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LRI Investments’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

LRI Investments’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
Q4 		– Sell
-1,162
Closed -$34.2K – 1400
2025
Q3 		$34.2K Hold
1,162
– – ﹤0.01% 619
2025
Q2 		$32.5K Hold
1,162
– – ﹤0.01% 621
2025
Q1 		$34K Hold
1,162
– – ﹤0.01% 596
2024
Q4 		$34.4K Hold
1,162
– – ﹤0.01% 583
2024
Q3 		$36.6K Hold
1,162
– – ﹤0.01% 554
2024
Q2 		$38.4K Hold
1,162
– – ﹤0.01% 510
2024
Q1 		$41.6K Buy
+1,162
New +$36.9K 0.01% 288

Other funds holding PXE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LRI Investments's PXE Position: Q4 2025 in Review

LRI Investments sold out of Invesco Energy Exploration & Production ETF (PXE) in Q4 2025, closing a stake of 1,162 shares — an estimated $34.2K sold.

LRI Investments first reported a position in PXE in Q1 2024 and held it in 7 quarters. The position peaked at $41.6K in Q1 2024. 46 funds tracked by Wall St. Rank hold PXE as of Q4 2025.

  • LRI Investments reported no remaining Invesco Energy Exploration & Production ETF position as of Q4 2025 after selling out during the quarter.
  • LRI Investments sold 1,162 Invesco Energy Exploration & Production ETF shares in Q4 2025, an estimated $34.2K.
  • LRI Investments first reported a position in Invesco Energy Exploration & Production ETF in Q1 2024 and held it in 7 quarters.
  • LRI Investments's Invesco Energy Exploration & Production ETF position peaked at $41.6K in Q1 2024.
  • 46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2025.

Based on LRI Investments's 13F filing for Q4 2025, filed 4 Feb 2026.