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

Next Financial Group’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 Q4	–	Sell	-1,207	Closed	-$21K	–	2951
2021 Q3	$21K	Hold	1,207	–	–	﹤0.01%	1781
2021 Q2	$23K	Sell	1,207 -22,835	-95%	-$420K	﹤0.01%	1695
2021 Q1	$404K	Buy	+24,042	New	+$415K	0.04%	502
2017 Q2	–	Sell	-70	Closed	-$4K	–	1967
2017 Q1	$4K	Sell	70 -640	-90%	-$40K	﹤0.01%	1579
2016 Q4	$45K	Hold	710	–	–	0.01%	1011
2016 Q3	$41K	Buy	710 +640	+914%	+$35.8K	0.01%	1040
2016 Q2	$4K	Hold	70	–	–	﹤0.01%	1475
2016 Q1	$4K	Hold	70	–	–	﹤0.01%	1435
2015 Q4	$4K	Sell	70 -110	-61%	-$7.31K	﹤0.01%	1465
2015 Q3	$11K	Hold	180	–	–	﹤0.01%	1178
2015 Q2	$14K	Hold	180	–	–	﹤0.01%	1151
2015 Q1	$14K	Hold	180	–	–	﹤0.01%	1133
2014 Q4	$16K	Sell	180 -625	-78%	-$64K	0.01%	1065
2014 Q3	$102K	Buy	+805	New	+$112K	0.02%	653

Other funds holding PXJ

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFA

WMG Financial Advisors Knoxville, Tennessee $240M AUM 22.59% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Next Financial Group's PXJ Position: Q4 2021 in Review

Next Financial Group sold out of Invesco Oil & Gas Services ETF (PXJ) in Q4 2021, closing a stake of 1,207 shares — an estimated $21K sold.

Next Financial Group first reported a position in PXJ in Q3 2014 and held it in 14 quarters. The position peaked at $404K in Q1 2021. 25 funds tracked by Wall St. Rank hold PXJ as of Q4 2021.

Next Financial Group reported no remaining Invesco Oil & Gas Services ETF position as of Q4 2021 after selling out during the quarter.
Next Financial Group sold 1,207 Invesco Oil & Gas Services ETF shares in Q4 2021, an estimated $21K.
Next Financial Group first reported a position in Invesco Oil & Gas Services ETF in Q3 2014 and held it in 14 quarters.
Next Financial Group's Invesco Oil & Gas Services ETF position peaked at $404K in Q1 2021.
25 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.