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Guardian Wealth Advisors (North Carolina)’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$6.94K Buy
+177
New +$5.78K ﹤0.01% 556
2023
Q2 		– Sell
-404
Closed -$10.9K – 433
2023
Q1 		$10.9K Buy
404
+4
+1% +$114 ﹤0.01% 335
2022
Q4 		$11.8K Buy
400
+4
+1% +$127 ﹤0.01% 309
2022
Q3 		$11K Buy
396
+7
+2% +$198 ﹤0.01% 286
2022
Q2 		$10K Buy
+389
New +$11.6K ﹤0.01% 290

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
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 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 $1.45B AUM 47.06% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PXE Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Invesco Energy Exploration & Production ETF (PXE) in Q1 2026: 177 shares worth $6.94K. The stake represents ﹤0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in PXE as recently as Q1 2023.

Guardian Wealth Advisors (North Carolina) first reported a position in PXE in Q2 2022 and has held it in 5 quarters since. The position peaked at $11.8K in Q4 2022. 53 funds tracked by Wall St. Rank hold PXE as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 177 shares of Invesco Energy Exploration & Production ETF worth $6.94K as of Q1 2026.
  • Invesco Energy Exploration & Production ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • Invesco Energy Exploration & Production ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #556 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Invesco Energy Exploration & Production ETF in Q2 2022 and has held it in 5 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Invesco Energy Exploration & Production ETF position peaked at $11.8K in Q4 2022.
  • 53 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.