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OneDigital Investment Advisors’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

OneDigital Investment Advisors’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
2019
Q1 		– Sell
-7,279
Closed -$207K – 1181
2018
Q4 		$207K Buy
+7,279
New +$260K 0.03% 257

Other funds holding PXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

OneDigital Investment Advisors's PXI Position: Q1 2019 in Review

OneDigital Investment Advisors sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2019, closing a stake of 7,279 shares — an estimated $207K sold.

OneDigital Investment Advisors first reported a position in PXI in Q4 2018 and held it in 1 quarter. The position peaked at $207K in Q4 2018. 33 funds tracked by Wall St. Rank hold PXI as of Q1 2019.

  • OneDigital Investment Advisors reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 7,279 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2019, an estimated $207K.
  • OneDigital Investment Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2018 and held it in 1 quarter.
  • OneDigital Investment Advisors's Invesco Dorsey Wright Energy Momentum ETF position peaked at $207K in Q4 2018.
  • 33 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2019.

Based on OneDigital Investment Advisors's 13F filing for Q1 2019, filed 10 May 2019.