MGB Wealth Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

MGB Wealth Management’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	$141K	Hold	5,000	–	–	0.04%	237
2025 Q3	$149K	Sell	5,000 -2,500	-33%	-$72.1K	0.04%	238
2025 Q2	$213K	Hold	7,500	–	–	0.07%	205
2025 Q1	$218K	Hold	7,500	–	–	0.08%	194
2024 Q4	$219K	Sell	7,500 -10,711	-59%	-$326K	0.07%	185
2024 Q3	$540K	Sell	18,211 -499	-3%	-$15.8K	0.2%	112
2024 Q2	$618K	Hold	18,710	–	–	0.23%	98
2024 Q1	$670K	Buy	18,710 +1	+0%	+$32	0.27%	90
2023 Q4	$578K	Buy	+18,709	New	+$588K	0.29%	96

Other funds holding PXE

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

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 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

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

MGB Wealth Management's PXE Position: Q4 2025 in Review

MGB Wealth Management held its Invesco Energy Exploration & Production ETF (PXE) position steady in Q4 2025 at 5,000 shares worth $141K. The position accounts for 0.04% of the portfolio, ranked #237.

MGB Wealth Management first reported a position in PXE in Q4 2023 and has held it in 9 quarters since. The position peaked at $670K in Q1 2024. 46 funds tracked by Wall St. Rank hold PXE as of Q4 2025.

MGB Wealth Management held 5,000 shares of Invesco Energy Exploration & Production ETF worth $141K as of Q4 2025.
MGB Wealth Management left its Invesco Energy Exploration & Production ETF share count unchanged in Q4 2025.
Invesco Energy Exploration & Production ETF made up 0.04% of MGB Wealth Management's portfolio in Q4 2025, its #237 holding.
MGB Wealth Management first reported a position in Invesco Energy Exploration & Production ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's Invesco Energy Exploration & Production ETF position peaked at $670K in Q1 2024.
46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.