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Invesco Dynamic Energy Exploration & Production Etf dynmc enrg exp shares owned by OneAscent Wealth Management

Quarter-by-quarter ownership of Invesco Dynamic Energy Exploration & Production Etf dynmc enrg exp (PXE) shares owned by OneAscent Wealth Management from 13F filings

Historical chart of OneAscent Wealth Management investment in Invesco Dynamic Energy Exploration & Production Etf dynmc enrg exp

Tip: Access up to 7 years of quarterly data

All positions including Invesco Dynamic Energy Exploration & Production Etf dynmc enrg exp held by OneAscent Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Dynamic Energy Exploration & Production Etf dynmc enrg exp by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $324k 9.1k 35.78
2023-12-31 $280k 9.1k 30.92
2023-09-30 $294k 9.1k 32.47
2023-06-30 $267k 9.6k 27.83
2023-03-31 $269k 10k 27.01
2022-12-31 $295k 10k 29.62

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Large (OALC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Timothy Plan Hig Dv Stk Etf (TPHD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Southern Company (SO)
Us Bancorp Del Com New (USB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for OneAscent Wealth Management

Top funds holding Invesco Dynamic Energy Exploration & Production Etf dynmc enrg exp

Bank of America Corporation
Parkside Investments
Commonwealth Equity Services
One + One Wealth Management
Great Valley Advisor Group
Anfield Capital Management
UBS Group
Advisor Group Holdings
Raymond James & Associates
Private Advisor
Citadel Advisors
Global Retirement Partners
Essex Financial Services
P.J. Schmidt Investment Management
Sandy Spring Bank

View all funds holding Invesco Dynamic Energy Exploration & Production Etf dynmc enrg exp