Van Den Berg Management I’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Van Den Berg Management I’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
2025 Q1	–	Sell	-900	Closed	-$26.6K	–	109
2024 Q4	$26.6K	Hold	900	–	–	0.01%	94
2024 Q3	$26.7K	Sell	900 -600	-40%	-$18.9K	0.01%	93
2024 Q2	$49.6K	Buy	1,500 +500	+50%	+$17.2K	0.01%	92
2024 Q1	$35.8K	Buy	+1,000	New	+$31.7K	0.01%	96

Other funds holding PXE

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Van Den Berg Management I's PXE Position: Q1 2025 in Review

Van Den Berg Management I sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2025, closing a stake of 900 shares — an estimated $26.6K sold.

Van Den Berg Management I first reported a position in PXE in Q1 2024 and held it in 4 quarters. The position peaked at $49.6K in Q2 2024. 46 funds tracked by Wall St. Rank hold PXE as of Q1 2025.

Van Den Berg Management I reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2025 after selling out during the quarter.
Van Den Berg Management I sold 900 Invesco Energy Exploration & Production ETF shares in Q1 2025, an estimated $26.6K.
Van Den Berg Management I first reported a position in Invesco Energy Exploration & Production ETF in Q1 2024 and held it in 4 quarters.
Van Den Berg Management I's Invesco Energy Exploration & Production ETF position peaked at $49.6K in Q2 2024.
46 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2025.

Based on Van Den Berg Management I's 13F filing for Q1 2025, filed 15 May 2025.