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
2026 Q2	$238K	Buy	+7,027	New	+$256K	0.03%	163
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

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

KKM Financial's PXE Position: Q2 2026 in Review

KKM Financial opened a new position in Invesco Energy Exploration & Production ETF (PXE) in Q2 2026: 7,027 shares worth $238K. The stake represents 0.03% of the portfolio and ranks #163 among its holdings. This is a return to the name: KKM Financial previously reported a position in PXE as recently as Q1 2025.

KKM Financial first reported a position in PXE in Q4 2023 and has held it in 7 quarters since. The position peaked at $501K in Q1 2024. 46 funds tracked by Wall St. Rank hold PXE as of Q2 2026.

KKM Financial held 7,027 shares of Invesco Energy Exploration & Production ETF worth $238K as of Q2 2026.
Invesco Energy Exploration & Production ETF was a new KKM Financial position in Q2 2026.
Invesco Energy Exploration & Production ETF made up 0.03% of KKM Financial's portfolio in Q2 2026, its #163 holding.
KKM Financial first reported a position in Invesco Energy Exploration & Production ETF in Q4 2023 and has held it in 7 quarters since.
KKM Financial's Invesco Energy Exploration & Production ETF position peaked at $501K in Q1 2024.
46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.