John Overdeck’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

John Overdeck’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	$1.58M	Buy	+46,500	New	+$1.69M	﹤0.01%	3219
2026 Q1	–	Sell	-29,800	Closed	-$833K	–	4858
2025 Q4	$833K	Buy	+29,800	New	+$860K	﹤0.01%	3055
2025 Q1	–	Sell	-13,203	Closed	-$391K	–	3434
2024 Q4	$391K	Buy	+13,203	New	+$402K	﹤0.01%	2647
2024 Q3	–	Sell	-6,100	Closed	-$202K	–	3296
2024 Q2	$202K	Buy	+6,100	New	+$210K	﹤0.01%	2732
2024 Q1	–	Sell	-11,700	Closed	-$362K	–	3313
2023 Q4	$362K	Buy	+11,700	New	+$368K	﹤0.01%	2618

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

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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

John Overdeck's PXE Position: Q2 2026 in Review

John Overdeck opened a new position in Invesco Energy Exploration & Production ETF (PXE) in Q2 2026: 46,500 shares worth $1.58M. The stake represents ﹤0.01% of the portfolio and ranks #3219 among its holdings. This is a return to the name: John Overdeck previously reported a position in PXE as recently as Q4 2025.

John Overdeck first reported a position in PXE in Q4 2023 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold PXE as of Q2 2026.

John Overdeck held 46,500 shares of Invesco Energy Exploration & Production ETF worth $1.58M as of Q2 2026.
Invesco Energy Exploration & Production ETF was a new John Overdeck position in Q2 2026.
Invesco Energy Exploration & Production ETF made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3219 holding.
John Overdeck first reported a position in Invesco Energy Exploration & Production ETF in Q4 2023 and has held it in 5 quarters since.
46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.