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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
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 $1.66T 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

Essex Financial Services's PXE Position: Q1 2026 in Review

Essex Financial Services reduced its Invesco Energy Exploration & Production ETF (PXE) stake by 0.42% in Q1 2026, selling an estimated $3.92K and leaving 28,447 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #260.

Essex Financial Services first reported a position in PXE in Q1 2022 and has held it in 17 quarters since. 53 funds tracked by Wall St. Rank hold PXE as of Q1 2026.

  • Essex Financial Services held 28,447 shares of Invesco Energy Exploration & Production ETF worth $1.12M as of Q1 2026.
  • Essex Financial Services sold 120 Invesco Energy Exploration & Production ETF shares in Q1 2026, an estimated $3.92K.
  • Invesco Energy Exploration & Production ETF made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #260 holding.
  • Essex Financial Services first reported a position in Invesco Energy Exploration & Production ETF in Q1 2022 and has held it in 17 quarters since.
  • 53 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.