013 Q3	$444K	Buy	8,922 +362	+4%	+$18K	0.08%	204
2013 Q2	$407K	Buy	+8,560	New	+$417K	0.08%	198

Other funds holding PXI

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 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

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

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

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

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

Murphy Capital Management's PXI Position: Q2 2022 in Review

Murphy Capital Management increased its Invesco Dorsey Wright Energy Momentum ETF (PXI) stake by 6.6% in Q2 2022, buying an estimated $15.1K and bringing the position to 5,480 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #210.

Murphy Capital Management first reported a position in PXI in Q2 2013 and has held it in 28 quarters since. The position peaked at $568K in Q2 2014. 72 funds tracked by Wall St. Rank hold PXI as of Q2 2022.

Murphy Capital Management held 5,480 shares of Invesco Dorsey Wright Energy Momentum ETF worth $209K as of Q2 2022.
Murphy Capital Management bought 340 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2022, an estimated $15.1K.
Invesco Dorsey Wright Energy Momentum ETF made up 0.03% of Murphy Capital Management's portfolio in Q2 2022, its #210 holding.
Murphy Capital Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2013 and has held it in 28 quarters since.
Murphy Capital Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $568K in Q2 2014.
72 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2022.

Based on Murphy Capital Management's 13F filing for Q2 2022, filed 13 Jul 2022.