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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Sowell Financial Services's PXI Position: Q3 2021 in Review

Sowell Financial Services sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q3 2021, closing a stake of 13,997 shares — an estimated $428K sold.

Sowell Financial Services first reported a position in PXI in Q2 2020 and held it in 5 quarters. The position peaked at $428K in Q2 2021. 33 funds tracked by Wall St. Rank hold PXI as of Q3 2021.

Sowell Financial Services reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q3 2021 after selling out during the quarter.
Sowell Financial Services sold 13,997 Invesco Dorsey Wright Energy Momentum ETF shares in Q3 2021, an estimated $428K.
Sowell Financial Services first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2020 and held it in 5 quarters.
Sowell Financial Services's Invesco Dorsey Wright Energy Momentum ETF position peaked at $428K in Q2 2021.
33 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q3 2021.

Based on Sowell Financial Services's 13F filing for Q3 2021, filed 4 Nov 2021.