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Essex Financial Services’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Essex Financial 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 		$961K Sell
28,367
-80
-0.3% -$2.91K 0.05% 328
2026
Q1 		$1.12M Sell
28,447
-120
-0.4% -$3.92K 0.06% 260
2025
Q4 		$798K Buy
28,567
+22
+0.1% +$635 0.05% 336
2025
Q3 		$839K Sell
28,545
-749
-3% -$21.6K 0.05% 310
2025
Q2 		$820K Sell
29,294
-94
-0.3% -$2.52K 0.05% 300
2025
Q1 		$860K Sell
29,388
-865
-3% -$25.9K 0.06% 258
2024
Q4 		$895K Buy
30,253
+136
+0.5% +$4.14K 0.06% 255
2024
Q3 		$910K Sell
30,117
-34
-0.1% -$1.07K 0.07% 262
2024
Q2 		$949K Buy
30,151
+123
+0.4% +$4.24K 0.07% 244
2024
Q1 		$1.07M Buy
30,028
+856
+3% +$27.2K 0.1% 196
2023
Q4 		$901K Buy
29,172
+117
+0.4% +$3.68K 0.09% 210
2023
Q3 		$945K Buy
29,055
+833
+3% +$26K 0.11% 181
2023
Q2 		$785K Sell
28,222
-108
-0.4% -$2.86K 0.09% 208
2023
Q1 		$765K Sell
28,330
-421
-1% -$12K 0.08% 224
2022
Q4 		$850K Buy
28,751
+229
+0.8% +$7.28K 0.09% 201
2022
Q3 		$786K Buy
28,522
+4,531
+19% +$128K 0.09% 192
2022
Q2 		$616K Buy
23,991
+4,226
+21% +$126K 0.07% 245
2022
Q1 		$548K Buy
+19,765
New +$475K 0.05% 275

Other funds holding PXE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Essex Financial Services's PXE Position: Q2 2026 in Review

Essex Financial Services reduced its Invesco Energy Exploration & Production ETF (PXE) stake by 0.28% in Q2 2026, selling an estimated $2.91K and leaving 28,367 shares worth $961K. The position accounts for 0.05% of the portfolio, ranked #328.

Essex Financial Services first reported a position in PXE in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.12M in Q1 2026. 46 funds tracked by Wall St. Rank hold PXE as of Q2 2026.

  • Essex Financial Services held 28,367 shares of Invesco Energy Exploration & Production ETF worth $961K as of Q2 2026.
  • Essex Financial Services sold 80 Invesco Energy Exploration & Production ETF shares in Q2 2026, an estimated $2.91K.
  • Invesco Energy Exploration & Production ETF made up 0.05% of Essex Financial Services's portfolio in Q2 2026, its #328 holding.
  • Essex Financial Services first reported a position in Invesco Energy Exploration & Production ETF in Q1 2022 and has held it in 18 quarters since.
  • Essex Financial Services's Invesco Energy Exploration & Production ETF position peaked at $1.12M in Q1 2026.
  • 46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.