Hennion & Walsh Asset Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Hennion & Walsh 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
2023 Q1	–	Sell	-7,710	Closed	-$228K	–	795
2022 Q4	$228K	Sell	7,710 -1,170	-13%	-$37.2K	0.01%	705
2022 Q3	$245K	Hold	8,880	–	–	0.02%	669
2022 Q2	$228K	Sell	8,880 -680	-7%	-$20.3K	0.01%	701
2022 Q1	$265K	Buy	+9,560	New	+$230K	0.01%	689

Other funds holding PXE

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 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

GVAG

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Hennion & Walsh Asset Management's PXE Position: Q1 2023 in Review

Hennion & Walsh Asset Management sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2023, closing a stake of 7,710 shares — an estimated $228K sold.

Hennion & Walsh Asset Management first reported a position in PXE in Q1 2022 and held it in 4 quarters. The position peaked at $265K in Q1 2022. 74 funds tracked by Wall St. Rank hold PXE as of Q1 2023.

Hennion & Walsh Asset Management reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
Hennion & Walsh Asset Management sold 7,710 Invesco Energy Exploration & Production ETF shares in Q1 2023, an estimated $228K.
Hennion & Walsh Asset Management first reported a position in Invesco Energy Exploration & Production ETF in Q1 2022 and held it in 4 quarters.
Hennion & Walsh Asset Management's Invesco Energy Exploration & Production ETF position peaked at $265K in Q1 2022.
74 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2023.

Based on Hennion & Walsh Asset Management's 13F filing for Q1 2023, filed 20 Apr 2023.