Westside Investment Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Westside Investment 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
2020 Q4	–	Sell	-1,165	Closed	-$8	–	671
2020 Q3	$8	Hold	1,165	–	–	﹤0.01%	512
2020 Q2	$11	Hold	1,165	–	–	﹤0.01%	473
2020 Q1	$6	Buy	+1,165	New	+$13.5K	﹤0.01%	520
2019 Q2	$20	Buy	+1,165	New	+$21.3K	﹤0.01%	391
2018 Q4	$20.2K	Buy	+1,165	New	+$25.9K	0.01%	377
2018 Q3	–	Sell	-1,165	Closed	-$31.1K	–	805
2018 Q2	$31.1K	Hold	1,165	–	–	0.01%	340
2018 Q1	$24K	Hold	1,165	–	–	0.01%	359
2017 Q4	$27.5K	Hold	1,165	–	–	0.01%	352
2017 Q3	$24K	Hold	1,165	–	–	0.01%	355
2017 Q2	$22K	Hold	1,165	–	–	0.01%	366
2017 Q1	$24.3K	Buy	+1,165	New	+$25.5K	0.01%	331

Other funds holding PXE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

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

Westside Investment Management's PXE Position: Q4 2020 in Review

Westside Investment Management sold out of Invesco Energy Exploration & Production ETF (PXE) in Q4 2020, closing a stake of 1,165 shares — an estimated $8 sold.

Westside Investment Management first reported a position in PXE in Q1 2017 and held it in 11 quarters. The position peaked at $31.1K in Q2 2018. 17 funds tracked by Wall St. Rank hold PXE as of Q4 2020.

Westside Investment Management reported no remaining Invesco Energy Exploration & Production ETF position as of Q4 2020 after selling out during the quarter.
Westside Investment Management sold 1,165 Invesco Energy Exploration & Production ETF shares in Q4 2020, an estimated $8.
Westside Investment Management first reported a position in Invesco Energy Exploration & Production ETF in Q1 2017 and held it in 11 quarters.
Westside Investment Management's Invesco Energy Exploration & Production ETF position peaked at $31.1K in Q2 2018.
17 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2020.

Based on Westside Investment Management's 13F filing for Q4 2020, filed 15 Jan 2021.