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

Ten Capital 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	-295	Closed	-$11.8K	–	434
2023 Q1	$11.8K	Buy	+295	New	+$12.5K	﹤0.01%	361

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

Ten Capital Wealth Advisors's PXI Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q2 2023, closing a stake of 295 shares — an estimated $11.8K sold.

Ten Capital Wealth Advisors first reported a position in PXI in Q1 2023 and held it in 1 quarter. The position peaked at $11.8K in Q1 2023. 36 funds tracked by Wall St. Rank hold PXI as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 295 Invesco Dorsey Wright Energy Momentum ETF shares in Q2 2023, an estimated $11.8K.
Ten Capital Wealth Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q1 2023 and held it in 1 quarter.
Ten Capital Wealth Advisors's Invesco Dorsey Wright Energy Momentum ETF position peaked at $11.8K in Q1 2023.
36 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.