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Pure Financial Advisors’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Pure Financial 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
-7,069
Closed -$201K – 145
2018
Q4 		$201K Buy
+7,069
New +$252K 0.04% 143

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

Pure Financial Advisors's PXI Position: Q1 2019 in Review

Pure Financial Advisors sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2019, closing a stake of 7,069 shares — an estimated $201K sold.

Pure Financial Advisors first reported a position in PXI in Q4 2018 and held it in 1 quarter. The position peaked at $201K in Q4 2018. 33 funds tracked by Wall St. Rank hold PXI as of Q1 2019.

  • Pure Financial Advisors reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2019 after selling out during the quarter.
  • Pure Financial Advisors sold 7,069 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2019, an estimated $201K.
  • Pure Financial Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2018 and held it in 1 quarter.
  • Pure Financial Advisors's Invesco Dorsey Wright Energy Momentum ETF position peaked at $201K in Q4 2018.
  • 33 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2019.

Based on Pure Financial Advisors's 13F filing for Q1 2019, filed 5 Apr 2019.