UBS Group
PXE icon

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

UBS 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
Q1 		$641K Sell
16,359
-2,756
-14% -$90K ﹤0.01% 5892
2025
Q4 		$534K Sell
19,115
-13,985
-42% -$404K ﹤0.01% 6041
2025
Q3 		$973K Sell
33,100
-393
-1% -$11.3K ﹤0.01% 5598
2025
Q2 		$937K Buy
33,493
+2,820
+9% +$75.5K ﹤0.01% 5504
2025
Q1 		$898K Buy
30,673
+3,373
+12% +$101K ﹤0.01% 5375
2024
Q4 		$808K Buy
27,300
+720
+3% +$21.9K ﹤0.01% 5476
2024
Q3 		$788K Sell
26,580
-3,854
-13% -$122K ﹤0.01% 4861
2024
Q2 		$1.01M Buy
30,434
+5,252
+21% +$181K ﹤0.01% 4421
2024
Q1 		$902K Sell
25,182
-27,606
-52% -$876K ﹤0.01% 4686
2023
Q4 		$1.63M Sell
52,788
-141,757
-73% -$4.46M ﹤0.01% 4029
2023
Q3 		$6.32M Buy
194,545
+137,901
+243% +$4.3M ﹤0.01% 2357
2023
Q2 		$1.58M Sell
56,644
-4,878
-8% -$129K ﹤0.01% 3770
2023
Q1 		$1.66M Sell
61,522
-116,818
-66% -$3.33M ﹤0.01% 3624
2022
Q4 		$5.28M Buy
178,340
+11,189
+7% +$356K ﹤0.01% 2455
2022
Q3 		$4.61M Sell
167,151
-9,032
-5% -$256K ﹤0.01% 2434
2022
Q2 		$4.52M Sell
176,183
-18,733
-10% -$560K ﹤0.01% 2460
2022
Q1 		$5.41M Buy
194,916
+19,642
+11% +$472K ﹤0.01% 2463
2021
Q4 		$3.38M Sell
175,274
-6,245
-3% -$126K ﹤0.01% 3249
2021
Q3 		$3.43M Sell
181,519
-40,565
-18% -$672K ﹤0.01% 3079
2021
Q2 		$4.09M Buy
222,084
+25,949
+13% +$426K ﹤0.01% 2902
2021
Q1 		$2.9M Buy
196,135
+183,689
+1,476% +$2.47M ﹤0.01% 3176
2020
Q4 		$126K Sell
12,446
-25,180
-67% -$225K ﹤0.01% 5541
2020
Q3 		$283K Sell
37,626
-5,101
-12% -$46.3K ﹤0.01% 4585
2020
Q2 		$405K Buy
42,727
+3,404
+9% +$31.6K ﹤0.01% 4317
2020
Q1 		$236K Buy
39,323
+7,834
+25% +$90.6K ﹤0.01% 4594
2019
Q4 		$529K Sell
31,489
-30,078
-49% -$457K ﹤0.01% 4792
2019
Q3 		$932K Sell
61,567
-13,043
-17% -$202K ﹤0.01% 4027
2019
Q2 		$1.29M Buy
74,610
+521
+0.7% +$9.55K ﹤0.01% 3539
2019
Q1 		$1.43M Buy
74,089
+214
+0.3% +$4.09K ﹤0.01% 3288
2018
Q4 		$1.28M Sell
73,875
-226,608
-75% -$5.04M ﹤0.01% 3450
2018
Q3 		$8.25M Buy
300,483
+40,085
+15% +$1.07M ﹤0.01% 1934
2018
Q2 		$7.06M Buy
260,398
+203,893
+361% +$5.09M ﹤0.01% 2037
2018
Q1 		$1.2M Buy
56,505
+453
+0.8% +$9.85K ﹤0.01% 3569
2017
Q4 		$1.28M Sell
56,052
-8,542
-13% -$183K ﹤0.01% 3566
2017
Q3 		$1.34M Sell
64,594
-617
-0.9% -$11.7K ﹤0.01% 3466
2017
Q2 		$1.24M Sell
65,211
-1,548
-2% -$30.9K ﹤0.01% 3424
2017
Q1 		$1.42M Buy
66,759
+17,062
+34% +$373K ﹤0.01% 3243
2016
Q4 		$1.15M Sell
49,697
-50,615
-50% -$1.12M ﹤0.01% 3430
2016
Q3 		$2.16M Buy
100,312
+43,893
+78% +$901K ﹤0.01% 2765
2016
Q2 		$1.14M Sell
56,419
-2,554
-4% -$54.2K ﹤0.01% 3274
2016
Q1 		$1.18M Buy
58,973
+28,854
+96% +$542K ﹤0.01% 3111
2015
Q4 		$660K Sell
30,119
-16,108
-35% -$406K ﹤0.01% 3731
2015
Q3 		$1.06M Sell
46,227
-1,865
-4% -$47.9K ﹤0.01% 3287
2015
Q2 		$1.4M Sell
48,092
-295
-0.6% -$8.99K ﹤0.01% 3307
2015
Q1 		$1.43M Sell
48,387
-3,930
-8% -$112K ﹤0.01% 3236
2014
Q4 		$1.45M Buy
+52,317
New +$1.55M ﹤0.01% 3224

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

UBS Group's PXE Position: Q1 2026 in Review

UBS Group reduced its Invesco Energy Exploration & Production ETF (PXE) stake by 14% in Q1 2026, selling an estimated $90K and leaving 16,359 shares worth $641K. The position accounts for ﹤0.01% of the portfolio, ranked #5892.

UBS Group first reported a position in PXE in Q4 2014 and has held it in 46 quarters since. The position peaked at $8.25M in Q3 2018. 53 funds tracked by Wall St. Rank hold PXE as of Q1 2026.

  • UBS Group held 16,359 shares of Invesco Energy Exploration & Production ETF worth $641K as of Q1 2026.
  • UBS Group sold 2,756 Invesco Energy Exploration & Production ETF shares in Q1 2026, an estimated $90K.
  • Invesco Energy Exploration & Production ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5892 holding.
  • UBS Group first reported a position in Invesco Energy Exploration & Production ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Invesco Energy Exploration & Production ETF position peaked at $8.25M in Q3 2018.
  • 53 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.