Janney Montgomery Scott’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Janney Montgomery Scott’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 Q1	–	Sell	-7,559	Closed	-$224K	–	2833
2024 Q4	$224K	Sell	7,559 -600	-7%	-$18.3K	﹤0.01%	2494
2024 Q3	$242K	Sell	8,159 -395	-5%	-$12.5K	﹤0.01%	2419
2024 Q2	$283K	Sell	8,554 -7,703	-47%	-$266K	﹤0.01%	2243
2024 Q1	$582K	Sell	16,257 -3,589	-18%	-$114K	﹤0.01%	1881
2023 Q4	$613K	Buy	19,846 +2,079	+12%	+$65.4K	﹤0.01%	1747
2023 Q3	$578K	Sell	17,767 -80	-0.4%	-$2.5K	﹤0.01%	1672
2023 Q2	$497K	Sell	17,847 -1,976	-10%	-$52.3K	﹤0.01%	1868
2023 Q1	$535K	Buy	19,823 +198	+1%	+$5.65K	﹤0.01%	1680
2022 Q4	$581K	Buy	19,625 +2,785	+17%	+$88.6K	﹤0.01%	1677
2022 Q3	$464K	Buy	16,840 +3,268	+24%	+$92.5K	﹤0.01%	1746
2022 Q2	$383K	Buy	13,572 +6,328	+87%	+$189K	﹤0.01%	1756
2022 Q1	$201K	Buy	+7,244	New	+$174K	﹤0.01%	2100

Other funds holding PXE

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Janney Montgomery Scott's PXE Position: Q1 2025 in Review

Janney Montgomery Scott sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2025, closing a stake of 7,559 shares — an estimated $224K sold.

Janney Montgomery Scott first reported a position in PXE in Q1 2022 and held it in 12 quarters. The position peaked at $613K in Q4 2023. 46 funds tracked by Wall St. Rank hold PXE as of Q1 2025.

Janney Montgomery Scott reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2025 after selling out during the quarter.
Janney Montgomery Scott sold 7,559 Invesco Energy Exploration & Production ETF shares in Q1 2025, an estimated $224K.
Janney Montgomery Scott first reported a position in Invesco Energy Exploration & Production ETF in Q1 2022 and held it in 12 quarters.
Janney Montgomery Scott's Invesco Energy Exploration & Production ETF position peaked at $613K in Q4 2023.
46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2025.

Based on Janney Montgomery Scott's 13F filing for Q1 2025, filed 17 Apr 2025.