Creative Planning
PXJ icon

Creative Planning’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

Creative Planning’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
-3,333
Closed -$56K – 2475
2021
Q1 		$56K Buy
+3,333
New +$57.5K ﹤0.01% 2339
2018
Q1 		– Sell
-10,404
Closed -$496K – 2105
2017
Q4 		$496K Buy
+10,404
New +$483K ﹤0.01% 1069
2017
Q3 		– Sell
-4
Closed – – 3273
2017
Q2 		$0 Sell
4
-28,275
-100% -$1.46M ﹤0.01% 4784
2017
Q1 		$1.66M Sell
28,279
-55,000
-66% -$3.44M 0.01% 487
2016
Q4 		$5.32M Buy
83,279
+25,980
+45% +$1.56M 0.03% 199
2016
Q3 		$3.29M Buy
57,299
+400
+0.7% +$22.4K 0.02% 274
2016
Q2 		$3.46M Buy
56,899
+1,200
+2% +$72.8K 0.03% 221
2016
Q1 		$3.25M Buy
55,699
+9,200
+20% +$488K 0.03% 222
2015
Q4 		$2.75M Buy
46,499
+9,980
+27% +$663K 0.02% 245
2015
Q3 		$2.23M Buy
36,519
+8,555
+31% +$596K 0.02% 280
2015
Q2 		$2.28M Buy
27,964
+19,764
+241% +$1.75M 0.02% 268
2015
Q1 		$663K Buy
8,200
+3,157
+63% +$260K 0.01% 615
2014
Q4 		$442K Buy
+5,043
New +$516K ﹤0.01% 752
2014
Q1 		– Sell
-76
Closed -$10K – 3726
2013
Q4 		$10K Hold
76
– – ﹤0.01% 2565
2013
Q3 		$9K Hold
76
– – ﹤0.01% 2506
2013
Q2 		$9K Buy
+76
New +$8.68K ﹤0.01% 2327

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

Creative Planning's PXJ Position: Q2 2021 in Review

Creative Planning sold out of Invesco Oil & Gas Services ETF (PXJ) in Q2 2021, closing a stake of 3,333 shares — an estimated $56K sold.

Creative Planning first reported a position in PXJ in Q2 2013 and held it in 16 quarters. The position peaked at $5.32M in Q4 2016. 29 funds tracked by Wall St. Rank hold PXJ as of Q2 2021.

  • Creative Planning reported no remaining Invesco Oil & Gas Services ETF position as of Q2 2021 after selling out during the quarter.
  • Creative Planning sold 3,333 Invesco Oil & Gas Services ETF shares in Q2 2021, an estimated $56K.
  • Creative Planning first reported a position in Invesco Oil & Gas Services ETF in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Invesco Oil & Gas Services ETF position peaked at $5.32M in Q4 2016.
  • 29 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.