Bank of Montreal’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Bank of Montreal’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	–	Sell	-3,150	Closed	-$123K	–	4012
2026 Q1	$123K	Hold	3,150	–	–	﹤0.01%	3080
2025 Q4	$88.9K	Buy	+3,150	New	+$90.9K	﹤0.01%	3080
2025 Q3	–	Sell	-200	Closed	-$5.6K	–	3760
2025 Q2	$5.6K	Hold	200	–	–	﹤0.01%	3395
2025 Q1	$5.86K	Hold	200	–	–	﹤0.01%	3349
2024 Q4	$6.77K	Buy	+200	New	+$6.09K	﹤0.01%	3373
2024 Q3	–	Sell	-2,266	Closed	-$79.8K	–	4165
2024 Q2	$79.8K	Buy	+2,266	New	+$78.2K	﹤0.01%	3305
2022 Q4	–	Sell	-61,000	Closed	-$1.69M	–	4225
2022 Q3	$1.69M	Buy	61,000 +47,302	+345%	+$1.34M	﹤0.01%	1915
2022 Q2	$445K	Buy	+13,698	New	+$409K	﹤0.01%	2769

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

Bank of Montreal's PXE Position: Q2 2026 in Review

Bank of Montreal sold out of Invesco Energy Exploration & Production ETF (PXE) in Q2 2026, closing a stake of 3,150 shares — an estimated $123K sold.

Bank of Montreal first reported a position in PXE in Q2 2022 and held it in 8 quarters. The position peaked at $1.69M in Q3 2022. 46 funds tracked by Wall St. Rank hold PXE as of Q2 2026.

Bank of Montreal reported no remaining Invesco Energy Exploration & Production ETF position as of Q2 2026 after selling out during the quarter.
Bank of Montreal sold 3,150 Invesco Energy Exploration & Production ETF shares in Q2 2026, an estimated $123K.
Bank of Montreal first reported a position in Invesco Energy Exploration & Production ETF in Q2 2022 and held it in 8 quarters.
Bank of Montreal's Invesco Energy Exploration & Production ETF position peaked at $1.69M in Q3 2022.
46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.