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Money Concepts Capital’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Money Concepts Capital’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
-1,991
Closed -$58.9K – 2301
2022
Q4 		$58.9K Buy
+1,991
New +$63.3K ﹤0.01% 1184
2022
Q2 		– Sell
-1,754
Closed -$49K – 2348
2022
Q1 		$49K Buy
+1,754
New +$42.1K ﹤0.01% 1247

Other funds holding PXE

PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
LPL Financial
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
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Money Concepts Capital's PXE Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2023, closing a stake of 1,991 shares — an estimated $58.9K sold.

Money Concepts Capital first reported a position in PXE in Q1 2022 and held it in 2 quarters. The position peaked at $58.9K in Q4 2022. 74 funds tracked by Wall St. Rank hold PXE as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,991 Invesco Energy Exploration & Production ETF shares in Q1 2023, an estimated $58.9K.
  • Money Concepts Capital first reported a position in Invesco Energy Exploration & Production ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Invesco Energy Exploration & Production ETF position peaked at $58.9K in Q4 2022.
  • 74 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.