Raymond James Financial’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Raymond James Financial’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	$1.83M	Buy	53,930 +37,307	+224%	+$1.36M	﹤0.01%	3551
2026 Q1	$652K	Sell	16,623 -3,830	-19%	-$125K	﹤0.01%	4162
2025 Q4	$572K	Sell	20,453 -3,542	-15%	-$102K	﹤0.01%	4168
2025 Q3	$705K	Sell	23,995 -11,446	-32%	-$330K	﹤0.01%	3908
2025 Q2	$992K	Buy	35,441 +4,541	+15%	+$121K	﹤0.01%	3591
2025 Q1	$905K	Sell	30,900 -19,451	-39%	-$581K	﹤0.01%	3569
2024 Q4	$1.49M	Buy	+50,351	New	+$1.53M	﹤0.01%	3180

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

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

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Raymond James Financial's PXE Position: Q2 2026 in Review

Raymond James Financial increased its Invesco Energy Exploration & Production ETF (PXE) stake by 224% in Q2 2026, buying an estimated $1.36M and bringing the position to 53,930 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #3551.

Raymond James Financial first reported a position in PXE in Q4 2024 and has held it in 7 quarters since. 46 funds tracked by Wall St. Rank hold PXE as of Q2 2026.

Raymond James Financial held 53,930 shares of Invesco Energy Exploration & Production ETF worth $1.83M as of Q2 2026.
Raymond James Financial bought 37,307 Invesco Energy Exploration & Production ETF shares in Q2 2026, an estimated $1.36M.
Invesco Energy Exploration & Production ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3551 holding.
Raymond James Financial first reported a position in Invesco Energy Exploration & Production ETF in Q4 2024 and has held it in 7 quarters since.
46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.