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Principal Securities’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Principal Securities’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
Q4 		– Sell
-67
Closed -$1.97K – 2984
2025
Q3 		$1.97K Hold
67
– – ﹤0.01% 3238
2025
Q2 		$1.88K Buy
+67
New +$1.79K ﹤0.01% 3160

Other funds holding PXE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Principal Securities's PXE Position: Q4 2025 in Review

Principal Securities sold out of Invesco Energy Exploration & Production ETF (PXE) in Q4 2025, closing a stake of 67 shares — an estimated $1.97K sold.

Principal Securities first reported a position in PXE in Q2 2025 and held it in 2 quarters. The position peaked at $1.97K in Q3 2025. 46 funds tracked by Wall St. Rank hold PXE as of Q4 2025.

  • Principal Securities reported no remaining Invesco Energy Exploration & Production ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 67 Invesco Energy Exploration & Production ETF shares in Q4 2025, an estimated $1.97K.
  • Principal Securities first reported a position in Invesco Energy Exploration & Production ETF in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Invesco Energy Exploration & Production ETF position peaked at $1.97K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.