Atria Wealth Solutions’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

Atria Wealth Solutions’s Portfolio PXJ Stock Details PXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-7,531	Closed	-$216K	–	2045
2023 Q4	$216K	Sell	7,531 -1,307	-15%	-$38.2K	﹤0.01%	1729
2023 Q3	$272K	Buy	8,838 +159	+2%	+$4.64K	﹤0.01%	1475
2023 Q2	$216K	Sell	8,679 -1,964	-18%	-$47K	﹤0.01%	1647
2023 Q1	$266K	Buy	10,643 +8,586	+417%	+$229K	﹤0.01%	1495
2022 Q4	$52.7K	Sell	2,057 -186	-8%	-$4.47K	﹤0.01%	1743
2022 Q3	$41K	Buy	+2,243	New	+$43.3K	﹤0.01%	1706
2022 Q2	–	Sell	-15,933	Closed	-$366K	–	1845
2022 Q1	$366K	Buy	+15,933	New	+$320K	0.01%	1222

Other funds holding PXJ

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Atria Wealth Solutions's PXJ Position: Q1 2024 in Review

Atria Wealth Solutions sold out of Invesco Oil & Gas Services ETF (PXJ) in Q1 2024, closing a stake of 7,531 shares — an estimated $216K sold.

Atria Wealth Solutions first reported a position in PXJ in Q1 2022 and held it in 7 quarters. The position peaked at $366K in Q1 2022. 32 funds tracked by Wall St. Rank hold PXJ as of Q1 2024.

Atria Wealth Solutions reported no remaining Invesco Oil & Gas Services ETF position as of Q1 2024 after selling out during the quarter.
Atria Wealth Solutions sold 7,531 Invesco Oil & Gas Services ETF shares in Q1 2024, an estimated $216K.
Atria Wealth Solutions first reported a position in Invesco Oil & Gas Services ETF in Q1 2022 and held it in 7 quarters.
Atria Wealth Solutions's Invesco Oil & Gas Services ETF position peaked at $366K in Q1 2022.
32 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.