Choate Investment Advisors’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

Choate Investment 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
2023 Q3	–	Sell	-733	Closed	-$18.2K	–	435
2023 Q2	$18.2K	Hold	733	–	–	﹤0.01%	335
2023 Q1	$18.3K	Hold	733	–	–	﹤0.01%	309
2022 Q4	$18.8K	Hold	733	–	–	﹤0.01%	319
2022 Q3	$14K	Hold	733	–	–	﹤0.01%	286
2022 Q2	$14K	Hold	733	–	–	﹤0.01%	304
2022 Q1	$17K	Sell	733 -843	-53%	-$16.9K	﹤0.01%	344
2021 Q4	$25K	Sell	1,576 -60,107	-97%	-$1.04M	﹤0.01%	322
2021 Q3	$1.08M	Sell	61,683 -22,333	-27%	-$375K	0.07%	121
2021 Q2	$1.63M	Buy	84,016 +33,699	+67%	+$620K	0.1%	80
2021 Q1	$845K	Buy	+50,317	New	+$868K	0.05%	138

Other funds holding PXJ

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Choate Investment Advisors's PXJ Position: Q3 2023 in Review

Choate Investment Advisors sold out of Invesco Oil & Gas Services ETF (PXJ) in Q3 2023, closing a stake of 733 shares — an estimated $18.2K sold.

Choate Investment Advisors first reported a position in PXJ in Q1 2021 and held it in 10 quarters. The position peaked at $1.63M in Q2 2021. 19 funds tracked by Wall St. Rank hold PXJ as of Q3 2023.

Choate Investment Advisors reported no remaining Invesco Oil & Gas Services ETF position as of Q3 2023 after selling out during the quarter.
Choate Investment Advisors sold 733 Invesco Oil & Gas Services ETF shares in Q3 2023, an estimated $18.2K.
Choate Investment Advisors first reported a position in Invesco Oil & Gas Services ETF in Q1 2021 and held it in 10 quarters.
Choate Investment Advisors's Invesco Oil & Gas Services ETF position peaked at $1.63M in Q2 2021.
19 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q3 2023.

Based on Choate Investment Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.