Independent Financial Group’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Independent Financial Group’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	-10,216	Closed	-$302K	–	874
2022 Q4	$302K	Sell	10,216 -20	-0.2%	-$636	0.03%	550
2022 Q3	$282K	Buy	10,236 +309	+3%	+$8.75K	0.03%	553
2022 Q2	$255K	Sell	9,927 -3,515	-26%	-$105K	0.03%	555
2022 Q1	$373K	Sell	13,442 -3,459	-20%	-$83.1K	0.03%	526
2021 Q4	$326K	Sell	16,901 -457	-3%	-$9.23K	0.03%	563
2021 Q3	$328K	Buy	17,358 +468	+3%	+$7.75K	0.03%	501
2021 Q2	$311K	Buy	16,890 +72	+0.4%	+$1.18K	0.03%	523
2021 Q1	$249K	Buy	+16,818	New	+$226K	0.03%	525
2020 Q3	–	Sell	-16,782	Closed	-$159K	–	534
2020 Q2	$159K	Buy	+16,782	New	+$156K	0.04%	436

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

Independent Financial Group's PXE Position: Q1 2023 in Review

Independent Financial Group sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2023, closing a stake of 10,216 shares — an estimated $302K sold.

Independent Financial Group first reported a position in PXE in Q2 2020 and held it in 9 quarters. The position peaked at $373K in Q1 2022. 74 funds tracked by Wall St. Rank hold PXE as of Q1 2023.

Independent Financial Group reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
Independent Financial Group sold 10,216 Invesco Energy Exploration & Production ETF shares in Q1 2023, an estimated $302K.
Independent Financial Group first reported a position in Invesco Energy Exploration & Production ETF in Q2 2020 and held it in 9 quarters.
Independent Financial Group's Invesco Energy Exploration & Production ETF position peaked at $373K in Q1 2022.
74 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2023.

Based on Independent Financial Group's 13F filing for Q1 2023, filed 12 Jun 2026.