HSBC Holdings’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

HSBC Holdings’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 Q4	–	Sell	-16,500	Closed	-$536K	–	2873
2023 Q3	$536K	Hold	16,500	–	–	﹤0.01%	1964
2023 Q2	$459K	Hold	16,500	–	–	﹤0.01%	1996
2023 Q1	$445K	Sell	16,500 -8,500	-34%	-$243K	﹤0.01%	2077
2022 Q4	$740K	Sell	25,000 -5,250	-17%	-$167K	﹤0.01%	2117
2022 Q3	$833K	Hold	30,250	–	–	﹤0.01%	1911
2022 Q2	$777K	Buy	+30,250	New	+$904K	﹤0.01%	2066

Other funds holding PXE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

GVAG

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

ACM

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HSBC Holdings's PXE Position: Q4 2023 in Review

HSBC Holdings sold out of Invesco Energy Exploration & Production ETF (PXE) in Q4 2023, closing a stake of 16,500 shares — an estimated $536K sold.

HSBC Holdings first reported a position in PXE in Q2 2022 and held it in 6 quarters. The position peaked at $833K in Q3 2022. 60 funds tracked by Wall St. Rank hold PXE as of Q4 2023.

HSBC Holdings reported no remaining Invesco Energy Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
HSBC Holdings sold 16,500 Invesco Energy Exploration & Production ETF shares in Q4 2023, an estimated $536K.
HSBC Holdings first reported a position in Invesco Energy Exploration & Production ETF in Q2 2022 and held it in 6 quarters.
HSBC Holdings's Invesco Energy Exploration & Production ETF position peaked at $833K in Q3 2022.
60 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2023.

Based on HSBC Holdings's 13F filing for Q4 2023, filed 12 Feb 2024.