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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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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 $75B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return