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

MinichMacGregor 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 Q1	–	Sell	-11,801	Closed	-$349K	–	499
2022 Q4	$349K	Sell	11,801 -25	-0.2%	-$795	0.13%	55
2022 Q3	$325K	Sell	11,826 -911	-7%	-$25.8K	0.13%	59
2022 Q2	$327K	Sell	12,737 -1,221	-9%	-$36.5K	0.13%	53
2022 Q1	$387K	Buy	+13,958	New	+$335K	0.12%	66
2018 Q4	–	Sell	-177	Closed	-$4K	–	402
2018 Q3	$4K	Sell	177 -31	-15%	-$826	﹤0.01%	411
2018 Q2	$5K	Buy	+208	New	+$5.2K	﹤0.01%	388

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

MinichMacGregor Wealth Management's PXE Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2023, closing a stake of 11,801 shares — an estimated $349K sold.

MinichMacGregor Wealth Management first reported a position in PXE in Q2 2018 and held it in 6 quarters. The position peaked at $387K in Q1 2022. 74 funds tracked by Wall St. Rank hold PXE as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 11,801 Invesco Energy Exploration & Production ETF shares in Q1 2023, an estimated $349K.
MinichMacGregor Wealth Management first reported a position in Invesco Energy Exploration & Production ETF in Q2 2018 and held it in 6 quarters.
MinichMacGregor Wealth Management's Invesco Energy Exploration & Production ETF position peaked at $387K in Q1 2022.
74 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.