Runnymede Capital Advisors’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Runnymede Capital 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
2025 Q1	–	Sell	-728	Closed	-$21.5K	–	304
2024 Q4	$21.5K	Buy	+728	New	+$22.2K	0.02%	172

Other funds holding PXE

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Runnymede Capital Advisors's PXE Position: Q1 2025 in Review

Runnymede Capital Advisors sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2025, closing a stake of 728 shares — an estimated $21.5K sold.

Runnymede Capital Advisors first reported a position in PXE in Q4 2024 and held it in 1 quarter. The position peaked at $21.5K in Q4 2024. 46 funds tracked by Wall St. Rank hold PXE as of Q1 2025.

Runnymede Capital Advisors reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2025 after selling out during the quarter.
Runnymede Capital Advisors sold 728 Invesco Energy Exploration & Production ETF shares in Q1 2025, an estimated $21.5K.
Runnymede Capital Advisors first reported a position in Invesco Energy Exploration & Production ETF in Q4 2024 and held it in 1 quarter.
Runnymede Capital Advisors's Invesco Energy Exploration & Production ETF position peaked at $21.5K in Q4 2024.
46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2025.

Based on Runnymede Capital Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.