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

TCI 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
2022
Q3 		– Sell
-292
Closed -$11K – 2520
2022
Q2 		$11K Buy
+292
New +$12.9K ﹤0.01% 966

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
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

TCI Wealth Advisors's PXI Position: Q3 2022 in Review

TCI Wealth Advisors sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q3 2022, closing a stake of 292 shares — an estimated $11K sold.

TCI Wealth Advisors first reported a position in PXI in Q2 2022 and held it in 1 quarter. The position peaked at $11K in Q2 2022. 66 funds tracked by Wall St. Rank hold PXI as of Q3 2022.

  • TCI Wealth Advisors reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 292 Invesco Dorsey Wright Energy Momentum ETF shares in Q3 2022, an estimated $11K.
  • TCI Wealth Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2022 and held it in 1 quarter.
  • TCI Wealth Advisors's Invesco Dorsey Wright Energy Momentum ETF position peaked at $11K in Q2 2022.
  • 66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.