Fulcrum Equity Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Fulcrum Equity 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
2023 Q2	–	Sell	-10,100	Closed	-$273K	–	106
2023 Q1	$273K	Sell	10,100 -4,313	-30%	-$123K	0.26%	72
2022 Q4	$426K	Sell	14,413 -464	-3%	-$14.8K	0.35%	49
2022 Q3	$410K	Buy	14,877 +524	+4%	+$14.8K	0.35%	47
2022 Q2	$369K	Sell	14,353 -7,839	-35%	-$234K	0.3%	47
2022 Q1	$616K	Sell	22,192 -1,941	-8%	-$46.6K	0.36%	52
2021 Q4	$465K	Buy	+24,133	New	+$487K	0.17%	93

Other funds holding PXE

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

OPOWM

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

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

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

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fulcrum Equity Management's PXE Position: Q2 2023 in Review

Fulcrum Equity Management sold out of Invesco Energy Exploration & Production ETF (PXE) in Q2 2023, closing a stake of 10,100 shares — an estimated $273K sold.

Fulcrum Equity Management first reported a position in PXE in Q4 2021 and held it in 6 quarters. The position peaked at $616K in Q1 2022. 56 funds tracked by Wall St. Rank hold PXE as of Q2 2023.

Fulcrum Equity Management reported no remaining Invesco Energy Exploration & Production ETF position as of Q2 2023 after selling out during the quarter.
Fulcrum Equity Management sold 10,100 Invesco Energy Exploration & Production ETF shares in Q2 2023, an estimated $273K.
Fulcrum Equity Management first reported a position in Invesco Energy Exploration & Production ETF in Q4 2021 and held it in 6 quarters.
Fulcrum Equity Management's Invesco Energy Exploration & Production ETF position peaked at $616K in Q1 2022.
56 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2023.

Based on Fulcrum Equity Management's 13F filing for Q2 2023, filed 7 Jul 2023.