Wealthcare Advisory Partners’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Wealthcare Advisory Partners’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	-16,289	Closed	-$482K	–	730
2022 Q4	$482K	Buy	+16,289	New	+$518K	0.02%	433
2021 Q2	–	Sell	-3,550	Closed	-$52K	–	1532
2021 Q1	$52K	Buy	+3,550	New	+$47.7K	﹤0.01%	860
2019 Q3	–	Sell	-597	Closed	-$10K	–	1400
2019 Q2	$10K	Buy	+597	New	+$10.9K	﹤0.01%	913

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

Wealthcare Advisory Partners's PXE Position: Q1 2023 in Review

Wealthcare Advisory Partners sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2023, closing a stake of 16,289 shares — an estimated $482K sold.

Wealthcare Advisory Partners first reported a position in PXE in Q2 2019 and held it in 3 quarters. The position peaked at $482K in Q4 2022. 74 funds tracked by Wall St. Rank hold PXE as of Q1 2023.

Wealthcare Advisory Partners reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
Wealthcare Advisory Partners sold 16,289 Invesco Energy Exploration & Production ETF shares in Q1 2023, an estimated $482K.
Wealthcare Advisory Partners first reported a position in Invesco Energy Exploration & Production ETF in Q2 2019 and held it in 3 quarters.
Wealthcare Advisory Partners's Invesco Energy Exploration & Production ETF position peaked at $482K in Q4 2022.
74 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2023.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2023, filed 4 May 2023.