Allworth Financial’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Allworth Financial’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
2025 Q3	–	Sell	-7	Closed	-$196	–	5018
2025 Q2	$196	Buy	+7	New	+$187	﹤0.01%	4317

Other funds holding PXE

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

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

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWA

PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Allworth Financial's PXE Position: Q3 2025 in Review

Allworth Financial sold out of Invesco Energy Exploration & Production ETF (PXE) in Q3 2025, closing a stake of 7 shares — an estimated $196 sold.

Allworth Financial first reported a position in PXE in Q2 2025 and held it in 1 quarter. The position peaked at $196 in Q2 2025. 43 funds tracked by Wall St. Rank hold PXE as of Q3 2025.

Allworth Financial reported no remaining Invesco Energy Exploration & Production ETF position as of Q3 2025 after selling out during the quarter.
Allworth Financial sold 7 Invesco Energy Exploration & Production ETF shares in Q3 2025, an estimated $196.
Allworth Financial first reported a position in Invesco Energy Exploration & Production ETF in Q2 2025 and held it in 1 quarter.
Allworth Financial's Invesco Energy Exploration & Production ETF position peaked at $196 in Q2 2025.
43 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.