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

National Wealth Management 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 Q2	–	Sell	-5,803	Closed	-$208K	–	152
2024 Q1	$208K	Buy	+5,803	New	+$184K	0.16%	125
2023 Q1	–	Sell	-8,336	Closed	-$247K	–	160
2022 Q4	$247K	Sell	8,336 -3,807	-31%	-$121K	0.3%	110
2022 Q3	$335K	Sell	12,143 -27,268	-69%	-$772K	0.43%	71
2022 Q2	$1.01M	Buy	+39,411	New	+$1.18M	1.28%	17

Other funds holding PXE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

National Wealth Management Group's PXE Position: Q2 2024 in Review

National Wealth Management Group sold out of Invesco Energy Exploration & Production ETF (PXE) in Q2 2024, closing a stake of 5,803 shares — an estimated $208K sold.

National Wealth Management Group first reported a position in PXE in Q2 2022 and held it in 4 quarters. The position peaked at $1.01M in Q2 2022. 57 funds tracked by Wall St. Rank hold PXE as of Q2 2024.

National Wealth Management Group reported no remaining Invesco Energy Exploration & Production ETF position as of Q2 2024 after selling out during the quarter.
National Wealth Management Group sold 5,803 Invesco Energy Exploration & Production ETF shares in Q2 2024, an estimated $208K.
National Wealth Management Group first reported a position in Invesco Energy Exploration & Production ETF in Q2 2022 and held it in 4 quarters.
National Wealth Management Group's Invesco Energy Exploration & Production ETF position peaked at $1.01M in Q2 2022.
57 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2024.

Based on National Wealth Management Group's 13F filing for Q2 2024, filed 9 Aug 2024.