Invesco Energy Exploration (PXE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares62,041 from 51,355

Change+10,686 (+21%)

Value$2.4M (+$703.9K)

Filed 2026-11-06

Mraz, Amerine & Associates, Inc.

INCREASED

Shares61,302 from 60,488

Change+814 (+1%)

Value$2.4M (+$365.4K)

Filed 2026-10-30

Nilsine Partners, LLC

NEW

Shares38,475

Change+38,475

Value$1.5M

Filed 2026-11-02

Truist Financial Corp

NEW

Shares32,551

Change+32,551

Value$1.3M

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares24,632 from 12,871

Change+11,761 (+91%)

Value$970.0K (+$534.0K)

Filed 2026-11-02

Prospera Financial Services Inc

NEW

Shares21,861

Change+21,861

Value$983.4K

Filed 2026-11-04

Hennion & Walsh Asset Management, Inc.

NEW

Shares17,415

Change+17,415

Value$686.0K

Filed 2026-10-13

Davenport & Co LLC

NEW

Shares9,516

Change+9,516

Value$374.8K

Filed 2026-10-14

Commonwealth Equity Services, LLC

INCREASED

Shares8,411 from 6,325

Change+2,086 (+33%)

Value$331.3K (+$117.0K)

Filed 2026-11-02

MinichMacGregor Wealth Management, LLC

NEW

Shares7,969

Change+7,969

Value$313.9K

Filed 2026-10-14

Rossby Financial, LCC

NEW

Shares1,310

Change+1,310

Value$51.6K

Filed 2026-11-05

Signaturefd, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$19.7K (+$2.8K)

Filed 2026-10-23

Farther Finance Advisors, LLC

INCREASED

Shares410 from 408

Change+2 (+0%)

Value$16.1K (+$2.3K)

Filed 2026-10-08

Capital Investment Advisory Services, LLC

UNCHANGED

Shares302 from 302

Change0 (0%)

Value$11.9K (+$1.7K)

Filed 2026-10-30

Hazlett, Burt & Watson, Inc.

UNCHANGED

Shares250 from 250

Change0 (0%)

Value$10 (+$2)

Filed 2026-11-04

Team Financial Group, LLC

NEW

Shares139

Change+139

Value$5.5K

Filed 2026-10-30

Comprehensive Financial Planning, Inc.

NEW

Shares49

Change+49

Value$1.9K

Filed 2026-10-27

Fifth Third Bancorp

NEW

Shares25

Change+25

Value$985

Filed 2026-11-05

Morgan Stanley

N/A

Shares— from 139,933

Change-139,933 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 113,235

Change-113,235 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 53,930

Change-53,930 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 47,589

Change-47,589 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 46,500

Change-46,500 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 39,687

Change-39,687 (-100%)

Value—

Essex Financial Services, Inc.

N/A

Shares— from 28,367

Change-28,367 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 24,758

Change-24,758 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 18,026

Change-18,026 (-100%)

Value—

UBS Group AG

N/A

Shares— from 16,917

Change-16,917 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 16,524

Change-16,524 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 16,336

Change-16,336 (-100%)

Value—

PCG Wealth Advisors, LLC

N/A

Shares— from 10,390

Change-10,390 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 8,526

Change-8,526 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 8,438

Change-8,438 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 8,233

Change-8,233 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 8,058

Change-8,058 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 7,337

Change-7,337 (-100%)

Value—

KKM Financial LLC

N/A

Shares— from 7,027

Change-7,027 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 6,993

Change-6,993 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 6,423

Change-6,423 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 3,809

Change-3,809 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 3,243

Change-3,243 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 2,200

Change-2,200 (-100%)

Value—

Vision Retirement, LLC

N/A

Shares— from 2,050

Change-2,050 (-100%)

Value—

Copia Wealth Management

N/A

Shares— from 1,131

Change-1,131 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,129

Change-1,129 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 665

Change-665 (-100%)

Value—

FMR LLC

N/A

Shares— from 556

Change-556 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 500

Change-500 (-100%)

Value—

HighMark Wealth Management LLC

N/A

Shares— from 400

Change-400 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 363

Change-363 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 357

Change-357 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 341

Change-341 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 317

Change-317 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 200

Change-200 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 177

Change-177 (-100%)

Value—

Top Private Wealth Llc.

