Spire Wealth Management’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Spire Wealth Management’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 Q2	–	Sell	-23	Closed	-$1.12K	–	2360
2024 Q1	$1.12K	Hold	23	–	–	﹤0.01%	2191
2023 Q4	$996	Sell	23 -23	-50%	-$1K	﹤0.01%	2267
2023 Q3	$2.14K	Sell	46 -284	-86%	-$12.5K	﹤0.01%	2124
2023 Q2	$13K	Sell	330 -21	-6%	-$804	﹤0.01%	1728
2023 Q1	$14K	Buy	351 +4	+1%	+$170	﹤0.01%	1739
2022 Q4	$15K	Buy	347 +5	+1%	+$229	﹤0.01%	1483
2022 Q3	$13K	Buy	342 +2	+0.6%	+$83	﹤0.01%	1490
2022 Q2	$13K	Buy	340 +2	+0.6%	+$89	﹤0.01%	1836
2022 Q1	$14K	Sell	338 -1	-0.3%	-$37	﹤0.01%	1924
2021 Q4	$10K	Buy	+339	New	+$11K	﹤0.01%	2391

Other funds holding PXI

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

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

OPOWM

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

KWM

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

RJFSA

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

Spire Wealth Management's PXI Position: Q2 2024 in Review

Spire Wealth Management sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q2 2024, closing a stake of 23 shares — an estimated $1.12K sold.

Spire Wealth Management first reported a position in PXI in Q4 2021 and held it in 10 quarters. The position peaked at $15K in Q4 2022. 39 funds tracked by Wall St. Rank hold PXI as of Q2 2024.

Spire Wealth Management reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 23 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2024, an estimated $1.12K.
Spire Wealth Management first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2021 and held it in 10 quarters.
Spire Wealth Management's Invesco Dorsey Wright Energy Momentum ETF position peaked at $15K in Q4 2022.
39 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.