Marshall Investment Management’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

Marshall Investment 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
2025 Q2	–	Sell	-40,715	Closed	-$1.04M	–	175
2025 Q1	$1.04M	Buy	+40,715	New	+$1.12M	0.65%	45

Other funds holding PXJ

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

PFS

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

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

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

Marshall Investment Management's PXJ Position: Q2 2025 in Review

Marshall Investment Management sold out of Invesco Oil & Gas Services ETF (PXJ) in Q2 2025, closing a stake of 40,715 shares — an estimated $1.04M sold.

Marshall Investment Management first reported a position in PXJ in Q1 2025 and held it in 1 quarter. The position peaked at $1.04M in Q1 2025. 25 funds tracked by Wall St. Rank hold PXJ as of Q2 2025.

Marshall Investment Management reported no remaining Invesco Oil & Gas Services ETF position as of Q2 2025 after selling out during the quarter.
Marshall Investment Management sold 40,715 Invesco Oil & Gas Services ETF shares in Q2 2025, an estimated $1.04M.
Marshall Investment Management first reported a position in Invesco Oil & Gas Services ETF in Q1 2025 and held it in 1 quarter.
Marshall Investment Management's Invesco Oil & Gas Services ETF position peaked at $1.04M in Q1 2025.
25 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q2 2025.

Based on Marshall Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.