SFS
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Sowell Financial Services’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Sowell Financial Services’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
2021
Q3 		– Sell
-13,997
Closed -$428K – 543
2021
Q2 		$428K Buy
13,997
+8,578
+158% +$233K 0.03% 442
2021
Q1 		$143K Buy
5,419
+5,220
+2,623% +$122K 0.01% 1213
2020
Q4 		$4K Sell
199
-2,162
-92% -$32.8K ﹤0.01% 2346
2020
Q3 		$30K Buy
2,361
+740
+46% +$11K ﹤0.01% 1384
2020
Q2 		$25K Buy
+1,621
New +$23.5K ﹤0.01% 1394

Other funds holding PXI

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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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.55B AUM 28.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return