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

HighMark 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
2026 Q1	$64.7K	Buy	1,561 +4	+0.3%	+$151	0.03%	136
2025 Q4	$45.7K	Buy	1,557 +5	+0.3%	+$145	0.02%	177
2025 Q3	$42.3K	Buy	1,552 +5	+0.3%	+$130	0.02%	172
2025 Q2	$36.8K	Buy	1,547 +7	+0.5%	+$163	0.02%	178
2025 Q1	$39.5K	Buy	1,540 +3	+0.2%	+$82	0.02%	144
2024 Q4	$42.8K	Buy	1,537 +5	+0.3%	+$144	0.02%	139
2024 Q3	$44.3K	Buy	1,532 +6	+0.4%	+$183	0.02%	150
2024 Q2	$48.8K	Buy	1,526 +7	+0.5%	+$224	0.03%	140
2024 Q1	$48.2K	Buy	1,519 +2	+0.1%	+$58	0.03%	137
2023 Q4	$43.5K	Buy	1,517 +3	+0.2%	+$88	0.03%	139
2023 Q3	$46.7K	Buy	1,514 +4	+0.3%	+$117	0.04%	118
2023 Q2	$37.5K	Buy	1,510 +4	+0.3%	+$96	0.03%	136
2023 Q1	$37.6K	Buy	1,506 +301	+25%	+$8.02K	0.03%	157
2022 Q4	$30.8K	Buy	1,205 +2	+0.2%	+$48	0.02%	135
2022 Q3	$22K	Buy	1,203 +1	+0.1%	+$19	0.02%	151
2022 Q2	$23K	Buy	1,202 +2	+0.2%	+$45	0.02%	147
2022 Q1	$28K	Buy	1,200 +600	+100%	+$12K	0.02%	143
2021 Q4	$10K	Buy	+600	New	+$10.4K	0.01%	258

Other funds holding PXJ

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

HighMark Wealth Management's PXJ Position: Q1 2026 in Review

HighMark Wealth Management increased its Invesco Oil & Gas Services ETF (PXJ) stake by 0.26% in Q1 2026, buying an estimated $151 and bringing the position to 1,561 shares worth $64.7K. The position accounts for 0.03% of the portfolio, ranked #136.

HighMark Wealth Management first reported a position in PXJ in Q4 2021 and has held it in 18 quarters since. 39 funds tracked by Wall St. Rank hold PXJ as of Q1 2026.

HighMark Wealth Management held 1,561 shares of Invesco Oil & Gas Services ETF worth $64.7K as of Q1 2026.
HighMark Wealth Management bought 4 Invesco Oil & Gas Services ETF shares in Q1 2026, an estimated $151.
Invesco Oil & Gas Services ETF made up 0.03% of HighMark Wealth Management's portfolio in Q1 2026, its #136 holding.
HighMark Wealth Management first reported a position in Invesco Oil & Gas Services ETF in Q4 2021 and has held it in 18 quarters since.
39 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.