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

Tradition Wealth Management’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 Q1	–	Sell	-1,070	Closed	-$33K	–	988
2023 Q4	$33K	Hold	1,070	–	–	﹤0.01%	724
2023 Q3	$35K	Sell	1,070 -150	-12%	-$4.68K	﹤0.01%	690
2023 Q2	$34K	Buy	1,220 +1,000	+455%	+$26.4K	﹤0.01%	737
2023 Q1	$6K	Hold	220	–	–	﹤0.01%	1119
2022 Q4	$7K	Hold	220	–	–	﹤0.01%	985
2022 Q3	$6K	Buy	+220	New	+$6.23K	﹤0.01%	1043

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Tradition Wealth Management's PXE Position: Q1 2024 in Review

Tradition Wealth Management sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2024, closing a stake of 1,070 shares — an estimated $33K sold.

Tradition Wealth Management first reported a position in PXE in Q3 2022 and held it in 6 quarters. The position peaked at $35K in Q3 2023. 60 funds tracked by Wall St. Rank hold PXE as of Q1 2024.

Tradition Wealth Management reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,070 Invesco Energy Exploration & Production ETF shares in Q1 2024, an estimated $33K.
Tradition Wealth Management first reported a position in Invesco Energy Exploration & Production ETF in Q3 2022 and held it in 6 quarters.
Tradition Wealth Management's Invesco Energy Exploration & Production ETF position peaked at $35K in Q3 2023.
60 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.