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

IHT 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
2026 Q2	$611K	Sell	18,026 -1,503	-8%	-$54.7K	0.01%	770
2026 Q1	$766K	Buy	19,529 +6,369	+48%	+$208K	0.02%	662
2025 Q4	$368K	Buy	+13,160	New	+$380K	0.01%	890
2024 Q3	–	Sell	-8,500	Closed	-$281K	–	1175
2024 Q2	$281K	Sell	8,500 -705	-8%	-$24.3K	0.01%	818
2024 Q1	$330K	Buy	9,205 +285	+3%	+$9.04K	0.01%	767
2023 Q4	$276K	Buy	+8,920	New	+$281K	0.01%	800

Other funds holding PXE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IHT Wealth Management's PXE Position: Q2 2026 in Review

IHT Wealth Management reduced its Invesco Energy Exploration & Production ETF (PXE) stake by 7.7% in Q2 2026, selling an estimated $54.7K and leaving 18,026 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #770.

IHT Wealth Management first reported a position in PXE in Q4 2023 and has held it in 6 quarters since. The position peaked at $766K in Q1 2026. 46 funds tracked by Wall St. Rank hold PXE as of Q2 2026.

IHT Wealth Management held 18,026 shares of Invesco Energy Exploration & Production ETF worth $611K as of Q2 2026.
IHT Wealth Management sold 1,503 Invesco Energy Exploration & Production ETF shares in Q2 2026, an estimated $54.7K.
Invesco Energy Exploration & Production ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #770 holding.
IHT Wealth Management first reported a position in Invesco Energy Exploration & Production ETF in Q4 2023 and has held it in 6 quarters since.
IHT Wealth Management's Invesco Energy Exploration & Production ETF position peaked at $766K in Q1 2026.
46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.