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IFP Advisors’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

IFP 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
2023
Q4 		– Sell
-60
Closed -$1.95K – 3271
2023
Q3 		$1.95K Hold
60
– – ﹤0.01% 2848
2023
Q2 		$1.67K Buy
+60
New +$1.59K ﹤0.01% 2934
2022
Q4 		– Sell
-1,437
Closed -$38K – 4783
2022
Q3 		$38K Hold
1,437
– – ﹤0.01% 2592
2022
Q2 		$38K Hold
1,437
– – ﹤0.01% 2359
2022
Q1 		$38K Buy
+1,437
New +$34.5K ﹤0.01% 2359
2021
Q2 		– Sell
-1,700
Closed -$27.9K – 3193
2021
Q1 		$25K Buy
+1,700
New +$22.9K ﹤0.01% 1753
2019
Q4 		– Sell
-104
Closed -$1.58K – 3065
2019
Q3 		$2K Buy
+104
New +$1.61K ﹤0.01% 2718
2019
Q1 		$4K Sell
210
-1,865
-90% -$35.7K ﹤0.01% 1943
2018
Q4 		$36K Sell
2,075
-13,388
-87% -$298K ﹤0.01% 1797
2018
Q3 		$424K Sell
15,463
-1,113
-7% -$29.7K 0.02% 743
2018
Q2 		$449K Buy
16,576
+2,737
+20% +$68.4K 0.02% 699
2018
Q1 		$317K Hold
13,839
– – 0.01% 801
2017
Q4 		$317K Buy
13,839
+1,201
+10% +$25.7K 0.01% 801
2017
Q3 		$261K Sell
12,638
-1,897
-13% -$35.9K 0.01% 994
2017
Q2 		$277K Buy
14,535
+1,990
+16% +$39.7K 0.01% 946
2017
Q1 		$266K Buy
12,545
+2,804
+29% +$61.3K 0.01% 968
2016
Q4 		$225K Buy
9,741
+6,007
+161% +$133K 0.01% 992
2016
Q3 		$80K Sell
3,734
-386
-9% -$7.92K ﹤0.01% 1512
2016
Q2 		$83K Buy
4,120
+3,910
+1,862% +$83K ﹤0.01% 1449
2016
Q1 		$4K Buy
+210
New +$3.95K ﹤0.01% 1938

Other funds holding PXE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors's PXE Position: Q4 2023 in Review

IFP Advisors sold out of Invesco Energy Exploration & Production ETF (PXE) in Q4 2023, closing a stake of 60 shares — an estimated $1.95K sold.

IFP Advisors first reported a position in PXE in Q1 2016 and held it in 20 quarters. The position peaked at $449K in Q2 2018. 60 funds tracked by Wall St. Rank hold PXE as of Q4 2023.

  • IFP Advisors reported no remaining Invesco Energy Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
  • IFP Advisors sold 60 Invesco Energy Exploration & Production ETF shares in Q4 2023, an estimated $1.95K.
  • IFP Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q1 2016 and held it in 20 quarters.
  • IFP Advisors's Invesco Energy Exploration & Production ETF position peaked at $449K in Q2 2018.
  • 60 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2023.

Based on IFP Advisors's 13F filing for Q4 2023, filed 9 Jan 2024.