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

Lee 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
2021 Q1	–	Sell	-52	Closed	-$1K	–	512
2020 Q4	$1K	Hold	52	–	–	﹤0.01%	464
2020 Q3	$1K	Hold	52	–	–	﹤0.01%	520
2020 Q2	$1K	Hold	52	–	–	﹤0.01%	511
2020 Q1	$0	Hold	52	–	–	﹤0.01%	506
2019 Q4	$1K	Hold	52	–	–	﹤0.01%	489
2019 Q3	$1K	Hold	52	–	–	﹤0.01%	501
2019 Q2	$2K	Hold	52	–	–	﹤0.01%	494
2019 Q1	$2K	Sell	52 -30	-37%	-$1.04K	﹤0.01%	486
2018 Q4	$2K	Hold	82	–	–	﹤0.01%	415
2018 Q3	$4K	Hold	82	–	–	﹤0.01%	424
2018 Q2	$4K	Hold	82	–	–	﹤0.01%	657
2018 Q1	$4K	Hold	82	–	–	﹤0.01%	645
2017 Q4	$4K	Hold	82	–	–	﹤0.01%	437
2017 Q3	$4K	Hold	82	–	–	﹤0.01%	424
2017 Q2	$4K	Hold	82	–	–	﹤0.01%	418
2017 Q1	$5K	Hold	82	–	–	﹤0.01%	349
2016 Q4	$5K	Buy	+82	New	+$4.92K	﹤0.01%	369

Other funds holding PXJ

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CIA

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

Lee Financial's PXJ Position: Q1 2021 in Review

Lee Financial sold out of Invesco Oil & Gas Services ETF (PXJ) in Q1 2021, closing a stake of 52 shares — an estimated $1K sold.

Lee Financial first reported a position in PXJ in Q4 2016 and held it in 17 quarters. The position peaked at $5K in Q1 2017. 42 funds tracked by Wall St. Rank hold PXJ as of Q1 2021.

Lee Financial reported no remaining Invesco Oil & Gas Services ETF position as of Q1 2021 after selling out during the quarter.
Lee Financial sold 52 Invesco Oil & Gas Services ETF shares in Q1 2021, an estimated $1K.
Lee Financial first reported a position in Invesco Oil & Gas Services ETF in Q4 2016 and held it in 17 quarters.
Lee Financial's Invesco Oil & Gas Services ETF position peaked at $5K in Q1 2017.
42 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q1 2021.

Based on Lee Financial's 13F filing for Q1 2021, filed 13 May 2021.