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

One Plus One 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 Q2	–	Sell	-142,080	Closed	-$4.16M	–	97
2025 Q1	$4.16M	Buy	142,080 +3,215	+2%	+$96.1K	2.27%	10
2024 Q4	$4.11M	Sell	138,865 -2,931	-2%	-$89.3K	2.41%	14
2024 Q3	$4.2M	Buy	141,796 +10,909	+8%	+$344K	2.49%	10
2024 Q2	$4.33M	Sell	130,887 -1,071	-0.8%	-$36.9K	2.48%	11
2024 Q1	$4.72M	Buy	131,958 +3,956	+3%	+$125K	2.71%	14
2023 Q4	$3.96M	Sell	128,002 -4,760	-4%	-$150K	2.41%	16
2023 Q3	$4.32M	Sell	132,762 -39,473	-23%	-$1.23M	2.81%	10
2023 Q2	$4.79M	Buy	172,235 +9,733	+6%	+$257K	3.06%	11
2023 Q1	$4.39M	Buy	162,502 +46,034	+40%	+$1.31M	3.11%	12
2022 Q4	$3.45M	Buy	+116,468	New	+$3.7M	2.41%	13

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

One Plus One Wealth Management's PXE Position: Q2 2025 in Review

One Plus One Wealth Management sold out of Invesco Energy Exploration & Production ETF (PXE) in Q2 2025, closing a stake of 142,080 shares — an estimated $4.16M sold.

One Plus One Wealth Management first reported a position in PXE in Q4 2022 and held it in 10 quarters. The position peaked at $4.79M in Q2 2023. 42 funds tracked by Wall St. Rank hold PXE as of Q2 2025.

One Plus One Wealth Management reported no remaining Invesco Energy Exploration & Production ETF position as of Q2 2025 after selling out during the quarter.
One Plus One Wealth Management sold 142,080 Invesco Energy Exploration & Production ETF shares in Q2 2025, an estimated $4.16M.
One Plus One Wealth Management first reported a position in Invesco Energy Exploration & Production ETF in Q4 2022 and held it in 10 quarters.
One Plus One Wealth Management's Invesco Energy Exploration & Production ETF position peaked at $4.79M in Q2 2023.
42 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2025.

Based on One Plus One Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.