KKM Financial’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

KKM Financial’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 Q2	–	Sell	-10,089	Closed	-$295K	–	156
2025 Q1	$295K	Sell	10,089 -3,910	-28%	-$117K	0.12%	119
2024 Q4	$414K	Hold	13,999	–	–	0.17%	107
2024 Q3	$415K	Hold	13,999	–	–	0.21%	96
2024 Q2	$465K	Hold	13,999	–	–	0.22%	94
2024 Q1	$501K	Buy	13,999 +1,000	+8%	+$31.7K	0.24%	94
2023 Q4	$402K	Buy	+12,999	New	+$409K	0.25%	85

Other funds holding PXE

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

KKM Financial's PXE Position: Q2 2025 in Review

KKM Financial sold out of Invesco Energy Exploration & Production ETF (PXE) in Q2 2025, closing a stake of 10,089 shares — an estimated $295K sold.

KKM Financial first reported a position in PXE in Q4 2023 and held it in 6 quarters. The position peaked at $501K in Q1 2024. 42 funds tracked by Wall St. Rank hold PXE as of Q2 2025.

KKM Financial reported no remaining Invesco Energy Exploration & Production ETF position as of Q2 2025 after selling out during the quarter.
KKM Financial sold 10,089 Invesco Energy Exploration & Production ETF shares in Q2 2025, an estimated $295K.
KKM Financial first reported a position in Invesco Energy Exploration & Production ETF in Q4 2023 and held it in 6 quarters.
KKM Financial's Invesco Energy Exploration & Production ETF position peaked at $501K in Q1 2024.
42 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2025.

Based on KKM Financial's 13F filing for Q2 2025, filed 14 Aug 2025.