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Invesco Dorsey Wright Energy Momentum ETF
PXI

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.53M -$280K -6,843 -6%
CCFM
2
Clear Creek Financial Management
Washington
$2.58M +$2.44M +59,751 New
Bank of America
3
Bank of America
North Carolina
$2.54M -$103K -2,514 -4%
LPL Financial
4
LPL Financial
California
$1.65M -$94K -2,298 -6%
Wells Fargo
5
Wells Fargo
California
$1.29M -$2.45M -59,879 -67%
UBS Group
6
UBS Group
Switzerland
$1.09M -$655 -16 -0.1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$818K -$112K -2,743 -13%
Raymond James Financial
8
Raymond James Financial
Florida
$781K -$19.3K -471 -3%
Goldman Sachs
9
Goldman Sachs
New York
$777K +$355K +8,687 +93%
KWM
10
Kingsview Wealth Management
Oregon
$586K -$85.1K -2,080 -13%
TRCT
11
Tower Research Capital (TRC)
New York
$577K +$181K +4,431 +50%
TWM
12
Trueblood Wealth Management
Ohio
$421K +$46.6K +1,140 +13%
Truist Financial
13
Truist Financial
North Carolina
$325K -$9.86K -241 -3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$269K -$142K -3,477 -36%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$237K +$27.6K +674 +14%
GRP
16
Global Retirement Partners
California
$108K +$103K +2,513 New
Osaic Holdings
17
Osaic Holdings
Arizona
$102K +$20.9K +512 +28%
IA
18
IFP Advisors
Florida
$51.9K +$41 +1 +0.1%
FFA
19
Farther Finance Advisors
California
$47.4K -$6.83K -167 -13%
SPIA
20
Steward Partners Investment Advisory
New York
$46.4K +$205 +5 +0.5%
NA
21
NewEdge Advisors
Louisiana
$42.3K – – –
ATC
22
Advantage Trust Company
Kansas
$25.9K +$24.5K +600 New
CIAS
23
Capital Investment Advisory Services
North Carolina
$22.9K – – –
GWM
24
Geneos Wealth Management
Colorado
$21.6K -$10.2K -250 -33%
TFA
25
Transamerica Financial Advisors
Florida
$19.3K -$43.7K -1,067 -70%
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