N/A

Shares— from 110

Change-110 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 22

Change-22 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	62,041	51,355	+10,686	+21%	$1.7M	$2.4M	+$703.9K	2026-11-06
Mraz, Amerine & Associates, Inc.	INCREASED	61,302	60,488	+814	+1%	$2.0M	$2.4M	+$365.4K	2026-10-30
Nilsine Partners, LLC	NEW	38,475	—	+38,475	—	—	$1.5M	—	2026-11-02
Truist Financial Corp	NEW	32,551	—	+32,551	—	—	$1.3M	—	2026-10-30
Cambridge Investment Research Advisors, Inc.	INCREASED	24,632	12,871	+11,761	+91%	$436.0K	$970.0K	+$534.0K	2026-11-02
Prospera Financial Services Inc	NEW	21,861	—	+21,861	—	—	$983.4K	—	2026-11-04
Hennion & Walsh Asset Management, Inc.	NEW	17,415	—	+17,415	—	—	$686.0K	—	2026-10-13
Davenport & Co LLC	NEW	9,516	—	+9,516	—	—	$374.8K	—	2026-10-14
Commonwealth Equity Services, LLC	INCREASED	8,411	6,325	+2,086	+33%	$214.3K	$331.3K	+$117.0K	2026-11-02
MinichMacGregor Wealth Management, LLC	NEW	7,969	—	+7,969	—	—	$313.9K	—	2026-10-14
Rossby Financial, LCC	NEW	1,310	—	+1,310	—	—	$51.6K	—	2026-11-05
Signaturefd, LLC	UNCHANGED	500	500	0	0%	$16.9K	$19.7K	+$2.8K	2026-10-23
Farther Finance Advisors, LLC	INCREASED	410	408	+2	+0%	$13.8K	$16.1K	+$2.3K	2026-10-08
Capital Investment Advisory Services, LLC	UNCHANGED	302	302	0	0%	$10.2K	$11.9K	+$1.7K	2026-10-30
Hazlett, Burt & Watson, Inc.	UNCHANGED	250	250	0	0%	$8	$10	+$2	2026-11-04
Team Financial Group, LLC	NEW	139	—	+139	—	—	$5.5K	—	2026-10-30
Comprehensive Financial Planning, Inc.	NEW	49	—	+49	—	—	$1.9K	—	2026-10-27
Fifth Third Bancorp	NEW	25	—	+25	—	—	$985	—	2026-11-05
Morgan Stanley	N/A	—	139,933	-139,933	-100%	$4.7M	—	—	—
Cetera Investment Advisers	N/A	—	113,235	-113,235	-100%	$3.8M	—	—	—
Raymond James Financial Inc	N/A	—	53,930	-53,930	-100%	$1.8M	—	—	—
Bank of America Corp	N/A	—	47,589	-47,589	-100%	$1.6M	—	—	—
Two Sigma Investments, LP	N/A	—	46,500	-46,500	-100%	$1.6M	—	—	—
Foundations Investment Advisors, LLC	N/A	—	39,687	-39,687	-100%	$1.3M	—	—	—
Essex Financial Services, Inc.	N/A	—	28,367	-28,367	-100%	$961.1K	—	—	—
Susquehanna International Group, LLP	N/A	—	24,758	-24,758	-100%	$838.8K	—	—	—
IHT Wealth Management, LLC	N/A	—	18,026	-18,026	-100%	$610.7K	—	—	—
UBS Group AG	N/A	—	16,917	-16,917	-100%	$573.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	16,524	-16,524	-100%	$559.8K	—	—	—
HRT Financial LP	N/A	—	16,336	-16,336	-100%	$553.0K	—	—	—
PCG Wealth Advisors, LLC	N/A	—	10,390	-10,390	-100%	$352.0K	—	—	—
BNP Paribas Financial Markets	N/A	—	10,000	-10,000	-100%	$338.8K	—	—	—
Goldman Sachs Group Inc	N/A	—	8,526	-8,526	-100%	$288.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	8,438	-8,438	-100%	$285.9K	—	—	—
Envestnet Asset Management Inc	N/A	—	8,233	-8,233	-100%	$278.9K	—	—	—
Two Sigma Securities, LLC	N/A	—	8,058	-8,058	-100%	$273.0K	—	—	—
Global Retirement Partners, LLC	N/A	—	7,337	-7,337	-100%	$248.6K	—	—	—
KKM Financial LLC	N/A	—	7,027	-7,027	-100%	$238.1K	—	—	—
Citadel Advisors LLC	N/A	—	6,993	-6,993	-100%	$236.9K	—	—	—
Mariner, LLC	N/A	—	6,423	-6,423	-100%	$217.6K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	3,809	-3,809	-100%	$129.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	3,243	-3,243	-100%	$110.2K	—	—	—
Arax Advisory Partners	N/A	—	2,200	-2,200	-100%	$74.5K	—	—	—
Vision Retirement, LLC	N/A	—	2,050	-2,050	-100%	$69.5K	—	—	—
Copia Wealth Management	N/A	—	1,131	-1,131	-100%	$38.3K	—	—	—
Royal Bank of Canada	N/A	—	1,129	-1,129	-100%	$38.0K	—	—	—
BFC Planning, Inc.	N/A	—	665	-665	-100%	$22.5K	—	—	—
FMR LLC	N/A	—	556	-556	-100%	$18.8K	—	—	—
Harbour Investments, Inc.	N/A	—	500	-500	-100%	$16.9K	—	—	—
HighMark Wealth Management LLC	N/A	—	400	-400	-100%	$13.6K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	363	-363	-100%	$12.3K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	357	-357	-100%	$12.1K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	341	-341	-100%	$11.6K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	317	-317	-100%	$10.7K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	200	-200	-100%	$6.8K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	177	-177	-100%	$6.0K	—	—	—
Top Private Wealth Llc.	N/A	—	110	-110	-100%	$3.7K	—	—	—
Wells Fargo & Company	N/A	—	22	-22	-100%	$759	—	—	—

Showing 58 of 58 institutions