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

McClarren Financial 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
2021
Q3 		– Sell
-853
Closed -$15K – 326
2021
Q2 		$15K Buy
+853
New +$14K 0.01% 198

Other funds holding PXE

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

McClarren Financial Advisors's PXE Position: Q3 2021 in Review

McClarren Financial Advisors sold out of Invesco Energy Exploration & Production ETF (PXE) in Q3 2021, closing a stake of 853 shares — an estimated $15K sold.

McClarren Financial Advisors first reported a position in PXE in Q2 2021 and held it in 1 quarter. The position peaked at $15K in Q2 2021. 29 funds tracked by Wall St. Rank hold PXE as of Q3 2021.

  • McClarren Financial Advisors reported no remaining Invesco Energy Exploration & Production ETF position as of Q3 2021 after selling out during the quarter.
  • McClarren Financial Advisors sold 853 Invesco Energy Exploration & Production ETF shares in Q3 2021, an estimated $15K.
  • McClarren Financial Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q2 2021 and held it in 1 quarter.
  • McClarren Financial Advisors's Invesco Energy Exploration & Production ETF position peaked at $15K in Q2 2021.
  • 29 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q3 2021.

Based on McClarren Financial Advisors's 13F filing for Q3 2021, filed 15 Oct 2021.