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

Truist 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	-94,183	Closed	-$2.79M	–	2657
2022 Q4	$2.79M	Sell	94,183 -10,556	-10%	-$336K	﹤0.01%	1046
2022 Q3	$2.89M	Sell	104,739 -14,442	-12%	-$409K	0.01%	1001
2022 Q2	$3.06M	Sell	119,181 -6,816	-5%	-$204K	0.01%	1002
2022 Q1	$3.5M	Buy	125,997 +12,294	+11%	+$295K	0.01%	1027
2021 Q4	$2.19M	Buy	113,703 +7,583	+7%	+$153K	﹤0.01%	1259
2021 Q3	$2M	Buy	106,120 +7,053	+7%	+$117K	﹤0.01%	1277
2021 Q2	$1.82M	Buy	99,067 +23,090	+30%	+$379K	﹤0.01%	1342
2021 Q1	$1.12M	Buy	+75,977	New	+$1.02M	﹤0.01%	1524

Other funds holding PXE

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

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 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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial's PXE Position: Q1 2023 in Review

Truist Financial sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2023, closing a stake of 94,183 shares — an estimated $2.79M sold.

Truist Financial first reported a position in PXE in Q1 2021 and held it in 8 quarters. The position peaked at $3.5M in Q1 2022. 74 funds tracked by Wall St. Rank hold PXE as of Q1 2023.

Truist Financial reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
Truist Financial sold 94,183 Invesco Energy Exploration & Production ETF shares in Q1 2023, an estimated $2.79M.
Truist Financial first reported a position in Invesco Energy Exploration & Production ETF in Q1 2021 and held it in 8 quarters.
Truist Financial's Invesco Energy Exploration & Production ETF position peaked at $3.5M in Q1 2022.
74 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2023.

Based on Truist Financial's 13F filing for Q1 2023, filed 5 May 2023.