Wedbush Securities’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Wedbush Securities’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	-8,744	Closed	-$259K	–	1129
2022 Q4	$259K	Sell	8,744 -581	-6%	-$18.5K	0.01%	795
2022 Q3	$257K	Sell	9,325 -94	-1%	-$2.66K	0.01%	791
2022 Q2	$242K	Sell	9,419 -2,182	-19%	-$65.2K	0.01%	839
2022 Q1	$322K	Sell	11,601 -1,714	-13%	-$41.2K	0.01%	766
2021 Q4	$257K	Buy	+13,315	New	+$269K	0.01%	949

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

Wedbush Securities's PXE Position: Q1 2023 in Review

Wedbush Securities sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2023, closing a stake of 8,744 shares — an estimated $259K sold.

Wedbush Securities first reported a position in PXE in Q4 2021 and held it in 5 quarters. The position peaked at $322K in Q1 2022. 74 funds tracked by Wall St. Rank hold PXE as of Q1 2023.

Wedbush Securities reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
Wedbush Securities sold 8,744 Invesco Energy Exploration & Production ETF shares in Q1 2023, an estimated $259K.
Wedbush Securities first reported a position in Invesco Energy Exploration & Production ETF in Q4 2021 and held it in 5 quarters.
Wedbush Securities's Invesco Energy Exploration & Production ETF position peaked at $322K in Q1 2022.
74 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2023.

Based on Wedbush Securities's 13F filing for Q1 2023, filed 9 May 2023.