CWM
PXE icon

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

Comprehensive Wealth Management’s Portfolio PXE Stock Details PXE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-44,471
Closed -$1.32M – 34
2024
Q4 		$1.32M Buy
44,471
+24,513
+123% +$726K 0.98% 12
2024
Q3 		$592K Buy
+19,958
New +$592K 0.38% 24