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Vahanian & Associates Financial Planning’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Vahanian & Associates Financial Planning’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
-6,994
Closed -$207K – 81
2022
Q4 		$207K Sell
6,994
-2,174
-24% -$69.1K 0.68% 53
2022
Q3 		$253K Sell
9,168
-10,882
-54% -$308K 0.87% 39
2022
Q2 		$515K Buy
+20,050
New +$599K 2.22% 14

Other funds holding PXE

PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Vahanian & Associates Financial Planning's PXE Position: Q1 2023 in Review

Vahanian & Associates Financial Planning sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2023, closing a stake of 6,994 shares — an estimated $207K sold.

Vahanian & Associates Financial Planning first reported a position in PXE in Q2 2022 and held it in 3 quarters. The position peaked at $515K in Q2 2022. 74 funds tracked by Wall St. Rank hold PXE as of Q1 2023.

  • Vahanian & Associates Financial Planning reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
  • Vahanian & Associates Financial Planning sold 6,994 Invesco Energy Exploration & Production ETF shares in Q1 2023, an estimated $207K.
  • Vahanian & Associates Financial Planning first reported a position in Invesco Energy Exploration & Production ETF in Q2 2022 and held it in 3 quarters.
  • Vahanian & Associates Financial Planning's Invesco Energy Exploration & Production ETF position peaked at $515K in Q2 2022.
  • 74 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q1 2023, filed 18 Apr 2023.