Carson Wealth (CWM LLC)
PXJ icon

Carson Wealth (CWM LLC)’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$34.3K Hold
828
– – ﹤0.01% 4068
2025
Q4 		$24K Hold
828
– – ﹤0.01% 4072
2025
Q3 		$23K Hold
828
– – ﹤0.01% 4043
2025
Q2 		$20K Hold
828
– – ﹤0.01% 3923
2025
Q1 		$21K Buy
+828
New +$22.8K ﹤0.01% 3644

Other funds holding PXJ

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PXJ Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Invesco Oil & Gas Services ETF (PXJ) position steady in Q1 2026 at 828 shares worth $34.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4068.

Carson Wealth (CWM LLC) first reported a position in PXJ in Q1 2025 and has held it in 5 quarters since. 39 funds tracked by Wall St. Rank hold PXJ as of Q1 2026.

  • Carson Wealth (CWM LLC) held 828 shares of Invesco Oil & Gas Services ETF worth $34.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Invesco Oil & Gas Services ETF share count unchanged in Q1 2026.
  • Invesco Oil & Gas Services ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4068 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Oil & Gas Services ETF in Q1 2025 and has held it in 5 quarters since.
  • 39 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.