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

WealthSource 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
2021
Q4 		– Sell
-20,000
Closed -$378K – 574
2021
Q3 		$378K Buy
+20,000
New +$331K 0.03% 337

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MCM
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Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthSource Partners's PXE Position: Q4 2021 in Review

WealthSource Partners sold out of Invesco Energy Exploration & Production ETF (PXE) in Q4 2021, closing a stake of 20,000 shares — an estimated $378K sold.

WealthSource Partners first reported a position in PXE in Q3 2021 and held it in 1 quarter. The position peaked at $378K in Q3 2021. 43 funds tracked by Wall St. Rank hold PXE as of Q4 2021.

  • WealthSource Partners reported no remaining Invesco Energy Exploration & Production ETF position as of Q4 2021 after selling out during the quarter.
  • WealthSource Partners sold 20,000 Invesco Energy Exploration & Production ETF shares in Q4 2021, an estimated $378K.
  • WealthSource Partners first reported a position in Invesco Energy Exploration & Production ETF in Q3 2021 and held it in 1 quarter.
  • WealthSource Partners's Invesco Energy Exploration & Production ETF position peaked at $378K in Q3 2021.
  • 43 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2021.

Based on WealthSource Partners's 13F filing for Q4 2021, filed 14 Feb 2022.