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Aspiriant LLC’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Aspiriant LLC’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
Q1 		– Sell
-35,704
Closed -$1.06M – 292
2022
Q4 		$1.06M Buy
35,704
+65
+0.2% +$2.07K 0.05% 126
2022
Q3 		$982K Hold
35,639
– – 0.05% 120
2022
Q2 		$915K Buy
35,639
+13,779
+63% +$412K 0.04% 129
2022
Q1 		$607K Hold
21,860
– – 0.03% 163
2021
Q4 		$421K Buy
+21,860
New +$441K 0.02% 189

Other funds holding PXE

PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
Bank of America
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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aspiriant LLC's PXE Position: Q1 2023 in Review

Aspiriant LLC sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2023, closing a stake of 35,704 shares — an estimated $1.06M sold.

Aspiriant LLC first reported a position in PXE in Q4 2021 and held it in 5 quarters. The position peaked at $1.06M in Q4 2022. 74 funds tracked by Wall St. Rank hold PXE as of Q1 2023.

  • Aspiriant LLC reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
  • Aspiriant LLC sold 35,704 Invesco Energy Exploration & Production ETF shares in Q1 2023, an estimated $1.06M.
  • Aspiriant LLC first reported a position in Invesco Energy Exploration & Production ETF in Q4 2021 and held it in 5 quarters.
  • Aspiriant LLC's Invesco Energy Exploration & Production ETF position peaked at $1.06M in Q4 2022.
  • 74 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2023.

Based on Aspiriant LLC's 13F filing for Q1 2023, filed 27 Apr 2023.