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Copia Wealth Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Copia Wealth Management’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 		$44.3K Buy
1,131
+329
+41% +$10.7K 0.03% 210
2025
Q4 		$22.4K Hold
802
– – 0.02% 261
2025
Q3 		$23.6K Buy
802
+142
+22% +$4.09K 0.02% 256
2025
Q2 		$18.5K Hold
660
– – 0.02% 244
2025
Q1 		$19.3K Hold
660
– – 0.02% 228
2024
Q4 		$19.5K Buy
+660
New +$20.1K 0.02% 213

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 $1.45B AUM 47.06% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Copia Wealth Management's PXE Position: Q1 2026 in Review

Copia Wealth Management increased its Invesco Energy Exploration & Production ETF (PXE) stake by 41% in Q1 2026, buying an estimated $10.7K and bringing the position to 1,131 shares worth $44.3K. The position accounts for 0.03% of the portfolio, ranked #210.

Copia Wealth Management first reported a position in PXE in Q4 2024 and has held it in 6 quarters since. 53 funds tracked by Wall St. Rank hold PXE as of Q1 2026.

  • Copia Wealth Management held 1,131 shares of Invesco Energy Exploration & Production ETF worth $44.3K as of Q1 2026.
  • Copia Wealth Management bought 329 Invesco Energy Exploration & Production ETF shares in Q1 2026, an estimated $10.7K.
  • Invesco Energy Exploration & Production ETF made up 0.03% of Copia Wealth Management's portfolio in Q1 2026, its #210 holding.
  • Copia Wealth Management first reported a position in Invesco Energy Exploration & Production ETF in Q4 2024 and has held it in 6 quarters since.
  • 53 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2026.

Based on Copia Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.