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Optimum Investment Advisors’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Optimum Investment 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
Q2 		– Sell
-5
Closed – – 960
2021
Q1 		$0 Buy
+5
New +$67 ﹤0.01% 947

Other funds holding PXE

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Optimum Investment Advisors's PXE Position: Q2 2021 in Review

Optimum Investment Advisors sold out of Invesco Energy Exploration & Production ETF (PXE) in Q2 2021, closing a stake of 5 shares.

Optimum Investment Advisors first reported a position in PXE in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 27 funds tracked by Wall St. Rank hold PXE as of Q2 2021.

  • Optimum Investment Advisors reported no remaining Invesco Energy Exploration & Production ETF position as of Q2 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 5 Invesco Energy Exploration & Production ETF shares in Q2 2021.
  • Optimum Investment Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q1 2021 and held it in 1 quarter.
  • Optimum Investment Advisors's Invesco Energy Exploration & Production ETF position peaked at $0 in Q1 2021.
  • 27 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2021.

Based on Optimum Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.