GRP
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Global Retirement Partners’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Global Retirement Partners’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 		$249K Buy
+7,337
New +$267K ﹤0.01% 1447
2025
Q4 		$249K Sell
8,900
-4,640
-34% -$134K ﹤0.01% 1343
2025
Q3 		$398K Sell
13,540
-1,524
-10% -$43.9K 0.01% 853
2025
Q2 		$422K Buy
+15,064
New +$403K 0.01% 788
2024
Q4 		$537K Buy
18,126
+3,179
+21% +$96.8K 0.02% 613
2024
Q3 		$443K Sell
14,947
-15,432
-51% -$487K 0.01% 666
2024
Q2 		$1M Sell
30,379
-367
-1% -$12.7K 0.03% 422
2024
Q1 		$1.1M Sell
30,746
-13,155
-30% -$417K 0.04% 342
2023
Q4 		$1.29M Sell
43,901
-2,680
-6% -$84.3K 0.05% 292
2023
Q3 		$1.4M Sell
46,581
-2,106
-4% -$65.7K 0.07% 246
2023
Q2 		$1.35M Buy
48,687
+4,082
+9% +$108K 0.07% 262
2023
Q1 		$1.1M Buy
44,605
+752
+2% +$21.5K 0.06% 288
2022
Q4 		$1.3M Buy
43,853
+1,845
+4% +$58.7K 0.09% 221
2022
Q3 		$1.4M Buy
42,008
+4,466
+12% +$126K 0.11% 198
2022
Q2 		$964K Buy
37,542
+22,336
+147% +$667K 0.08% 249
2022
Q1 		$464K Buy
+15,206
New +$365K 0.04% 372

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
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Global Retirement Partners's PXE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Energy Exploration & Production ETF (PXE) in Q2 2026: 7,337 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #1447 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PXE as recently as Q4 2025.

Global Retirement Partners first reported a position in PXE in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.4M in Q3 2022. 46 funds tracked by Wall St. Rank hold PXE as of Q2 2026.

  • Global Retirement Partners held 7,337 shares of Invesco Energy Exploration & Production ETF worth $249K as of Q2 2026.
  • Invesco Energy Exploration & Production ETF was a new Global Retirement Partners position in Q2 2026.
  • Invesco Energy Exploration & Production ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1447 holding.
  • Global Retirement Partners first reported a position in Invesco Energy Exploration & Production ETF in Q1 2022 and has held it in 16 quarters since.
  • Global Retirement Partners's Invesco Energy Exploration & Production ETF position peaked at $1.4M in Q3 2022.
  • 46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.