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SJS Investment Consulting’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

SJS Investment Consulting’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
2022
Q1 		$4K Hold
105
– – ﹤0.01% 460
2021
Q4 		$3K Buy
+105
New +$3.4K ﹤0.01% 458

Other funds holding PXI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

SJS Investment Consulting's PXI Position: Q1 2022 in Review

SJS Investment Consulting held its Invesco Dorsey Wright Energy Momentum ETF (PXI) position steady in Q1 2022 at 105 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

SJS Investment Consulting first reported a position in PXI in Q4 2021 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold PXI as of Q1 2022.

  • SJS Investment Consulting held 105 shares of Invesco Dorsey Wright Energy Momentum ETF worth $4K as of Q1 2022.
  • SJS Investment Consulting left its Invesco Dorsey Wright Energy Momentum ETF share count unchanged in Q1 2022.
  • Invesco Dorsey Wright Energy Momentum ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q1 2022, its #460 holding.
  • SJS Investment Consulting first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2021 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2022.

Based on SJS Investment Consulting's 13F filing for Q1 2022, filed 5 May 2022.