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Financial Gravity Asset Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Financial Gravity Asset 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
2022
Q1 		– Sell
-437
Closed -$37.7K – 990
2021
Q4 		$37.7K Buy
+437
New +$8.82K 0.85% 26

Other funds holding PXE

HighTower Advisors
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
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Financial Gravity Asset Management's PXE Position: Q1 2022 in Review

Financial Gravity Asset Management sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2022, closing a stake of 437 shares — an estimated $37.7K sold.

Financial Gravity Asset Management first reported a position in PXE in Q4 2021 and held it in 1 quarter. The position peaked at $37.7K in Q4 2021. 67 funds tracked by Wall St. Rank hold PXE as of Q1 2022.

  • Financial Gravity Asset Management reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2022 after selling out during the quarter.
  • Financial Gravity Asset Management sold 437 Invesco Energy Exploration & Production ETF shares in Q1 2022, an estimated $37.7K.
  • Financial Gravity Asset Management first reported a position in Invesco Energy Exploration & Production ETF in Q4 2021 and held it in 1 quarter.
  • Financial Gravity Asset Management's Invesco Energy Exploration & Production ETF position peaked at $37.7K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2022.

Based on Financial Gravity Asset Management's 13F filing for Q1 2022, filed 13 May 2022.