Stifel Financial
PXE icon

Stifel Financial’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Stifel Financial’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
-158,623
Closed -$4.69M – 3410
2022
Q4 		$4.69M Sell
158,623
-2,691
-2% -$85.6K 0.01% 1020
2022
Q3 		$4.44M Sell
161,314
-48,588
-23% -$1.38M 0.01% 1004
2022
Q2 		$5.39M Buy
209,902
+41,771
+25% +$1.25M 0.01% 936
2022
Q1 		$4.67M Sell
168,131
-7,017
-4% -$169K 0.01% 1092
2021
Q4 		$3.38M Buy
175,148
+27,323
+18% +$552K ﹤0.01% 1284
2021
Q3 		$2.79M Sell
147,825
-3,443
-2% -$57K ﹤0.01% 1359
2021
Q2 		$2.79M Buy
151,268
+9,261
+7% +$152K ﹤0.01% 1386
2021
Q1 		$2.1M Buy
+142,007
New +$1.91M ﹤0.01% 1486
2018
Q4 		– Sell
-51,196
Closed -$1.41M – 2779
2018
Q3 		$1.41M Sell
51,196
-1,243
-2% -$33.1K ﹤0.01% 1461
2018
Q2 		$1.42M Buy
+52,439
New +$1.31M ﹤0.01% 1403
2017
Q3 		– Sell
-13,520
Closed -$256K – 2632
2017
Q2 		$256K Sell
13,520
-1,405
-9% -$28K ﹤0.01% 2206
2017
Q1 		$313K Buy
14,925
+1,100
+8% +$24.1K ﹤0.01% 2070
2016
Q4 		$318K Sell
13,825
-984
-7% -$21.8K ﹤0.01% 2012
2016
Q3 		$319K Buy
14,809
+1,634
+12% +$33.5K ﹤0.01% 1953
2016
Q2 		$265K Buy
13,175
+325
+3% +$6.9K ﹤0.01% 2108
2016
Q1 		$257K Buy
12,850
+1,800
+16% +$33.8K ﹤0.01% 1896
2015
Q4 		$242K Buy
11,050
+1,800
+19% +$45.4K ﹤0.01% 2024
2015
Q3 		$213K Buy
9,250
+1,205
+15% +$30.9K ﹤0.01% 1993
2015
Q2 		$233K Buy
+8,045
New +$245K ﹤0.01% 2090

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

Stifel Financial's PXE Position: Q1 2023 in Review

Stifel Financial sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2023, closing a stake of 158,623 shares — an estimated $4.69M sold.

Stifel Financial first reported a position in PXE in Q2 2015 and held it in 19 quarters. The position peaked at $5.39M in Q2 2022. 74 funds tracked by Wall St. Rank hold PXE as of Q1 2023.

  • Stifel Financial reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
  • Stifel Financial sold 158,623 Invesco Energy Exploration & Production ETF shares in Q1 2023, an estimated $4.69M.
  • Stifel Financial first reported a position in Invesco Energy Exploration & Production ETF in Q2 2015 and held it in 19 quarters.
  • Stifel Financial's Invesco Energy Exploration & Production ETF position peaked at $5.39M in Q2 2022.
  • 74 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2023.

Based on Stifel Financial's 13F filing for Q1 2023, filed 12 May 2023.