Advisory Services Network’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Advisory Services Network’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
2023 Q2	–	Sell	-1	Closed	-$34	–	3106
2023 Q1	$34	Sell	1 -2,430	-100%	-$69.4K	﹤0.01%	3936
2022 Q4	$71.9K	Buy	+2,431	New	+$77.3K	﹤0.01%	1783
2020 Q4	–	Sell	-13,001	Closed	-$98K	–	3622
2020 Q3	$98K	Buy	13,001 +2,849	+28%	+$25.9K	﹤0.01%	1270
2020 Q2	$96K	Buy	10,152 +903	+10%	+$8.39K	0.01%	1001
2020 Q1	$55K	Buy	9,249 +3,344	+57%	+$38.7K	﹤0.01%	1336
2019 Q4	$99K	Buy	+5,905	New	+$89.7K	0.01%	1174

Other funds holding PXE

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

Advisory Services Network's PXE Position: Q2 2023 in Review

Advisory Services Network sold out of Invesco Energy Exploration & Production ETF (PXE) in Q2 2023, closing a stake of 1 share — an estimated $34 sold.

Advisory Services Network first reported a position in PXE in Q4 2019 and held it in 6 quarters. The position peaked at $99K in Q4 2019. 56 funds tracked by Wall St. Rank hold PXE as of Q2 2023.

Advisory Services Network reported no remaining Invesco Energy Exploration & Production ETF position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 1 Invesco Energy Exploration & Production ETF share in Q2 2023, an estimated $34.
Advisory Services Network first reported a position in Invesco Energy Exploration & Production ETF in Q4 2019 and held it in 6 quarters.
Advisory Services Network's Invesco Energy Exploration & Production ETF position peaked at $99K in Q4 2019.
56 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.