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

Stratos Wealth 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
2023 Q2	–	Sell	-7,372	Closed	-$294K	–	653
2023 Q1	$294K	Sell	7,372 -3,451	-32%	-$146K	0.02%	496
2022 Q4	$468K	Buy	10,823 +4,178	+63%	+$191K	0.04%	413
2022 Q3	$261K	Buy	6,645 +469	+8%	+$19.4K	0.03%	435
2022 Q2	$236K	Buy	+6,176	New	+$274K	0.02%	461

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Stratos Wealth Advisors's PXI Position: Q2 2023 in Review

Stratos Wealth Advisors sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q2 2023, closing a stake of 7,372 shares — an estimated $294K sold.

Stratos Wealth Advisors first reported a position in PXI in Q2 2022 and held it in 4 quarters. The position peaked at $468K in Q4 2022. 36 funds tracked by Wall St. Rank hold PXI as of Q2 2023.

Stratos Wealth Advisors reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q2 2023 after selling out during the quarter.
Stratos Wealth Advisors sold 7,372 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2023, an estimated $294K.
Stratos Wealth Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2022 and held it in 4 quarters.
Stratos Wealth Advisors's Invesco Dorsey Wright Energy Momentum ETF position peaked at $468K in Q4 2022.
36 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2023.

Based on Stratos Wealth Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.