Team Financial Group’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Team Financial Group’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 Q3	$5.48K	Buy	+139	New	+$5.42K	﹤0.01%	242
2026 Q2	–	Sell	-138	Closed	-$5.4K	–	202
2026 Q1	$5.4K	Buy	138 +1	+0.7%	+$33	﹤0.01%	219
2025 Q4	$3.84K	Hold	137	–	–	﹤0.01%	223
2025 Q3	$4.01K	Buy	137 +1	+0.7%	+$29	﹤0.01%	220
2025 Q2	$3.8K	Buy	+136	New	+$3.64K	﹤0.01%	212

Other funds holding PXE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $640M AUM 12.53% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Team Financial Group's PXE Position: Q3 2026 in Review

Team Financial Group opened a new position in Invesco Energy Exploration & Production ETF (PXE) in Q3 2026: 139 shares worth $5.48K. The stake represents ﹤0.01% of the portfolio and ranks #242 among its holdings. This is a return to the name: Team Financial Group previously reported a position in PXE as recently as Q1 2026.

Team Financial Group first reported a position in PXE in Q2 2025 and has held it in 5 quarters since. 18 funds tracked by Wall St. Rank hold PXE as of Q3 2026.

Team Financial Group held 139 shares of Invesco Energy Exploration & Production ETF worth $5.48K as of Q3 2026.
Invesco Energy Exploration & Production ETF was a new Team Financial Group position in Q3 2026.
Invesco Energy Exploration & Production ETF made up ﹤0.01% of Team Financial Group's portfolio in Q3 2026, its #242 holding.
Team Financial Group first reported a position in Invesco Energy Exploration & Production ETF in Q2 2025 and has held it in 5 quarters since.
18 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.