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B. Riley Wealth Advisors’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

B. Riley Wealth Advisors’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
2021
Q2 		– Sell
-14,748
Closed -$248K – 1442
2021
Q1 		$248K Buy
+14,748
New +$254K 0.01% 1093

Other funds holding PXJ

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NCM
Novare Capital Management Charlotte, North Carolina $1.26B AUM 20.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

B. Riley Wealth Advisors's PXJ Position: Q2 2021 in Review

B. Riley Wealth Advisors sold out of Invesco Oil & Gas Services ETF (PXJ) in Q2 2021, closing a stake of 14,748 shares — an estimated $248K sold.

B. Riley Wealth Advisors first reported a position in PXJ in Q1 2021 and held it in 1 quarter. The position peaked at $248K in Q1 2021. 29 funds tracked by Wall St. Rank hold PXJ as of Q2 2021.

  • B. Riley Wealth Advisors reported no remaining Invesco Oil & Gas Services ETF position as of Q2 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 14,748 Invesco Oil & Gas Services ETF shares in Q2 2021, an estimated $248K.
  • B. Riley Wealth Advisors first reported a position in Invesco Oil & Gas Services ETF in Q1 2021 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Invesco Oil & Gas Services ETF position peaked at $248K in Q1 2021.
  • 29 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q2 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.