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MassMutual Private Wealth & Trust’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

MassMutual Private Wealth & Trust’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
2024
Q1 		– Sell
-500
Closed -$15.4K – 2115
2023
Q4 		$15.4K Buy
+500
New +$15.7K ﹤0.01% 876

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

MassMutual Private Wealth & Trust's PXE Position: Q1 2024 in Review

MassMutual Private Wealth & Trust sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2024, closing a stake of 500 shares — an estimated $15.4K sold.

MassMutual Private Wealth & Trust first reported a position in PXE in Q4 2023 and held it in 1 quarter. The position peaked at $15.4K in Q4 2023. 60 funds tracked by Wall St. Rank hold PXE as of Q1 2024.

  • MassMutual Private Wealth & Trust reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 500 Invesco Energy Exploration & Production ETF shares in Q1 2024, an estimated $15.4K.
  • MassMutual Private Wealth & Trust first reported a position in Invesco Energy Exploration & Production ETF in Q4 2023 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Invesco Energy Exploration & Production ETF position peaked at $15.4K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2024, filed 9 Apr 2024.