W
PXI icon

WealthOne’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

WealthOne’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
2019
Q1 		– Sell
-123
Closed -$3K – 425
2018
Q4 		$3K Buy
+123
New +$4.39K ﹤0.01% 534

Other funds holding PXI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

WealthOne's PXI Position: Q1 2019 in Review

WealthOne sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q1 2019, closing a stake of 123 shares — an estimated $3K sold.

WealthOne first reported a position in PXI in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 33 funds tracked by Wall St. Rank hold PXI as of Q1 2019.

  • WealthOne reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 123 Invesco Dorsey Wright Energy Momentum ETF shares in Q1 2019, an estimated $3K.
  • WealthOne first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's Invesco Dorsey Wright Energy Momentum ETF position peaked at $3K in Q4 2018.
  • 33 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.