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Avantax Planning Partners’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Avantax Planning Partners’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
-665
Closed -$14K – 1173
2018
Q1 		$14K Buy
+665
New +$14.5K ﹤0.01% 916

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Planning Partners's PXE Position: Q2 2018 in Review

Avantax Planning Partners sold out of Invesco Energy Exploration & Production ETF (PXE) in Q2 2018, closing a stake of 665 shares — an estimated $14K sold.

Avantax Planning Partners first reported a position in PXE in Q1 2018 and held it in 1 quarter. The position peaked at $14K in Q1 2018. 28 funds tracked by Wall St. Rank hold PXE as of Q2 2018.

  • Avantax Planning Partners reported no remaining Invesco Energy Exploration & Production ETF position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 665 Invesco Energy Exploration & Production ETF shares in Q2 2018, an estimated $14K.
  • Avantax Planning Partners first reported a position in Invesco Energy Exploration & Production ETF in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Invesco Energy Exploration & Production ETF position peaked at $14K in Q1 2018.
  • 28 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.