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Steward Partners Investment Advisory’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Steward Partners Investment Advisory’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 		$11K Hold
281
– – ﹤0.01% 3511
2025
Q4 		$7.85K Sell
281
-500
-64% -$14.4K ﹤0.01% 3544
2025
Q3 		$23K Sell
781
-388
-33% -$11.2K ﹤0.01% 3029
2025
Q2 		$32.7K Hold
1,169
– – ﹤0.01% 2684
2025
Q1 		$34.2K Buy
1,169
+200
+21% +$5.98K ﹤0.01% 2565
2024
Q4 		$28.7K Buy
969
+581
+150% +$17.7K ﹤0.01% 2610
2024
Q3 		$11.5K Hold
388
– – ﹤0.01% 2896
2024
Q2 		$12.8K Hold
388
– – ﹤0.01% 2716
2024
Q1 		$13.9K Hold
388
– – ﹤0.01% 2674
2023
Q4 		$12K Buy
+388
New +$12.2K ﹤0.01% 2625

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

Steward Partners Investment Advisory's PXE Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Invesco Energy Exploration & Production ETF (PXE) position steady in Q1 2026 at 281 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #3511.

Steward Partners Investment Advisory first reported a position in PXE in Q4 2023 and has held it in 10 quarters since. The position peaked at $34.2K in Q1 2025. 53 funds tracked by Wall St. Rank hold PXE as of Q1 2026.

  • Steward Partners Investment Advisory held 281 shares of Invesco Energy Exploration & Production ETF worth $11K as of Q1 2026.
  • Steward Partners Investment Advisory left its Invesco Energy Exploration & Production ETF share count unchanged in Q1 2026.
  • Invesco Energy Exploration & Production ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3511 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco Energy Exploration & Production ETF in Q4 2023 and has held it in 10 quarters since.
  • Steward Partners Investment Advisory's Invesco Energy Exploration & Production ETF position peaked at $34.2K in Q1 2025.
  • 53 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.