Prospera Financial Services’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Prospera Financial 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
2023 Q1	–	Sell	-25,688	Closed	-$1.11M	–	992
2022 Q4	$1.11M	Buy	25,688 +931	+4%	+$42.6K	0.06%	337
2022 Q3	$972K	Buy	24,757 +299	+1%	+$12.4K	0.05%	373
2022 Q2	$934K	Sell	24,458 -75	-0.3%	-$3.32K	0.05%	384
2022 Q1	$1.05M	Sell	24,533 -11,627	-32%	-$432K	0.04%	411
2021 Q4	$1.11M	Buy	+36,160	New	+$1.17M	0.05%	385
2021 Q3	–	Sell	-19,781	Closed	-$605K	–	842
2021 Q2	$605K	Buy	+19,781	New	+$537K	0.03%	480

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

Prospera Financial Services's PXI Position: Q1 2023 in Review

Prospera Financial Services sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2023, closing a stake of 25,688 shares — an estimated $1.11M sold.

Prospera Financial Services first reported a position in PXI in Q2 2021 and held it in 6 quarters. The position peaked at $1.11M in Q4 2022. 51 funds tracked by Wall St. Rank hold PXI as of Q1 2023.

Prospera Financial Services reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2023 after selling out during the quarter.
Prospera Financial Services sold 25,688 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2023, an estimated $1.11M.
Prospera Financial Services first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2021 and held it in 6 quarters.
Prospera Financial Services's Invesco Dorsey Wright Energy Momentum ETF position peaked at $1.11M in Q4 2022.
51 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2023.

Based on Prospera Financial Services's 13F filing for Q1 2023, filed 12 May 2023.