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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
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

MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PWA
PCG Wealth Advisors Overland Park, Kansas $448M AUM 32.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VR
Vision Retirement Ridgewood, New Jersey $414M AUM
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
HBW
Hazlett, Burt & Watson Wheeling, West Virginia $377M AUM 41.21% 1-Year Est. Return

Team Financial Group's PXE Position: Q2 2026 in Review

Team Financial Group sold out of Invesco Energy Exploration & Production ETF (PXE) in Q2 2026, closing a stake of 138 shares — an estimated $5.4K sold.

Team Financial Group first reported a position in PXE in Q2 2025 and held it in 4 quarters. The position peaked at $5.4K in Q1 2026. 10 funds tracked by Wall St. Rank hold PXE as of Q2 2026.

  • Team Financial Group reported no remaining Invesco Energy Exploration & Production ETF position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 138 Invesco Energy Exploration & Production ETF shares in Q2 2026, an estimated $5.4K.
  • Team Financial Group first reported a position in Invesco Energy Exploration & Production ETF in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's Invesco Energy Exploration & Production ETF position peaked at $5.4K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.