Golden State Wealth Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Golden State Wealth Management’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	–	Sell	-210	Closed	-$6.17K	–	1742
2025 Q3	$6.17K	Hold	210	–	–	﹤0.01%	1208
2025 Q2	$5.88K	Hold	210	–	–	﹤0.01%	1193
2025 Q1	$6.15K	Hold	210	–	–	﹤0.01%	1128
2024 Q4	$6.22K	Buy	+210	New	+$6.4K	﹤0.01%	1074

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

Golden State Wealth Management's PXE Position: Q4 2025 in Review

Golden State Wealth Management sold out of Invesco Energy Exploration & Production ETF (PXE) in Q4 2025, closing a stake of 210 shares — an estimated $6.17K sold.

Golden State Wealth Management first reported a position in PXE in Q4 2024 and held it in 4 quarters. The position peaked at $6.22K in Q4 2024. 46 funds tracked by Wall St. Rank hold PXE as of Q4 2025.

Golden State Wealth Management reported no remaining Invesco Energy Exploration & Production ETF position as of Q4 2025 after selling out during the quarter.
Golden State Wealth Management sold 210 Invesco Energy Exploration & Production ETF shares in Q4 2025, an estimated $6.17K.
Golden State Wealth Management first reported a position in Invesco Energy Exploration & Production ETF in Q4 2024 and held it in 4 quarters.
Golden State Wealth Management's Invesco Energy Exploration & Production ETF position peaked at $6.22K in Q4 2024.
46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.