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

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 Chicago, Illinois $94.2B AUM 21.24% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

IHT Wealth Management's PXE Position: Q1 2026 in Review

IHT Wealth Management increased its Invesco Energy Exploration & Production ETF (PXE) stake by 48% in Q1 2026, buying an estimated $208K and bringing the position to 19,529 shares worth $766K. The position accounts for 0.02% of the portfolio, ranked #662.

IHT Wealth Management first reported a position in PXE in Q4 2023 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold PXE as of Q1 2026.

IHT Wealth Management held 19,529 shares of Invesco Energy Exploration & Production ETF worth $766K as of Q1 2026.
IHT Wealth Management bought 6,369 Invesco Energy Exploration & Production ETF shares in Q1 2026, an estimated $208K.
Invesco Energy Exploration & Production ETF made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #662 holding.
IHT Wealth Management first reported a position in Invesco Energy Exploration & Production ETF in Q4 2023 and has held it in 5 quarters since.
53 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.