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Atria Wealth Solutions’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Atria Wealth Solutions’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
2024
Q1 		– Sell
-7,130
Closed -$220K – 2044
2023
Q4 		$220K Hold
7,130
– – ﹤0.01% 1715
2023
Q3 		$232K Buy
+7,130
New +$223K ﹤0.01% 1588
2022
Q2 		– Sell
-12,996
Closed -$361K – 1844
2022
Q1 		$361K Buy
+12,996
New +$312K 0.01% 1231

Other funds holding PXE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $6.33B AUM 25.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Atria Wealth Solutions's PXE Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2024, closing a stake of 7,130 shares — an estimated $220K sold.

Atria Wealth Solutions first reported a position in PXE in Q1 2022 and held it in 3 quarters. The position peaked at $361K in Q1 2022. 60 funds tracked by Wall St. Rank hold PXE as of Q1 2024.

  • Atria Wealth Solutions reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 7,130 Invesco Energy Exploration & Production ETF shares in Q1 2024, an estimated $220K.
  • Atria Wealth Solutions first reported a position in Invesco Energy Exploration & Production ETF in Q1 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Invesco Energy Exploration & Production ETF position peaked at $361K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.