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

Mather 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
2024
Q3 		– Sell
-1,000
Closed -$35.8K – 2083
2024
Q2 		$35.8K Buy
+1,000
New +$34.5K ﹤0.01% 1094

Other funds holding PXE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mather Group's PXE Position: Q3 2024 in Review

Mather Group sold out of Invesco Energy Exploration & Production ETF (PXE) in Q3 2024, closing a stake of 1,000 shares — an estimated $35.8K sold.

Mather Group first reported a position in PXE in Q2 2024 and held it in 1 quarter. The position peaked at $35.8K in Q2 2024. 53 funds tracked by Wall St. Rank hold PXE as of Q3 2024.

  • Mather Group reported no remaining Invesco Energy Exploration & Production ETF position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 1,000 Invesco Energy Exploration & Production ETF shares in Q3 2024, an estimated $35.8K.
  • Mather Group first reported a position in Invesco Energy Exploration & Production ETF in Q2 2024 and held it in 1 quarter.
  • Mather Group's Invesco Energy Exploration & Production ETF position peaked at $35.8K in Q2 2024.
  • 53 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.