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Henrickson Nauta Wealth Advisors’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Henrickson Nauta Wealth Advisors’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
-297
Closed -$6K – 203
2021
Q4 		$6K Buy
+297
New +$6K ﹤0.01% 180

Other funds holding PXE

HighTower Advisors
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MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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

Henrickson Nauta Wealth Advisors's PXE Position: Q1 2022 in Review

Henrickson Nauta Wealth Advisors sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2022, closing a stake of 297 shares — an estimated $6K sold.

Henrickson Nauta Wealth Advisors first reported a position in PXE in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 67 funds tracked by Wall St. Rank hold PXE as of Q1 2022.

  • Henrickson Nauta Wealth Advisors reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2022 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 297 Invesco Energy Exploration & Production ETF shares in Q1 2022, an estimated $6K.
  • Henrickson Nauta Wealth Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q4 2021 and held it in 1 quarter.
  • Henrickson Nauta Wealth Advisors's Invesco Energy Exploration & Production ETF position peaked at $6K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2022.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.