Carson Wealth (CWM LLC)’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Carson Wealth (CWM LLC)’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	$2.23K	Sell	57 -15	-21%	-$490	﹤0.01%	5247
2025 Q4	$2K	Hold	72	–	–	﹤0.01%	5125
2025 Q3	$2K	Buy	+72	New	+$2.08K	﹤0.01%	5034
2025 Q2	–	Sell	-31	Closed	-$1K	–	5265
2025 Q1	$1K	Sell	31 -56	-64%	-$1.67K	﹤0.01%	4971
2024 Q4	$3K	Sell	87 -1,442	-94%	-$43.9K	﹤0.01%	4446
2024 Q3	$45K	Buy	1,529 +10	+0.7%	+$316	﹤0.01%	2772
2024 Q2	$50K	Buy	1,519 +1,446	+1,981%	+$49.9K	﹤0.01%	2481
2024 Q1	$3K	Hold	73	–	–	﹤0.01%	3883
2023 Q4	$2K	Buy	73 +42	+135%	+$1.32K	﹤0.01%	3835
2023 Q3	$1K	Buy	+31	New	+$968	﹤0.01%	4054

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

Carson Wealth (CWM LLC)'s PXE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Invesco Energy Exploration & Production ETF (PXE) stake by 21% in Q1 2026, selling an estimated $490 and leaving 57 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #5247.

Carson Wealth (CWM LLC) first reported a position in PXE in Q3 2023 and has held it in 10 quarters since. The position peaked at $50K in Q2 2024. 53 funds tracked by Wall St. Rank hold PXE as of Q1 2026.

Carson Wealth (CWM LLC) held 57 shares of Invesco Energy Exploration & Production ETF worth $2.23K as of Q1 2026.
Carson Wealth (CWM LLC) sold 15 Invesco Energy Exploration & Production ETF shares in Q1 2026, an estimated $490.
Invesco Energy Exploration & Production ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5247 holding.
Carson Wealth (CWM LLC) first reported a position in Invesco Energy Exploration & Production ETF in Q3 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Invesco Energy Exploration & Production ETF position peaked at $50K in Q2 2024.
53 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.