S.A. Mason’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

S.A. Mason’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
2020 Q1	–	Sell	-325	Closed	-$9K	–	441
2019 Q4	$9K	Buy	+325	New	+$8.55K	0.01%	356

Other funds holding PXI

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NFG

Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return

S.A. Mason's PXI Position: Q1 2020 in Review

S.A. Mason sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2020, closing a stake of 325 shares — an estimated $9K sold.

S.A. Mason first reported a position in PXI in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 20 funds tracked by Wall St. Rank hold PXI as of Q1 2020.

S.A. Mason reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2020 after selling out during the quarter.
S.A. Mason sold 325 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2020, an estimated $9K.
S.A. Mason first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2019 and held it in 1 quarter.
S.A. Mason's Invesco Dorsey Wright Energy Momentum ETF position peaked at $9K in Q4 2019.
20 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2020.

Based on S.A. Mason's 13F filing for Q1 2020, filed 14 May 2020.