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

Pineridge 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
2024
Q2 		– Sell
-752
Closed -$26.9K – 665
2024
Q1 		$26.9K Sell
752
-505
-40% -$16K 0.01% 192
2023
Q4 		$38.8K Buy
+1,257
New +$39.5K 0.01% 186

Other funds holding PXE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Cetera Investment Advisers
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

Pineridge Advisors's PXE Position: Q2 2024 in Review

Pineridge Advisors sold out of Invesco Energy Exploration & Production ETF (PXE) in Q2 2024, closing a stake of 752 shares — an estimated $26.9K sold.

Pineridge Advisors first reported a position in PXE in Q4 2023 and held it in 2 quarters. The position peaked at $38.8K in Q4 2023. 57 funds tracked by Wall St. Rank hold PXE as of Q2 2024.

  • Pineridge Advisors reported no remaining Invesco Energy Exploration & Production ETF position as of Q2 2024 after selling out during the quarter.
  • Pineridge Advisors sold 752 Invesco Energy Exploration & Production ETF shares in Q2 2024, an estimated $26.9K.
  • Pineridge Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q4 2023 and held it in 2 quarters.
  • Pineridge Advisors's Invesco Energy Exploration & Production ETF position peaked at $38.8K in Q4 2023.
  • 57 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2024.

Based on Pineridge Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.