B. Riley Wealth Advisors’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

B. Riley Wealth Advisors’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
2022 Q1	–	Sell	-23,918	Closed	-$462K	–	1479
2021 Q4	$462K	Sell	23,918 -1,767	-7%	-$35.7K	0.01%	856
2021 Q3	$486K	Buy	25,685 +858	+3%	+$14.2K	0.02%	796
2021 Q2	$458K	Sell	24,827 -42	-0.2%	-$690	0.01%	807
2021 Q1	$368K	Buy	+24,869	New	+$334K	0.01%	890
2020 Q3	–	Sell	-11,958	Closed	-$114K	–	973
2020 Q2	$114K	Buy	+11,958	New	+$111K	0.01%	810
2018 Q4	–	Sell	-13,242	Closed	-$364K	–	722
2018 Q3	$364K	Buy	13,242 +1,087	+9%	+$29K	0.04%	433
2018 Q2	$330K	Buy	+12,155	New	+$304K	0.04%	427
2015 Q1	–	Sell	-240	Closed	-$7	–	1645
2014 Q4	$7	Buy	+240	New	+$7.13K	﹤0.01%	3030

Other funds holding PXE

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

B. Riley Wealth Advisors's PXE Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2022, closing a stake of 23,918 shares — an estimated $462K sold.

B. Riley Wealth Advisors first reported a position in PXE in Q4 2014 and held it in 8 quarters. The position peaked at $486K in Q3 2021. 67 funds tracked by Wall St. Rank hold PXE as of Q1 2022.

B. Riley Wealth Advisors reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 23,918 Invesco Energy Exploration & Production ETF shares in Q1 2022, an estimated $462K.
B. Riley Wealth Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q4 2014 and held it in 8 quarters.
B. Riley Wealth Advisors's Invesco Energy Exploration & Production ETF position peaked at $486K in Q3 2021.
67 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.