Benjamin F. Edwards & Company’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Benjamin F. Edwards & Company’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
2023 Q1	–	Sell	-11,207	Closed	-$331K	–	1884
2022 Q4	$331K	Sell	11,207 -113	-1%	-$3.59K	0.01%	572
2022 Q3	$312K	Sell	11,320 -470	-4%	-$13.3K	0.02%	546
2022 Q2	$303K	Buy	11,790 +71	+0.6%	+$2.12K	0.01%	556
2022 Q1	$325K	Buy	+11,719	New	+$281K	0.01%	553
2020 Q4	–	Sell	-310	Closed	-$2K	–	1719
2020 Q3	$2K	Hold	310	–	–	﹤0.01%	1590
2020 Q2	$3K	Hold	310	–	–	﹤0.01%	1537
2020 Q1	$2K	Sell	310 -155	-33%	-$1.79K	﹤0.01%	1607
2019 Q4	$8K	Hold	465	–	–	﹤0.01%	1488
2019 Q3	$7K	Hold	465	–	–	﹤0.01%	1500
2019 Q2	$8K	Hold	465	–	–	﹤0.01%	1496
2019 Q1	$9K	Hold	465	–	–	﹤0.01%	1354
2018 Q4	$8K	Hold	465	–	–	﹤0.01%	1349
2018 Q3	$13K	Hold	465	–	–	﹤0.01%	1226
2018 Q2	$13K	Hold	465	–	–	﹤0.01%	1210
2018 Q1	$10K	Hold	465	–	–	﹤0.01%	1267
2017 Q4	$11K	Hold	465	–	–	﹤0.01%	1178
2017 Q3	$10K	Hold	465	–	–	﹤0.01%	1167
2017 Q2	$9K	Hold	465	–	–	﹤0.01%	1120
2017 Q1	$10K	Hold	465	–	–	﹤0.01%	1024
2016 Q4	$11K	Hold	465	–	–	﹤0.01%	918
2016 Q3	$10K	Hold	465	–	–	﹤0.01%	851
2016 Q2	$9K	Hold	465	–	–	﹤0.01%	825
2016 Q1	$9K	Hold	465	–	–	﹤0.01%	829
2015 Q4	$10K	Hold	465	–	–	﹤0.01%	848
2015 Q3	$11K	Hold	465	–	–	﹤0.01%	851
2015 Q2	$13K	Hold	465	–	–	﹤0.01%	875
2015 Q1	$14K	Buy	+465	New	+$13.2K	﹤0.01%	836

Other funds holding PXE

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

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $5.5B AUM 20.56% 1-Year Est. Return

RJA

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

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

Benjamin F. Edwards & Company's PXE Position: Q1 2023 in Review

Benjamin F. Edwards & Company sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2023, closing a stake of 11,207 shares — an estimated $331K sold.

Benjamin F. Edwards & Company first reported a position in PXE in Q1 2015 and held it in 27 quarters. The position peaked at $331K in Q4 2022. 74 funds tracked by Wall St. Rank hold PXE as of Q1 2023.

Benjamin F. Edwards & Company reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 11,207 Invesco Energy Exploration & Production ETF shares in Q1 2023, an estimated $331K.
Benjamin F. Edwards & Company first reported a position in Invesco Energy Exploration & Production ETF in Q1 2015 and held it in 27 quarters.
Benjamin F. Edwards & Company's Invesco Energy Exploration & Production ETF position peaked at $331K in Q4 2022.
74 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q1 2023, filed 27 Apr 2023.