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

Financial Management Professionals’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
Q3 		– Sell
-2,832
Closed -$79K – 1023
2023
Q2 		$79K Sell
2,832
-423
-13% -$11.2K 0.01% 214
2023
Q1 		$88K Sell
3,255
-64,067
-95% -$1.83M 0.02% 219
2022
Q4 		$1.99M Sell
67,322
-36,289
-35% -$1.15M 0.41% 36
2022
Q3 		$2.85M Sell
103,611
-13,634
-12% -$386K 0.65% 28
2022
Q2 		$3.01M Sell
117,245
-19,445
-14% -$581K 0.73% 28
2022
Q1 		$3.79M Buy
136,690
+37,766
+38% +$907K 0.82% 27
2021
Q4 		$1.91M Buy
+98,924
New +$2M 0.4% 39
2020
Q1 		– Sell
-841
Closed -$14K – 351
2019
Q4 		$14K Sell
841
-1,045
-55% -$15.9K ﹤0.01% 162
2019
Q3 		$29K Buy
1,886
+234
+14% +$3.63K 0.01% 123
2019
Q2 		$29K Hold
1,652
– – 0.01% 125
2019
Q1 		$32K Hold
1,652
– – 0.01% 109
2018
Q4 		$29K Sell
1,652
-41,506
-96% -$923K 0.02% 102
2018
Q3 		$1.19M Sell
43,158
-3,547
-8% -$94.5K 0.46% 24
2018
Q2 		$1.27M Sell
46,705
-106,597
-70% -$2.66M 0.52% 23
2018
Q1 		$3.25M Buy
153,302
+4,036
+3% +$87.8K 1.68% 12
2017
Q4 		$3.42M Buy
+149,266
New +$3.19M 1.44% 14
2014
Q4 		– Sell
-35,883
Closed -$1.2M – 307
2014
Q3 		$1.2M Buy
35,883
+2,218
+7% +$80.8K 0.82% 22
2014
Q2 		$1.3M Buy
+33,665
New +$1.26M 0.86% 23

Other funds holding PXE

PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Financial Management Professionals's PXE Position: Q3 2023 in Review

Financial Management Professionals sold out of Invesco Energy Exploration & Production ETF (PXE) in Q3 2023, closing a stake of 2,832 shares — an estimated $79K sold.

Financial Management Professionals first reported a position in PXE in Q2 2014 and held it in 18 quarters. The position peaked at $3.79M in Q1 2022. 60 funds tracked by Wall St. Rank hold PXE as of Q3 2023.

  • Financial Management Professionals reported no remaining Invesco Energy Exploration & Production ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Management Professionals sold 2,832 Invesco Energy Exploration & Production ETF shares in Q3 2023, an estimated $79K.
  • Financial Management Professionals first reported a position in Invesco Energy Exploration & Production ETF in Q2 2014 and held it in 18 quarters.
  • Financial Management Professionals's Invesco Energy Exploration & Production ETF position peaked at $3.79M in Q1 2022.
  • 60 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q3 2023.

Based on Financial Management Professionals's 13F filing for Q3 2023, filed 13 Oct 2023.