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 Q2	$352K	Sell	10,390 -1,540	-13%	-$56K	0.08%	133
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 $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PCG Wealth Advisors's PXE Position: Q2 2026 in Review

PCG Wealth Advisors reduced its Invesco Energy Exploration & Production ETF (PXE) stake by 13% in Q2 2026, selling an estimated $56K and leaving 10,390 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #133.

PCG Wealth Advisors first reported a position in PXE in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.15M in Q2 2024. 46 funds tracked by Wall St. Rank hold PXE as of Q2 2026.

PCG Wealth Advisors held 10,390 shares of Invesco Energy Exploration & Production ETF worth $352K as of Q2 2026.
PCG Wealth Advisors sold 1,540 Invesco Energy Exploration & Production ETF shares in Q2 2026, an estimated $56K.
Invesco Energy Exploration & Production ETF made up 0.08% of PCG Wealth Advisors's portfolio in Q2 2026, its #133 holding.
PCG Wealth Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q4 2022 and has held it in 14 quarters since.
PCG Wealth Advisors's Invesco Energy Exploration & Production ETF position peaked at $1.15M in Q2 2024.
46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.