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

Sanctuary 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
2024 Q4	–	Sell	-3,895	Closed	-$201K	–	2476
2024 Q3	$201K	Sell	3,895 -1,175	-23%	-$53.4K	﹤0.01%	2224
2024 Q2	$253K	Buy	+5,070	New	+$244K	﹤0.01%	2047

Other funds holding PXI

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Sanctuary Advisors's PXI Position: Q4 2024 in Review

Sanctuary Advisors sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q4 2024, closing a stake of 3,895 shares — an estimated $201K sold.

Sanctuary Advisors first reported a position in PXI in Q2 2024 and held it in 2 quarters. The position peaked at $253K in Q2 2024. 34 funds tracked by Wall St. Rank hold PXI as of Q4 2024.

Sanctuary Advisors reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q4 2024 after selling out during the quarter.
Sanctuary Advisors sold 3,895 Invesco Dorsey Wright Energy Momentum ETF shares in Q4 2024, an estimated $201K.
Sanctuary Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2024 and held it in 2 quarters.
Sanctuary Advisors's Invesco Dorsey Wright Energy Momentum ETF position peaked at $253K in Q2 2024.
34 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2024.

Based on Sanctuary Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.