PCG Wealth Advisors’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

PCG Wealth Advisors’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 Q1	$468K	Sell	11,930 -1,000	-8%	-$32.7K	0.12%	116
2025 Q4	$361K	Sell	12,930 -610	-5%	-$17.6K	0.1%	118
2025 Q3	$398K	Buy	+13,540	New	+$390K	0.12%	113
2025 Q2	–	Sell	-14,169	Closed	-$415K	–	126
2025 Q1	$415K	Sell	14,169 -5,685	-29%	-$170K	0.14%	94
2024 Q4	$588K	Sell	19,854 -12,384	-38%	-$377K	0.22%	81
2024 Q3	$956K	Sell	32,238 -2,390	-7%	-$75.5K	0.37%	64
2024 Q2	$1.15M	Buy	34,628 +16,757	+94%	+$578K	0.5%	53
2024 Q1	$640K	Sell	17,871 -498	-3%	-$15.8K	0.3%	62
2023 Q4	$568K	Sell	18,369 -1,006	-5%	-$31.6K	0.32%	57
2023 Q3	$630K	Buy	19,375 +14	+0.1%	+$437	0.41%	52
2023 Q2	$539K	Sell	19,361 -1,616	-8%	-$42.7K	0.33%	62
2023 Q1	$566K	Buy	20,977 +183	+0.9%	+$5.22K	0.36%	58
2022 Q4	$615K	Buy	+20,794	New	+$661K	0.39%	57

Other funds holding PXE

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

PCG Wealth Advisors's PXE Position: Q1 2026 in Review

PCG Wealth Advisors reduced its Invesco Energy Exploration & Production ETF (PXE) stake by 7.7% in Q1 2026, selling an estimated $32.7K and leaving 11,930 shares worth $468K. The position accounts for 0.12% of the portfolio, ranked #116.

PCG Wealth Advisors first reported a position in PXE in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.15M in Q2 2024. 53 funds tracked by Wall St. Rank hold PXE as of Q1 2026.

PCG Wealth Advisors held 11,930 shares of Invesco Energy Exploration & Production ETF worth $468K as of Q1 2026.
PCG Wealth Advisors sold 1,000 Invesco Energy Exploration & Production ETF shares in Q1 2026, an estimated $32.7K.
Invesco Energy Exploration & Production ETF made up 0.12% of PCG Wealth Advisors's portfolio in Q1 2026, its #116 holding.
PCG Wealth Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q4 2022 and has held it in 13 quarters since.
PCG Wealth Advisors's Invesco Energy Exploration & Production ETF position peaked at $1.15M in Q2 2024.
53 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2026.

Based on PCG Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.