Avior Wealth Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Avior Wealth Management’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 Q2	–	Sell	-1,631	Closed	-$58.4K	–	3371
2024 Q1	$58.4K	Hold	1,631	–	–	﹤0.01%	1185
2023 Q4	$50.4K	Hold	1,631	–	–	﹤0.01%	727
2023 Q3	$53K	Hold	1,631	–	–	﹤0.01%	751
2023 Q2	$45.4K	Hold	1,631	–	–	﹤0.01%	786
2023 Q1	$44K	Hold	1,631	–	–	﹤0.01%	801
2022 Q4	$48.2K	Hold	1,631	–	–	﹤0.01%	635
2022 Q3	$44K	Sell	1,631 -3,669	-69%	-$104K	﹤0.01%	625
2022 Q2	$136K	Buy	+5,300	New	+$158K	0.01%	463

Other funds holding PXE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

GVAG

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Avior Wealth Management's PXE Position: Q2 2024 in Review

Avior Wealth Management sold out of Invesco Energy Exploration & Production ETF (PXE) in Q2 2024, closing a stake of 1,631 shares — an estimated $58.4K sold.

Avior Wealth Management first reported a position in PXE in Q2 2022 and held it in 8 quarters. The position peaked at $136K in Q2 2022. 57 funds tracked by Wall St. Rank hold PXE as of Q2 2024.

Avior Wealth Management reported no remaining Invesco Energy Exploration & Production ETF position as of Q2 2024 after selling out during the quarter.
Avior Wealth Management sold 1,631 Invesco Energy Exploration & Production ETF shares in Q2 2024, an estimated $58.4K.
Avior Wealth Management first reported a position in Invesco Energy Exploration & Production ETF in Q2 2022 and held it in 8 quarters.
Avior Wealth Management's Invesco Energy Exploration & Production ETF position peaked at $136K in Q2 2022.
57 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.