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 Q2	$1.34M	Sell	39,687 -61,119	-61%	-$2.22M	0.01%	505
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 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

EFS

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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Foundations Investment Advisors's PXE Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Invesco Energy Exploration & Production ETF (PXE) stake by 61% in Q2 2026, selling an estimated $2.22M and leaving 39,687 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #505.

Foundations Investment Advisors first reported a position in PXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.48M in Q4 2025. 46 funds tracked by Wall St. Rank hold PXE as of Q2 2026.

Foundations Investment Advisors held 39,687 shares of Invesco Energy Exploration & Production ETF worth $1.34M as of Q2 2026.
Foundations Investment Advisors sold 61,119 Invesco Energy Exploration & Production ETF shares in Q2 2026, an estimated $2.22M.
Invesco Energy Exploration & Production ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #505 holding.
Foundations Investment Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q4 2025 and has held it in 3 quarters since.
Foundations Investment Advisors's Invesco Energy Exploration & Production ETF position peaked at $5.48M in Q4 2025.
46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.