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Optimum Investment Advisors’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$2K Hold
20
– – ﹤0.01% 935
2014
Q4 		$2K Hold
20
– – ﹤0.01% 960
2014
Q3 		$3K Hold
20
– – ﹤0.01% 875
2014
Q2 		$3K Hold
20
– – ﹤0.01% 880
2014
Q1 		$3K Hold
20
– – ﹤0.01% 702
2013
Q4 		$3K Hold
20
– – ﹤0.01% 705
2013
Q3 		$2K Buy
+20
New +$2.43K ﹤0.01% 690

Other funds holding PXJ

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
PWM
Patriot Wealth Management Houston, Texas $683M AUM 5.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FUBT
First United Bank & Trust Oakland, Maryland $348M AUM 25.01% 1-Year Est. Return

Optimum Investment Advisors's PXJ Position: Q1 2015 in Review

Optimum Investment Advisors held its Invesco Oil & Gas Services ETF (PXJ) position steady in Q1 2015 at 20 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Optimum Investment Advisors first reported a position in PXJ in Q3 2013 and has held it in 7 quarters since. The position peaked at $3K in Q3 2014. 28 funds tracked by Wall St. Rank hold PXJ as of Q1 2015.

  • Optimum Investment Advisors held 20 shares of Invesco Oil & Gas Services ETF worth $2K as of Q1 2015.
  • Optimum Investment Advisors left its Invesco Oil & Gas Services ETF share count unchanged in Q1 2015.
  • Invesco Oil & Gas Services ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #935 holding.
  • Optimum Investment Advisors first reported a position in Invesco Oil & Gas Services ETF in Q3 2013 and has held it in 7 quarters since.
  • Optimum Investment Advisors's Invesco Oil & Gas Services ETF position peaked at $3K in Q3 2014.
  • 28 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.