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 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	-$1.69K	–	4225
2022 Q3	$1.69K	Buy	61,000 +47,302	+345%	+$1.34M	﹤0.01%	1915
2022 Q2	$445	Buy	+13,698	New	+$409K	﹤0.01%	2769

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

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of Montreal's PXE Position: Q1 2026 in Review

Bank of Montreal held its Invesco Energy Exploration & Production ETF (PXE) position steady in Q1 2026 at 3,150 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #3080.

Bank of Montreal first reported a position in PXE in Q2 2022 and has held it in 8 quarters since. 53 funds tracked by Wall St. Rank hold PXE as of Q1 2026.

Bank of Montreal held 3,150 shares of Invesco Energy Exploration & Production ETF worth $123K as of Q1 2026.
Bank of Montreal left its Invesco Energy Exploration & Production ETF share count unchanged in Q1 2026.
Invesco Energy Exploration & Production ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3080 holding.
Bank of Montreal first reported a position in Invesco Energy Exploration & Production ETF in Q2 2022 and has held it in 8 quarters since.
53 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.