Spire Wealth Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Spire Wealth Management’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 Q3	–	Sell	-100	Closed	-$2.8K	–	2458
2025 Q2	$2.8K	Hold	100	–	–	﹤0.01%	2102
2025 Q1	$2.93K	Hold	100	–	–	﹤0.01%	2194
2024 Q4	$2.96K	Hold	100	–	–	﹤0.01%	2163
2024 Q3	$2.96K	Hold	100	–	–	﹤0.01%	1923
2024 Q2	$3.31K	Hold	100	–	–	﹤0.01%	1915
2024 Q1	$3.58K	Hold	100	–	–	﹤0.01%	1996
2023 Q4	$2.92K	Hold	100	–	–	﹤0.01%	2073
2023 Q3	$3.25K	Buy	+100	New	+$3.12K	﹤0.01%	2035
2022 Q3	–	Sell	-100	Closed	-$3K	–	2512
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	2289
2022 Q1	$3K	Buy	+100	New	+$2.4K	﹤0.01%	2343

Other funds holding PXE

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

PWA

PCG Wealth Advisors Overland Park, Kansas $395M AUM 32.15% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Spire Wealth Management's PXE Position: Q3 2025 in Review

Spire Wealth Management sold out of Invesco Energy Exploration & Production ETF (PXE) in Q3 2025, closing a stake of 100 shares — an estimated $2.8K sold.

Spire Wealth Management first reported a position in PXE in Q1 2022 and held it in 10 quarters. The position peaked at $3.58K in Q1 2024. 43 funds tracked by Wall St. Rank hold PXE as of Q3 2025.

Spire Wealth Management reported no remaining Invesco Energy Exploration & Production ETF position as of Q3 2025 after selling out during the quarter.
Spire Wealth Management sold 100 Invesco Energy Exploration & Production ETF shares in Q3 2025, an estimated $2.8K.
Spire Wealth Management first reported a position in Invesco Energy Exploration & Production ETF in Q1 2022 and held it in 10 quarters.
Spire Wealth Management's Invesco Energy Exploration & Production ETF position peaked at $3.58K in Q1 2024.
43 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.