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

MinichMacGregor 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
2026 Q3	$314K	Buy	+7,969	New	+$311K	0.05%	109
2023 Q1	–	Sell	-11,801	Closed	-$349K	–	499
2022 Q4	$349K	Sell	11,801 -25	-0.2%	-$795	0.13%	55
2022 Q3	$325K	Sell	11,826 -911	-7%	-$25.8K	0.13%	59
2022 Q2	$327K	Sell	12,737 -1,221	-9%	-$36.5K	0.13%	53
2022 Q1	$387K	Buy	+13,958	New	+$335K	0.12%	66
2018 Q4	–	Sell	-177	Closed	-$4K	–	402
2018 Q3	$4K	Sell	177 -31	-15%	-$826	﹤0.01%	411
2018 Q2	$5K	Buy	+208	New	+$5.2K	﹤0.01%	388

Other funds holding PXE

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MinichMacGregor Wealth Management's PXE Position: Q3 2026 in Review

MinichMacGregor Wealth Management opened a new position in Invesco Energy Exploration & Production ETF (PXE) in Q3 2026: 7,969 shares worth $314K. The stake represents 0.05% of the portfolio and ranks #109 among its holdings. This is a return to the name: MinichMacGregor Wealth Management previously reported a position in PXE as recently as Q4 2022.

MinichMacGregor Wealth Management first reported a position in PXE in Q2 2018 and has held it in 7 quarters since. The position peaked at $387K in Q1 2022. 5 funds tracked by Wall St. Rank hold PXE as of Q3 2026.

MinichMacGregor Wealth Management held 7,969 shares of Invesco Energy Exploration & Production ETF worth $314K as of Q3 2026.
Invesco Energy Exploration & Production ETF was a new MinichMacGregor Wealth Management position in Q3 2026.
Invesco Energy Exploration & Production ETF made up 0.05% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #109 holding.
MinichMacGregor Wealth Management first reported a position in Invesco Energy Exploration & Production ETF in Q2 2018 and has held it in 7 quarters since.
MinichMacGregor Wealth Management's Invesco Energy Exploration & Production ETF position peaked at $387K in Q1 2022.
5 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.