BFC Planning, Inc.’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

BFC Planning, Inc.’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 Q2	$2.27M	Buy	58,839 +1,989	+3%	+$85.6K	0.09%	221
2026 Q1	$2.36M	Buy	56,850 +56,366	+11,646%	+$2.12M	0.11%	196
2025 Q4	$14.2K	Buy	484 +4	+0.8%	+$116	﹤0.01%	1904
2025 Q3	$13.1K	Buy	480 +4	+0.8%	+$104	﹤0.01%	1776
2025 Q2	$11.3K	Buy	476 +5	+1%	+$116	﹤0.01%	1743
2025 Q1	$12.1K	Sell	471 -4,000	-89%	-$110K	﹤0.01%	1687
2024 Q4	$125K	Buy	+4,471	New	+$129K	0.01%	771

Other funds holding PXJ

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

BFC Planning, Inc.'s PXJ Position: Q2 2026 in Review

BFC Planning, Inc. increased its Invesco Oil & Gas Services ETF (PXJ) stake by 3.5% in Q2 2026, buying an estimated $85.6K and bringing the position to 58,839 shares worth $2.27M. The position accounts for 0.09% of the portfolio, ranked #221.

BFC Planning, Inc. first reported a position in PXJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.36M in Q1 2026. 30 funds tracked by Wall St. Rank hold PXJ as of Q2 2026.

BFC Planning, Inc. held 58,839 shares of Invesco Oil & Gas Services ETF worth $2.27M as of Q2 2026.
BFC Planning, Inc. bought 1,989 Invesco Oil & Gas Services ETF shares in Q2 2026, an estimated $85.6K.
Invesco Oil & Gas Services ETF made up 0.09% of BFC Planning, Inc.'s portfolio in Q2 2026, its #221 holding.
BFC Planning, Inc. first reported a position in Invesco Oil & Gas Services ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Invesco Oil & Gas Services ETF position peaked at $2.36M in Q1 2026.
30 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.