WFG Advisors’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

WFG Advisors’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
2015 Q3	–	Sell	-500	Closed	-$15K	–	1689
2015 Q2	$15K	Hold	500	–	–	﹤0.01%	1070
2015 Q1	$15K	Sell	500 -180	-26%	-$5.11K	﹤0.01%	1077
2014 Q4	$19K	Buy	680 +1	+0.1%	+$30	﹤0.01%	1245
2014 Q3	$23K	Buy	679 +1	+0.1%	+$36	﹤0.01%	1226
2014 Q2	$26K	Buy	678 +1	+0.1%	+$37	﹤0.01%	1167
2014 Q1	$24K	Hold	677	–	–	﹤0.01%	1193
2013 Q4	$23K	Buy	677 +1	+0.1%	+$33	﹤0.01%	1303
2013 Q3	$21K	Buy	676 +1	+0.1%	+$30	﹤0.01%	1265
2013 Q2	$20K	Buy	+675	New	+$20.8K	﹤0.01%	1213

Other funds holding PXE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

VKH

Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

WFG Advisors's PXE Position: Q3 2015 in Review

WFG Advisors sold out of Invesco Energy Exploration & Production ETF (PXE) in Q3 2015, closing a stake of 500 shares — an estimated $15K sold.

WFG Advisors first reported a position in PXE in Q2 2013 and held it in 9 quarters. The position peaked at $26K in Q2 2014. 28 funds tracked by Wall St. Rank hold PXE as of Q3 2015.

WFG Advisors reported no remaining Invesco Energy Exploration & Production ETF position as of Q3 2015 after selling out during the quarter.
WFG Advisors sold 500 Invesco Energy Exploration & Production ETF shares in Q3 2015, an estimated $15K.
WFG Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q2 2013 and held it in 9 quarters.
WFG Advisors's Invesco Energy Exploration & Production ETF position peaked at $26K in Q2 2014.
28 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.