P.J. Schmidt Investment Management (PJS)’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 Q1	–	Sell	-20,921	Closed	-$619K	–	188
2024 Q4	$619K	Buy	20,921 +339	+2%	+$10.3K	0.11%	96
2024 Q3	$610K	Sell	20,582 -484	-2%	-$15.3K	0.11%	99
2024 Q2	$697K	Sell	21,066 -1,762	-8%	-$60.8K	0.13%	89
2024 Q1	$817K	Buy	22,828 +992	+5%	+$31.5K	0.15%	80
2023 Q4	$668K	Buy	21,836 +287	+1%	+$9.03K	0.13%	85
2023 Q3	$725K	Sell	21,549 -482	-2%	-$15K	0.16%	83
2023 Q2	$655K	Buy	22,031 +305	+1%	+$8.07K	0.13%	91
2023 Q1	$564K	Buy	21,726 +14,399	+197%	+$411K	0.12%	101
2022 Q4	$217K	Buy	+7,327	New	+$233K	0.05%	162

Other funds holding PXE

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s PXE Position: Q1 2025 in Review

P.J. Schmidt Investment Management (PJS) sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2025, closing a stake of 20,921 shares — an estimated $619K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in PXE in Q4 2022 and held it in 9 quarters. The position peaked at $817K in Q1 2024. 46 funds tracked by Wall St. Rank hold PXE as of Q1 2025.

P.J. Schmidt Investment Management (PJS) reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2025 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 20,921 Invesco Energy Exploration & Production ETF shares in Q1 2025, an estimated $619K.
P.J. Schmidt Investment Management (PJS) first reported a position in Invesco Energy Exploration & Production ETF in Q4 2022 and held it in 9 quarters.
P.J. Schmidt Investment Management (PJS)'s Invesco Energy Exploration & Production ETF position peaked at $817K in Q1 2024.
46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2025.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2025, filed 21 May 2025.