GoalVest Advisory’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

GoalVest Advisory’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
2024 Q4	–	Sell	-13,952	Closed	-$414K	–	425
2024 Q3	$414K	Hold	13,952	–	–	0.12%	86
2024 Q2	$462K	Hold	13,952	–	–	0.15%	78
2024 Q1	$499K	Hold	13,952	–	–	0.17%	75
2023 Q4	$431K	Buy	13,952 +3,591	+35%	+$113K	0.19%	54
2023 Q3	$337K	Buy	+10,361	New	+$323K	0.17%	63

Other funds holding PXE

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

OPOWM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

GoalVest Advisory's PXE Position: Q4 2024 in Review

GoalVest Advisory sold out of Invesco Energy Exploration & Production ETF (PXE) in Q4 2024, closing a stake of 13,952 shares — an estimated $414K sold.

GoalVest Advisory first reported a position in PXE in Q3 2023 and held it in 5 quarters. The position peaked at $499K in Q1 2024. 51 funds tracked by Wall St. Rank hold PXE as of Q4 2024.

GoalVest Advisory reported no remaining Invesco Energy Exploration & Production ETF position as of Q4 2024 after selling out during the quarter.
GoalVest Advisory sold 13,952 Invesco Energy Exploration & Production ETF shares in Q4 2024, an estimated $414K.
GoalVest Advisory first reported a position in Invesco Energy Exploration & Production ETF in Q3 2023 and held it in 5 quarters.
GoalVest Advisory's Invesco Energy Exploration & Production ETF position peaked at $499K in Q1 2024.
51 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2024.

Based on GoalVest Advisory's 13F filing for Q4 2024, filed 17 Jan 2025.