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Masso Torrence Wealth Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Masso Torrence Wealth Management’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
Q2 		– Sell
-15,822
Closed -$427K – 92
2023
Q1 		$427K Sell
15,822
-22,533
-59% -$643K 0.34% 58
2022
Q4 		$1.13M Buy
+38,355
New +$1.22M 0.9% 33

Other funds holding PXE

PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 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
Bank of America
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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Masso Torrence Wealth Management's PXE Position: Q2 2023 in Review

Masso Torrence Wealth Management sold out of Invesco Energy Exploration & Production ETF (PXE) in Q2 2023, closing a stake of 15,822 shares — an estimated $427K sold.

Masso Torrence Wealth Management first reported a position in PXE in Q4 2022 and held it in 2 quarters. The position peaked at $1.13M in Q4 2022. 56 funds tracked by Wall St. Rank hold PXE as of Q2 2023.

  • Masso Torrence Wealth Management reported no remaining Invesco Energy Exploration & Production ETF position as of Q2 2023 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 15,822 Invesco Energy Exploration & Production ETF shares in Q2 2023, an estimated $427K.
  • Masso Torrence Wealth Management first reported a position in Invesco Energy Exploration & Production ETF in Q4 2022 and held it in 2 quarters.
  • Masso Torrence Wealth Management's Invesco Energy Exploration & Production ETF position peaked at $1.13M in Q4 2022.
  • 56 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2023.

Based on Masso Torrence Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.