Brookstone Capital Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Brookstone Capital 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 Q4	–	Sell	-24,650	Closed	-$731K	–	1043
2024 Q3	$731K	Buy	24,650 +3,682	+18%	+$116K	0.01%	593
2024 Q2	$708K	Buy	20,968 +7,376	+54%	+$254K	0.01%	565
2024 Q1	$487K	Buy	13,592 +2,835	+26%	+$89.9K	0.01%	635
2023 Q4	$332K	Buy	10,757 +2,638	+32%	+$83K	0.01%	680
2023 Q3	$273K	Sell	8,119 -2,841	-26%	-$88.7K	0.01%	704
2023 Q2	$304K	Buy	10,960 +826	+8%	+$21.8K	0.01%	686
2023 Q1	$281K	Buy	10,134 +638	+7%	+$18.2K	0.01%	706
2022 Q4	$273K	Buy	9,496 +2,025	+27%	+$64.4K	0.01%	710
2022 Q3	$231K	Sell	7,471 -671	-8%	-$19K	0.01%	724
2022 Q2	$207K	Buy	+8,142	New	+$243K	﹤0.01%	724
2015 Q4	–	Sell	-600	Closed	-$14K	–	706
2015 Q3	$14K	Hold	600	–	–	﹤0.01%	955
2015 Q2	$17K	Buy	+600	New	+$18.3K	﹤0.01%	947

Other funds holding PXE

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

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

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Brookstone Capital Management's PXE Position: Q4 2024 in Review

Brookstone Capital Management sold out of Invesco Energy Exploration & Production ETF (PXE) in Q4 2024, closing a stake of 24,650 shares — an estimated $731K sold.

Brookstone Capital Management first reported a position in PXE in Q2 2015 and held it in 12 quarters. The position peaked at $731K in Q3 2024. 51 funds tracked by Wall St. Rank hold PXE as of Q4 2024.

Brookstone Capital Management reported no remaining Invesco Energy Exploration & Production ETF position as of Q4 2024 after selling out during the quarter.
Brookstone Capital Management sold 24,650 Invesco Energy Exploration & Production ETF shares in Q4 2024, an estimated $731K.
Brookstone Capital Management first reported a position in Invesco Energy Exploration & Production ETF in Q2 2015 and held it in 12 quarters.
Brookstone Capital Management's Invesco Energy Exploration & Production ETF position peaked at $731K in Q3 2024.
51 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2024.

Based on Brookstone Capital Management's 13F filing for Q4 2024, filed 13 Jan 2025.