Western Wealth Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Western Wealth Management’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 Q4	–	Sell	-8,879	Closed	-$289K	–	709
2023 Q3	$289K	Sell	8,879 -789	-8%	-$24.6K	0.02%	519
2023 Q2	$269K	Sell	9,668 -4,018	-29%	-$106K	0.02%	533
2023 Q1	$369K	Sell	13,686 -73	-0.5%	-$2.08K	0.03%	446
2022 Q4	$407K	Buy	+13,759	New	+$438K	0.04%	384

Other funds holding PXE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Western Wealth Management's PXE Position: Q4 2023 in Review

Western Wealth Management sold out of Invesco Energy Exploration & Production ETF (PXE) in Q4 2023, closing a stake of 8,879 shares — an estimated $289K sold.

Western Wealth Management first reported a position in PXE in Q4 2022 and held it in 4 quarters. The position peaked at $407K in Q4 2022. 60 funds tracked by Wall St. Rank hold PXE as of Q4 2023.

Western Wealth Management reported no remaining Invesco Energy Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
Western Wealth Management sold 8,879 Invesco Energy Exploration & Production ETF shares in Q4 2023, an estimated $289K.
Western Wealth Management first reported a position in Invesco Energy Exploration & Production ETF in Q4 2022 and held it in 4 quarters.
Western Wealth Management's Invesco Energy Exploration & Production ETF position peaked at $407K in Q4 2022.
60 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2023.

Based on Western Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.