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BerganKDV Wealth Management’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

BerganKDV Wealth Management’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
Q3 		– Sell
-1,036
Closed -$20K – 1084
2021
Q2 		$20K Sell
1,036
-964
-48% -$17.7K ﹤0.01% 519
2021
Q1 		$34K Buy
+2,000
New +$34.5K ﹤0.01% 418

Other funds holding PXJ

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BerganKDV Wealth Management's PXJ Position: Q3 2021 in Review

BerganKDV Wealth Management sold out of Invesco Oil & Gas Services ETF (PXJ) in Q3 2021, closing a stake of 1,036 shares — an estimated $20K sold.

BerganKDV Wealth Management first reported a position in PXJ in Q1 2021 and held it in 2 quarters. The position peaked at $34K in Q1 2021. 24 funds tracked by Wall St. Rank hold PXJ as of Q3 2021.

  • BerganKDV Wealth Management reported no remaining Invesco Oil & Gas Services ETF position as of Q3 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,036 Invesco Oil & Gas Services ETF shares in Q3 2021, an estimated $20K.
  • BerganKDV Wealth Management first reported a position in Invesco Oil & Gas Services ETF in Q1 2021 and held it in 2 quarters.
  • BerganKDV Wealth Management's Invesco Oil & Gas Services ETF position peaked at $34K in Q1 2021.
  • 24 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q3 2021.

Based on BerganKDV Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.