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

Win 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 Q4	–	Sell	-70,582	Closed	-$3.26M	–	77
2023 Q3	$3.26M	Buy	+70,582	New	+$3.11M	1.6%	18

Other funds holding PXI

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

UWS

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Win Advisors's PXI Position: Q4 2023 in Review

Win Advisors sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q4 2023, closing a stake of 70,582 shares — an estimated $3.26M sold.

Win Advisors first reported a position in PXI in Q3 2023 and held it in 1 quarter. The position peaked at $3.26M in Q3 2023. 44 funds tracked by Wall St. Rank hold PXI as of Q4 2023.

Win Advisors reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q4 2023 after selling out during the quarter.
Win Advisors sold 70,582 Invesco Dorsey Wright Energy Momentum ETF shares in Q4 2023, an estimated $3.26M.
Win Advisors first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q3 2023 and held it in 1 quarter.
Win Advisors's Invesco Dorsey Wright Energy Momentum ETF position peaked at $3.26M in Q3 2023.
44 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q4 2023.

Based on Win Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.