KKM Financial’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

KKM Financial’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
2024 Q4	–	Sell	-12,040	Closed	-$348K	–	158
2024 Q3	$348K	Buy	12,040 +320	+3%	+$9.79K	0.17%	107
2024 Q2	$373K	Buy	11,720 +3,023	+35%	+$96.7K	0.18%	111
2024 Q1	$276K	Hold	8,697	–	–	0.13%	131
2023 Q4	$250K	Buy	+8,697	New	+$254K	0.16%	113

Other funds holding PXJ

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

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

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

RFWA

RPg Family Wealth Advisory Burlington, Massachusetts $479M AUM 25.83% 1-Year Est. Return

PFS

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

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

KKM Financial's PXJ Position: Q4 2024 in Review

KKM Financial sold out of Invesco Oil & Gas Services ETF (PXJ) in Q4 2024, closing a stake of 12,040 shares — an estimated $348K sold.

KKM Financial first reported a position in PXJ in Q4 2023 and held it in 4 quarters. The position peaked at $373K in Q2 2024. 29 funds tracked by Wall St. Rank hold PXJ as of Q4 2024.

KKM Financial reported no remaining Invesco Oil & Gas Services ETF position as of Q4 2024 after selling out during the quarter.
KKM Financial sold 12,040 Invesco Oil & Gas Services ETF shares in Q4 2024, an estimated $348K.
KKM Financial first reported a position in Invesco Oil & Gas Services ETF in Q4 2023 and held it in 4 quarters.
KKM Financial's Invesco Oil & Gas Services ETF position peaked at $373K in Q2 2024.
29 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q4 2024.

Based on KKM Financial's 13F filing for Q4 2024, filed 14 Feb 2025.