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WR Wealth Planners’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

WR Wealth Planners’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
-100
Closed -$3.25K – 688
2023
Q3 		$3.25K Buy
+100
New +$3.12K ﹤0.01% 726

Other funds holding PXE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WR Wealth Planners's PXE Position: Q4 2023 in Review

WR Wealth Planners sold out of Invesco Energy Exploration & Production ETF (PXE) in Q4 2023, closing a stake of 100 shares — an estimated $3.25K sold.

WR Wealth Planners first reported a position in PXE in Q3 2023 and held it in 1 quarter. The position peaked at $3.25K in Q3 2023. 60 funds tracked by Wall St. Rank hold PXE as of Q4 2023.

  • WR Wealth Planners reported no remaining Invesco Energy Exploration & Production ETF position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 100 Invesco Energy Exploration & Production ETF shares in Q4 2023, an estimated $3.25K.
  • WR Wealth Planners first reported a position in Invesco Energy Exploration & Production ETF in Q3 2023 and held it in 1 quarter.
  • WR Wealth Planners's Invesco Energy Exploration & Production ETF position peaked at $3.25K in Q3 2023.
  • 60 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.