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
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 New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Global Retirement Partners's PXE Position: Q4 2025 in Review

Global Retirement Partners reduced its Invesco Energy Exploration & Production ETF (PXE) stake by 34% in Q4 2025, selling an estimated $134K and leaving 8,900 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1343.

Global Retirement Partners first reported a position in PXE in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.4M in Q3 2022. 46 funds tracked by Wall St. Rank hold PXE as of Q4 2025.

Global Retirement Partners held 8,900 shares of Invesco Energy Exploration & Production ETF worth $249K as of Q4 2025.
Global Retirement Partners sold 4,640 Invesco Energy Exploration & Production ETF shares in Q4 2025, an estimated $134K.
Invesco Energy Exploration & Production ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1343 holding.
Global Retirement Partners first reported a position in Invesco Energy Exploration & Production ETF in Q1 2022 and has held it in 15 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 Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.