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Freedom Investment Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Freedom Investment 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
-104,552
Closed -$2.02M – 912
2021
Q4 		$2.02M Buy
+104,552
New +$2.11M 0.15% 180

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Amundi
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Morgan Stanley
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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

Freedom Investment Management's PXE Position: Q1 2022 in Review

Freedom Investment Management sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2022, closing a stake of 104,552 shares — an estimated $2.02M sold.

Freedom Investment Management first reported a position in PXE in Q4 2021 and held it in 1 quarter. The position peaked at $2.02M in Q4 2021. 67 funds tracked by Wall St. Rank hold PXE as of Q1 2022.

  • Freedom Investment Management reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2022 after selling out during the quarter.
  • Freedom Investment Management sold 104,552 Invesco Energy Exploration & Production ETF shares in Q1 2022, an estimated $2.02M.
  • Freedom Investment Management first reported a position in Invesco Energy Exploration & Production ETF in Q4 2021 and held it in 1 quarter.
  • Freedom Investment Management's Invesco Energy Exploration & Production ETF position peaked at $2.02M in Q4 2021.
  • 67 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2022.

Based on Freedom Investment Management's 13F filing for Q1 2022, filed 16 May 2022.