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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Aptus Capital Advisors's PXE Position: Q1 2026 in Review

Aptus Capital Advisors held its Invesco Energy Exploration & Production ETF (PXE) position steady in Q1 2026 at 177 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1530.

Aptus Capital Advisors first reported a position in PXE in Q2 2022 and has held it in 8 quarters since. The position peaked at $27.1K in Q1 2023. 53 funds tracked by Wall St. Rank hold PXE as of Q1 2026.

  • Aptus Capital Advisors held 177 shares of Invesco Energy Exploration & Production ETF worth $6.94K as of Q1 2026.
  • Aptus Capital Advisors left its Invesco Energy Exploration & Production ETF share count unchanged in Q1 2026.
  • Invesco Energy Exploration & Production ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1530 holding.
  • Aptus Capital Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q2 2022 and has held it in 8 quarters since.
  • Aptus Capital Advisors's Invesco Energy Exploration & Production ETF position peaked at $27.1K in Q1 2023.
  • 53 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.