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 Q2	$38.3K	Hold	1,131	–	–	0.02%	240
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%	+$4.1K	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 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

Foundations Investment Advisors Phoenix, Arizona $9.7B AUM 29.41% 1-Year Est. Return

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

Copia Wealth Management's PXE Position: Q2 2026 in Review

Copia Wealth Management held its Invesco Energy Exploration & Production ETF (PXE) position steady in Q2 2026 at 1,131 shares worth $38.3K. The position accounts for 0.02% of the portfolio, ranked #240.

Copia Wealth Management first reported a position in PXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $44.3K in Q1 2026. 46 funds tracked by Wall St. Rank hold PXE as of Q2 2026.

Copia Wealth Management held 1,131 shares of Invesco Energy Exploration & Production ETF worth $38.3K as of Q2 2026.
Copia Wealth Management left its Invesco Energy Exploration & Production ETF share count unchanged in Q2 2026.
Invesco Energy Exploration & Production ETF made up 0.02% of Copia Wealth Management's portfolio in Q2 2026, its #240 holding.
Copia Wealth Management first reported a position in Invesco Energy Exploration & Production ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's Invesco Energy Exploration & Production ETF position peaked at $44.3K in Q1 2026.
46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.