Capital Investment Advisory Services’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Capital Investment Advisory Services’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	$10.2K	Sell	302 -240	-44%	-$8.73K	﹤0.01%	1154
2026 Q1	$21.2K	Hold	542	–	–	﹤0.01%	986
2025 Q4	$15.1K	Hold	542	–	–	﹤0.01%	977
2025 Q3	$15.9K	Hold	542	–	–	﹤0.01%	922
2025 Q2	$15.2K	Hold	542	–	–	﹤0.01%	903
2025 Q1	$15.9K	Hold	542	–	–	﹤0.01%	837
2024 Q4	$16K	Hold	542	–	–	﹤0.01%	779
2024 Q3	$16.1K	Sell	542 -100	-16%	-$3.16K	﹤0.01%	814
2024 Q2	$21.2K	Hold	642	–	–	﹤0.01%	762
2024 Q1	$23K	Hold	642	–	–	﹤0.01%	750
2023 Q4	$19.8K	Buy	642 +6	+0.9%	+$189	﹤0.01%	771
2023 Q3	$20.7K	Buy	636 +3	+0.5%	+$94	﹤0.01%	727
2023 Q2	$17.6K	Buy	633 +4	+0.6%	+$106	﹤0.01%	706
2023 Q1	$17K	Buy	629 +6	+1%	+$171	﹤0.01%	699
2022 Q4	$18.4K	Buy	623 +7	+1%	+$223	﹤0.01%	699
2022 Q3	$17K	Buy	616 +6	+1%	+$170	﹤0.01%	659
2022 Q2	$16K	Buy	610 +4	+0.7%	+$120	﹤0.01%	685
2022 Q1	$17K	Buy	606 +2	+0.3%	+$48	﹤0.01%	707
2021 Q4	$12K	Buy	604 +5	+0.8%	+$101	﹤0.01%	716
2021 Q3	$11K	Buy	599 +4	+0.7%	+$66	﹤0.01%	678
2021 Q2	$11K	Hold	595	–	–	﹤0.01%	705
2021 Q1	$9K	Hold	595	–	–	﹤0.01%	664
2020 Q4	$6K	Hold	595	–	–	﹤0.01%	650
2020 Q3	$4K	Hold	595	–	–	﹤0.01%	587
2020 Q2	$6K	Hold	595	–	–	﹤0.01%	508
2020 Q1	$4K	Hold	595	–	–	﹤0.01%	513
2019 Q4	$10K	Sell	595 -557	-48%	-$8.46K	﹤0.01%	479
2019 Q3	$17K	Buy	1,152 +3	+0.3%	+$46	﹤0.01%	854
2019 Q2	$19K	Buy	1,149 +2	+0.2%	+$37	0.01%	798
2019 Q1	$22K	Sell	1,147 -2,354	-67%	-$45K	0.01%	659
2018 Q4	$61K	Buy	+3,501	New	+$77.9K	0.03%	417

Other funds holding PXE

MAA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PWA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vision Retirement Ridgewood, New Jersey $414M AUM

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HBW

Hazlett, Burt & Watson Wheeling, West Virginia $377M AUM 41.21% 1-Year Est. Return

Capital Investment Advisory Services's PXE Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Invesco Energy Exploration & Production ETF (PXE) stake by 44% in Q2 2026, selling an estimated $8.73K and leaving 302 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Capital Investment Advisory Services first reported a position in PXE in Q4 2018 and has held it in 31 quarters since. The position peaked at $61K in Q4 2018. 10 funds tracked by Wall St. Rank hold PXE as of Q2 2026.

Capital Investment Advisory Services held 302 shares of Invesco Energy Exploration & Production ETF worth $10.2K as of Q2 2026.
Capital Investment Advisory Services sold 240 Invesco Energy Exploration & Production ETF shares in Q2 2026, an estimated $8.73K.
Invesco Energy Exploration & Production ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1154 holding.
Capital Investment Advisory Services first reported a position in Invesco Energy Exploration & Production ETF in Q4 2018 and has held it in 31 quarters since.
Capital Investment Advisory Services's Invesco Energy Exploration & Production ETF position peaked at $61K in Q4 2018.
10 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.