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Root Financial Partners’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Root Financial Partners’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 		– Sell
-102
Closed -$2.85K – 3534
2025
Q4 		$2.85K Hold
102
– – ﹤0.01% 1914
2025
Q3 		$3K Buy
+102
New +$2.94K ﹤0.01% 1883

Other funds holding PXE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Root Financial Partners's PXE Position: Q1 2026 in Review

Root Financial Partners sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2026, closing a stake of 102 shares — an estimated $2.85K sold.

Root Financial Partners first reported a position in PXE in Q3 2025 and held it in 2 quarters. The position peaked at $3K in Q3 2025. 53 funds tracked by Wall St. Rank hold PXE as of Q1 2026.

  • Root Financial Partners reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2026 after selling out during the quarter.
  • Root Financial Partners sold 102 Invesco Energy Exploration & Production ETF shares in Q1 2026, an estimated $2.85K.
  • Root Financial Partners first reported a position in Invesco Energy Exploration & Production ETF in Q3 2025 and held it in 2 quarters.
  • Root Financial Partners's Invesco Energy Exploration & Production ETF position peaked at $3K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.