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

Aptus Capital 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
2026 Q2	$6K	Hold	177	–	–	﹤0.01%	1653
2026 Q1	$6.94K	Hold	177	–	–	﹤0.01%	1530
2025 Q4	$4.95K	Buy	+177	New	+$5.11K	﹤0.01%	1554
2023 Q4	–	Sell	-600	Closed	-$19.5K	–	971
2023 Q3	$19.5K	Hold	600	–	–	﹤0.01%	752
2023 Q2	$16.7K	Sell	600 -404	-40%	-$10.7K	﹤0.01%	669
2023 Q1	$27.1K	Buy	1,004 +604	+151%	+$17.2K	﹤0.01%	609
2022 Q4	$11.8K	Buy	400 +4	+1%	+$127	﹤0.01%	683
2022 Q3	$11K	Buy	396 +7	+2%	+$198	﹤0.01%	655
2022 Q2	$10K	Buy	+389	New	+$11.6K	﹤0.01%	572

Other funds holding PXE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MAA

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Aptus Capital Advisors's PXE Position: Q2 2026 in Review

Aptus Capital Advisors held its Invesco Energy Exploration & Production ETF (PXE) position steady in Q2 2026 at 177 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Aptus Capital Advisors first reported a position in PXE in Q2 2022 and has held it in 9 quarters since. The position peaked at $27.1K in Q1 2023. 46 funds tracked by Wall St. Rank hold PXE as of Q2 2026.

Aptus Capital Advisors held 177 shares of Invesco Energy Exploration & Production ETF worth $6K as of Q2 2026.
Aptus Capital Advisors left its Invesco Energy Exploration & Production ETF share count unchanged in Q2 2026.
Invesco Energy Exploration & Production ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1653 holding.
Aptus Capital Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q2 2022 and has held it in 9 quarters since.
Aptus Capital Advisors's Invesco Energy Exploration & Production ETF position peaked at $27.1K in Q1 2023.
46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.