VR
PXE icon

Vision Retirement’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Vision Retirement’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 		$69.5K Hold
2,050
– – 0.02% 199
2026
Q1 		$80.4K Hold
2,050
– – 0.02% 178
2025
Q4 		$57.3K Buy
+2,050
New +$59.1K 0.02% 213

Other funds holding PXE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Vision Retirement's PXE Position: Q2 2026 in Review

Vision Retirement held its Invesco Energy Exploration & Production ETF (PXE) position steady in Q2 2026 at 2,050 shares worth $69.5K. The position accounts for 0.02% of the portfolio, ranked #199.

Vision Retirement first reported a position in PXE in Q4 2025 and has held it in 3 quarters since. The position peaked at $80.4K in Q1 2026. 43 funds tracked by Wall St. Rank hold PXE as of Q2 2026.

  • Vision Retirement held 2,050 shares of Invesco Energy Exploration & Production ETF worth $69.5K as of Q2 2026.
  • Vision Retirement left its Invesco Energy Exploration & Production ETF share count unchanged in Q2 2026.
  • Invesco Energy Exploration & Production ETF made up 0.02% of Vision Retirement's portfolio in Q2 2026, its #199 holding.
  • Vision Retirement first reported a position in Invesco Energy Exploration & Production ETF in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Invesco Energy Exploration & Production ETF position peaked at $80.4K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.