Acorn Wealth Advisors’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Acorn Wealth Advisors’s Portfolio PXE Stock Details PXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-300	Closed	-$7K	–	727
2018 Q1	$7K	Hold	300	–	–	0.01%	578
2017 Q4	$7K	Buy	+300	New	+$6.41K	0.01%	554

Other funds holding PXE

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Acorn Wealth Advisors's PXE Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Invesco Energy Exploration & Production ETF (PXE) in Q2 2018, closing a stake of 300 shares — an estimated $7K sold.

Acorn Wealth Advisors first reported a position in PXE in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 28 funds tracked by Wall St. Rank hold PXE as of Q2 2018.

Acorn Wealth Advisors reported no remaining Invesco Energy Exploration & Production ETF position as of Q2 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 300 Invesco Energy Exploration & Production ETF shares in Q2 2018, an estimated $7K.
Acorn Wealth Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q4 2017 and held it in 2 quarters.
Acorn Wealth Advisors's Invesco Energy Exploration & Production ETF position peaked at $7K in Q1 2018.
28 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.