RIA
PXI icon

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

Realta 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
Q3 		– Sell
-100
Closed -$3K – 1755
2019
Q2 		$3K Buy
+100
New +$3.04K ﹤0.01% 1499

Other funds holding PXI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Realta Investment Advisors's PXI Position: Q3 2019 in Review

Realta Investment Advisors sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q3 2019, closing a stake of 100 shares — an estimated $3K sold.

Realta Investment Advisors first reported a position in PXI in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 28 funds tracked by Wall St. Rank hold PXI as of Q3 2019.

  • Realta Investment Advisors reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 100 Invesco Dorsey Wright Energy Momentum ETF shares in Q3 2019, an estimated $3K.
  • Realta Investment Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Invesco Dorsey Wright Energy Momentum ETF position peaked at $3K in Q2 2019.
  • 28 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.