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Heck Capital Advisors’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Heck Capital 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
2022
Q2 		– Sell
-88,999
Closed -$2.47M – 156
2022
Q1 		$2.47M Buy
88,999
+32,666
+58% +$785K 0.45% 50
2021
Q4 		$1.09M Buy
+56,333
New +$1.14M 0.2% 64

Other funds holding PXE

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Heck Capital Advisors's PXE Position: Q2 2022 in Review

Heck Capital Advisors sold out of Invesco Energy Exploration & Production ETF (PXE) in Q2 2022, closing a stake of 88,999 shares — an estimated $2.47M sold.

Heck Capital Advisors first reported a position in PXE in Q4 2021 and held it in 2 quarters. The position peaked at $2.47M in Q1 2022. 77 funds tracked by Wall St. Rank hold PXE as of Q2 2022.

  • Heck Capital Advisors reported no remaining Invesco Energy Exploration & Production ETF position as of Q2 2022 after selling out during the quarter.
  • Heck Capital Advisors sold 88,999 Invesco Energy Exploration & Production ETF shares in Q2 2022, an estimated $2.47M.
  • Heck Capital Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q4 2021 and held it in 2 quarters.
  • Heck Capital Advisors's Invesco Energy Exploration & Production ETF position peaked at $2.47M in Q1 2022.
  • 77 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2022.

Based on Heck Capital Advisors's 13F filing for Q2 2022, filed 19 May 2025.