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Unique Wealth Strategies’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Unique Wealth Strategies’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
Q1 		– Sell
-54,824
Closed -$2.45M – 204
2023
Q4 		$2.45M Buy
+54,824
New +$2.4M 1.63% 14

Other funds holding PXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Unique Wealth Strategies's PXI Position: Q1 2024 in Review

Unique Wealth Strategies sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2024, closing a stake of 54,824 shares — an estimated $2.45M sold.

Unique Wealth Strategies first reported a position in PXI in Q4 2023 and held it in 1 quarter. The position peaked at $2.45M in Q4 2023. 38 funds tracked by Wall St. Rank hold PXI as of Q1 2024.

  • Unique Wealth Strategies reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 54,824 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2024, an estimated $2.45M.
  • Unique Wealth Strategies first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2023 and held it in 1 quarter.
  • Unique Wealth Strategies's Invesco Dorsey Wright Energy Momentum ETF position peaked at $2.45M in Q4 2023.
  • 38 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2024.

Based on Unique Wealth Strategies's 13F filing for Q1 2024, filed 26 Apr 2024.