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Foundations Investment Advisors’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Foundations Investment Advisors’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 		$3.95M Sell
100,806
-95,100
-49% -$3.11M 0.05% 258
2025
Q4 		$5.48M Buy
+195,906
New +$5.65M 0.07% 214

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
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 $1.28B AUM 27.63% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Foundations Investment Advisors's PXE Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Invesco Energy Exploration & Production ETF (PXE) stake by 49% in Q1 2026, selling an estimated $3.11M and leaving 100,806 shares worth $3.95M. The position accounts for 0.05% of the portfolio, ranked #258.

Foundations Investment Advisors first reported a position in PXE in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.48M in Q4 2025. 53 funds tracked by Wall St. Rank hold PXE as of Q1 2026.

  • Foundations Investment Advisors held 100,806 shares of Invesco Energy Exploration & Production ETF worth $3.95M as of Q1 2026.
  • Foundations Investment Advisors sold 95,100 Invesco Energy Exploration & Production ETF shares in Q1 2026, an estimated $3.11M.
  • Invesco Energy Exploration & Production ETF made up 0.05% of Foundations Investment Advisors's portfolio in Q1 2026, its #258 holding.
  • Foundations Investment Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q4 2025 and has held it in 2 quarters since.
  • Foundations Investment Advisors's Invesco Energy Exploration & Production ETF position peaked at $5.48M in Q4 2025.
  • 53 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.