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Strategic Wealth Partners’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Strategic Wealth 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 		$14.2K Hold
363
– – ﹤0.01% 799
2025
Q4 		$10.1K Hold
363
– – ﹤0.01% 892
2025
Q3 		$10.7K Sell
363
-9
-2% -$260 ﹤0.01% 878
2025
Q2 		$10.4K Buy
+372
New +$9.95K ﹤0.01% 777

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

Strategic Wealth Partners's PXE Position: Q1 2026 in Review

Strategic Wealth Partners held its Invesco Energy Exploration & Production ETF (PXE) position steady in Q1 2026 at 363 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Strategic Wealth Partners first reported a position in PXE in Q2 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold PXE as of Q1 2026.

  • Strategic Wealth Partners held 363 shares of Invesco Energy Exploration & Production ETF worth $14.2K as of Q1 2026.
  • Strategic Wealth Partners left its Invesco Energy Exploration & Production ETF share count unchanged in Q1 2026.
  • Invesco Energy Exploration & Production ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #799 holding.
  • Strategic Wealth Partners first reported a position in Invesco Energy Exploration & Production ETF in Q2 2025 and has held it in 4 quarters since.
  • 53 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.