OPS
PXE icon

Orion Portfolio Solutions’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-175
Closed -$2K – 1654
2020
Q2 		$2K Hold
175
– – ﹤0.01% 1815
2020
Q1 		$1K Buy
+175
New +$2.02K ﹤0.01% 1786

Other funds holding PXE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Orion Portfolio Solutions's PXE Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Invesco Energy Exploration & Production ETF (PXE) in Q3 2020, closing a stake of 175 shares — an estimated $2K sold.

Orion Portfolio Solutions first reported a position in PXE in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 18 funds tracked by Wall St. Rank hold PXE as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Invesco Energy Exploration & Production ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 175 Invesco Energy Exploration & Production ETF shares in Q3 2020, an estimated $2K.
  • Orion Portfolio Solutions first reported a position in Invesco Energy Exploration & Production ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Invesco Energy Exploration & Production ETF position peaked at $2K in Q2 2020.
  • 18 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.