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Atwood & Palmer’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Atwood & Palmer’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
2021
Q2 		– Sell
-680
Closed -$10K – 443
2021
Q1 		$10K Hold
680
– – ﹤0.01% 345
2020
Q4 		$7K Buy
+680
New +$6.08K ﹤0.01% 330

Other funds holding PXE

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Atwood & Palmer's PXE Position: Q2 2021 in Review

Atwood & Palmer sold out of Invesco Energy Exploration & Production ETF (PXE) in Q2 2021, closing a stake of 680 shares — an estimated $10K sold.

Atwood & Palmer first reported a position in PXE in Q4 2020 and held it in 2 quarters. The position peaked at $10K in Q1 2021. 27 funds tracked by Wall St. Rank hold PXE as of Q2 2021.

  • Atwood & Palmer reported no remaining Invesco Energy Exploration & Production ETF position as of Q2 2021 after selling out during the quarter.
  • Atwood & Palmer sold 680 Invesco Energy Exploration & Production ETF shares in Q2 2021, an estimated $10K.
  • Atwood & Palmer first reported a position in Invesco Energy Exploration & Production ETF in Q4 2020 and held it in 2 quarters.
  • Atwood & Palmer's Invesco Energy Exploration & Production ETF position peaked at $10K in Q1 2021.
  • 27 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2021.

Based on Atwood & Palmer's 13F filing for Q2 2021, filed 26 Jul 2021.